Let's Get Intuit

What's the Criteria?

100

• 100% books complete - Required for cleanup
• Reasonably complete/open items - not available for year-end bookkeeping

What are two situations when books can close?

200

• Accounts can’t go more than 3 months without being reconciled to a supporting document. 
• Not updating the books based on all available information provided by the client

What are RCOI Method Restrictions

300

You’ve made 3 attempts to contact the client for the remaining information within 10 days

What is the 3,6,9 follow up?

400

• All reconciliations are complete.
• All transactions are categorized properly.
• All payees are recorded for each transaction. 
• The books are free from material errors. 

When can books be 100% closed?

500

Confirm that the ‘Bank Balance’ dollar amount agrees to the ‘In QuickBooks’ dollar amount

What is the bank feed match method?

Back to Basics

100

Reconciling, Categorizing, & Report Generation

What are the 3 main bookkeeping tasks QB Live handles?

200

10 days not including weekends

How many days do we have to return books back to CU

300

Illegal Activities, Foreign bank accounts, cryptocurrency accounts

What are OOS scenarios

400

Industry Type & Tax Form

What is company information needed from SMB to build books?

500

Cash Method

What is the accounting method we use in QBL?

Holiday Fun

100

Day of the week Christmas Falls on this year

What is Sunday?

200

3 birds in 1 dish

What is the turducken?

300

Santa's favorite meal

What is milk & cookies

400

Everyone's favorite sale after Thanksgiving

What is Black Friday?

500

Poult

What is a baby turkey

Timing is Everything

100

Days 1-3

When do QBKs send out document requests?

200

Days 15-21

What is book review time line

300

Day 7

When should uncategorized transactions be sent ti SMB?

400

Day 21

When should QBK meet with SMB to review reports?

500

Days 8-14

What are ideal days to complete asset & liability recons?

Food For Thought

100

"Pizza Pizza"

What is Little Caesar's?

200

"Eat More Chikin"

What is Chik-Fil-A?

300

"Have it your way"

What is Burger King

400

"Crave Those Crazy Squares"

What is Cinnamon Toast Crunch?

500

"Obey Your Thirst"

What is Sprite?