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IMPORTANT: You have more than one legal entity. You can either:

• complete this form once, combining the accounts and transaction volumes of all your entities, to get one combined estimate; or
• complete this form separately for each entity, if you need a separate agreement and billing for each one. If you use different names or email addresses on each form, use the "Multiple legal entity details" box below to tell us who owns the related companies (e.g. Owned by Jane Smith).

Please tell us which you are doing in the next question.

QuickBooks Online Plus includes these features:

• Purchase orders
• Inventory tracking
• Track sales and profitability for each of your locations
• Create budgets to estimate future income and expenses
• Track project profitability, including labour costs, payroll, and expenses with job costing.
• 5 users (vs only 3 with Essentials). Accountants and bookkeepers aren't included in the user count.

These features are only available in QuickBooks Online Plus, which costs more than QuickBooks Online Essentials.

Do you need any of these advanced payroll related features?
View QuickBooks Online Payroll pricing.

If you are switching accounting systems to one of Xero or QuickBooks Online then you will need to decide if you want to import any historical data from your current accounting system.
If you want to be able to pull reports like your Income Statement or Balance Sheet and compare the lines to prior years, you will need to have migrated in historical data in order for those columns to populate.
We generally recommend that we migrate in only the prior years opening and closing balances of accounts, not all the transactions in every account, for cost/benefit reasons. Having the opening and closing balances of accounts will allow you to compare report lines to prior years, but you won’t be able to drill down into the accounts, which most people are fine with.
You do need to decide if you are content with just comparing at an annual level or if you want quarterly or monthly comparisons to the year before as we have to import the right level of data. The cost increases with the frequency. If you only ask us to enter the prior year data at an annual level, you won't be able to reference any particular month in the prior year, only at year end for the full year. So if you want to be able to compare to prior years with every month's statements, then please ask us to import the prior year at a monthly level.
If you are changing your chart of accounts as part of the move to a new accounting system, then that will increase the migration time and cost.
If you want us to import prior years' data, then in the section below 1) please add a row and put Number of Accounts in Column 1 and tell us how many accounts you have in your Chart of Accounts and 2) please add another row and put Level Of Detail in Column 1 and let us know whether you want the prior year data entered monthly, quarterly or annually.

Thanks so much for persevering through all those questions! That's it - you have made it. Just click on Submit below and wait for the confirmation to appear. We'll get back to you with an estimate within 24-48 hours (unless it's Friday to Sunday or a stat holiday).