Accountant Care
Tier level everybody starts on in ProAdvisor
What is Silver?
I am not listed with the other Reports.
What is the Approval Report?
You use this tool mainly when assisting customers on calls
What is iBOSS?
QBO Advanced includes this.
What is Elite plan?
This is IDEAL
What is Identify, Define, Explore, Act, Look Back?
QBO Accountant users can undo a prior reconciliation by using this
What is 'Undo Reconcile' function?
We don’t support this Integration anymore.
What is Gusto?
Never do this when trouble shoot a card reader.
What is turn off Bluetooth?
Fast ACH needs to be scheduled by this to be delivered by the next BD
What is 5 PT on prior BD?
These 2 steps Must be done prior to transferring caller
What is verify the customer's information, identify their issue, and identify what the customer is really asking for and their goal, and let your customer know you will connect them to an Expert best suited to help them?
The characteristic that separate a bookkeeper from a CPA.
What is offers accounting advice, oftentimes with complex tax implications?
You use me to assist customers on calls
What is T-Sheet?
This is when multiple paid transactions are deposited at the same time.
What is a Batch?
These are the Delivery times.
What is 3-5 BD for Standard ACH transfers and 8-10 BD for paper checks?
Customers go here if they have been transferred twice and needs to be transferred again.
What is Next Level Help {NLH}/(Tier 2)?
You see this once you add a client and can then access their QBO Account
What is the QB symbol?
The most popular integrations where providing customers with faster payroll processing and more accurate invoicing.
What is QuickBooks Desktop and QuickBooks Online solutions?
You will reach out to them if a payment account has a hold on it.
What is Risk?
This information is used when subscribing.
What is the same information use to setup a payments account?
These are the 2 core parts of your Service Quality Score (SQS).
What is Greeting and Wrap-up?
When using the QBOA Promos to request for missing promos to be added you would use this CID and you must always have this Request Status.
What is QBOA CID and New Reuest?
The data Needed to entered Properly on QBO to intergrate with QB Time.
What is EE, Contractors, Customers, Service Items, Classes?
This is Lvl 2 verification needed before providing any information on an account.
You must do this before getting me.
You can find me here.
Based off of who you are speaking with you need to get this many of me.
What is Principal’s full date of birth (DOB), Last 4 digits of Employer Identification Numbers (EIN), Last 4 of the bank account number associated with the Merchant Services account (DDA), Principal's last 4 of Social Security number (SSN), Phone number OR Email address (if not verified for Level 1)?
What is use a Secure Pause?
What is Salesforce - "Verify Merchant" panel located on the left side of a Payments-offering case?
What is two if speaking with the Primary Principal, or three if speaking to the Beneficial Owner, or a Verified Contact ?
This is sent to vendor to add payment infomation
What is email invite for a free QuickBooks Money Account?
The key aspects of Advocacy
What is Building Rapport, Active Listening,
Smiling, Showing Empathy, and Providing Tailored Solutions?