QDA Advantage QDA Advantage QDA Advantage QDA Advantage QDA Advantage QDA Advantage
QDA OverviewSuccess StoriesGetting StartedRequest Info




Client Questionnaire
Client Questionnaire
red color - denotes required fields
* Company Name:
* Primary QuickBooks® User:
* Contact Phone Number:
1. Are there multiple QuickBooks® users? Yes   No

List other users:
2. Estimate your current QuickBooks® usage: Minimal
Moderate
Extensive
3. Total number of employees:
4. Is your company using QuickBooks® payroll? Yes   No

If not, how is payroll prepared? Manually
Spreadsheet
Outsourced
5. Is payroll data imported into QuickBooks®? Yes   No
6. Is your company using QuickBooks® timesheets? Yes   No
7. Is your company using QuickBooks® to track accrued vacation and sick pay? Yes   No
8. Is your company using QuickBooks® to track pension, profit-sharing or other post employment benefits? Yes   No
9. Is your company using QuickBooks® to track and pay commission on sales? Yes   No
10. Does your company require job-costing information? Yes   No
11. Does your company prepare estimates and invoices? Yes   No
12. Does your company track inventory? Yes   No
13. Number of sales per month:
14. Number of repeat customers:
15. Credit card types accepted for payment:

Visa
Mastercard
American Express
Discover Network
Other:
16. Is QuickBooks® used to track/pay 1099 vendors? Yes   No
17. Is QuickBooks® used to track budgets? Yes   No

If not, could it be used to track budgets? Yes   No
18. Are your financial statements on a GAAP basis? Yes   No
19. Rate your staff regarding their general level of expertise with:

Bookkeeping: QuickBooks®: Computers:
Deficient
Adequate
Proficient
 		Deficient
Adequate
Proficient
 		Deficient
Adequate
Proficient
20. Form of your business organization:

Sole Proprietorship
Partnership
S Corporation
C Corporation
LLC
LLP
21. Do you use departmental profit and loss statements? Yes   No

If yes, how many departments?
22. For what purpose are you primarily interested in QuickBooks®?

Company management only (no tax information)
Financial statements for tax returns or creditors (no management reports)
Both management and tax records are tracked in QuickBooks®
23. Do you already own the appropriate number of licensed copies of QuickBooks®? Yes   No
24. Information for computers where QuickBooks® is used:

Top 5 Reason to use QDA

1. QDA is exceptionally cost-effective.

2. QDA automates what is otherwise a lengthy and tedious manual process.

3. QDA provides an unbiased report listing errors in QuickBooks data files.

4. QDA is speedy, accomplishing in a couple of hours what a manual data file review would take 10 to 12 hours to do.

5. QDA gives management increased confidence in QuickBooks reports used for making effective business decisions.

Click Here

Purchase QDA
Success Stories
Talk to a Professional
Read the Article
©Copyright 2006. QDAAdvantage.com Home | Site Map | Privacy Policy | Terms of Use