To begin the QuickBooks Online transition process, Kesef will send you a QuickBooks Online Conversion Statement of Work via Docusign.
Please complete this form to indicate who will sign the Statement of Work and the members of your accounting team who will need access to QuickBooks Online through the View Reports role:
QuickBooks Online Client Information Form
The Statement of Work outlines:
- Authorization for Kesef to complete the conversion
- The one-time conversion fee and payment options
- Details regarding QuickBooks Online access and licensing
Questions about the QuickBooks Online transition process and fees are answered in the QuickBooks Online Migration FAQ article.
To effectively manage our conversion resources, we kindly ask that the signed SOW be returned within five (5) business days of receipt. If the agreement is not received within this timeframe, your conversion may be placed on hold and scheduled for a future rollout phase. Thank you for understanding.
Once the agreement is signed, our team will guide you through each step to ensure a smooth and successful transition.
Thank you for your continued trust in Kesef Accounting Service. We’re confident this upgrade will make working together even easier and more efficient, and we’re excited to bring you the benefits of QuickBooks Online.