August 16, 2022

Amy Cherrico

ISP / Carrier Services

August 16, 2022

Amy Cherrico

January 28, 2022

Guest User

Credit Card Authorization Form

January 28, 2022

Guest User

December 13, 2021

Guest User

New Hire Form

December 13, 2021

Guest User

Company Name

New Employee Name

First Name

Last Name

New Employee Email

Recommend First Initial, Last Name

Access to Shared Mailboxes?

If yes, add mailbox name.

Where in the office will they be sitting?

Will they have an assigned workstation?

If yes, add name of workstation.

Will they need Network Access?

Add Username (Should match email or position)

Company Shared Drive Access

Name of Shared Drive

Shared Folder Access

Name of Shared Folder

Will they need QuickBooks Access

Yes

No

Authorized By:

Date

MM

DD

YYYY

September 24, 2021

Guest User

QuickBooks Upgrade

September 24, 2021

Guest User

Thank you for choosing A-Plus IT Group to upgrade your current QuickBooks software. Our primary goal is to make this transition as smooth as possible.

Please complete to the best of your ability the requested information in our QuickBooks questionnaire below to assist us in getting the appropriate upgrade software installed and to ensure that all QuickBooks services and assigned users and user permissions are applied as they are supposed to.

Should you have any questions or need any assistance in completing the questionnaire, please do not hesitate to contact our office at (410) 663-4900 or you may email: help@apluswedoitall.com to submit a ticket for assistance

Current QuickBooks Desktop Version:

How Many Users?

Which Computers Need QuickBooks Software?

Company Type:

Industry:

How Many Company Files Are Currently in Use?

Company File Names:

QuickBooks Admin Credentials:

Staff Member Using Admin Account:

User 1 QuickBooks Login:

User 1 QuickBooks Password:

User 1 QuickBooks Permissions:

User 2 QuickBooks Login:

User 2 QuickBooks Password:

User 2 QuickBooks Permissions:

Does an Accountant Need Access?

Yes

No

Do You Need Payroll?

Yes

No

Do You Need Payments?

Yes

No

August 10, 2021

Guest User

Manufacturer Contacts

August 10, 2021

Guest User

*Please be advised that while these are the links provided by the manufacturers, they are susceptible to change. Always be cautious when clicking on links and do your best to provide the correct information about your device in order to receive the service you need.*