List the steps to see what courses are listed for a user
1) Hover over Manager >select Dashboard
2) Click on Users tab
3) Enter search criteria
4) Click the Actions drop down >select transcript
HOW25229
300
What are the 3 types of Data Damage?
What is list, transaction, & link
300
List the Steps a ProAdvisor would use to see their transaction/order history in Quickbooks Desktop.
1) Go to Company > My Company.
2) Admin clicks on Manage Your Account and Users click on Sign in.
3) Enter email address or user ID and Password.
4) Under Payment & Order Activity the customer has the option of either clicking on:
a. View your transaction history
b. View order history
300
What does ALICE stand for?
What is Assets, Liabilities, Income, Capital, Expense
300
What is used to make entitlements searchable in PAP CSR if they are not originally showing?
What is the Sync Entitlement Tool?
400
How do you combine 2 users?
1) Hover over Administrator >Users >Merge Users
2) Enter search criteria
3) Browse for the Source user & select
4) Browse for the Target user & select
5) Check for conflicts
6) Merge Users
HOW13689
400
There are four main causes for Data Damage, they are...?
1) Power Surges
2) Computer crash or abnormal shut down
3) Insufficient Resources
4) Preference/Application issues
400
When accessing the "My ProAdvisor" tab, there are 6 additional tabs our customers have access to. What are they?
What is 1) Certification
2) Profile
3) Training
4) Discounts
5) Resources
6) Notifications
400
What report shows total net income?
What is Profit & Loss
400
Who is the gentleman (Name & Title) who asked us to help with the IES queue last Friday?
Steve Asma-Director
500
What steps would you take to send a certificate to a ProAdvisor who couldn't download it themselves?
1) Hover over Administrator >select Learn >Learning Activities
2) Search for year of certification
3)Find course & click Manage Roster
4) Search for Auth ID
5) Choose user & click Activity Completion Diploma
6) Export file to PDF >Click File >Save copy to PDF
7) Send to ProAdvisor
500
Links connect transactions together within which 2 accounts?
What is Accounts Payable (A/P) and Accounts Receivable (A/R)
500
What are the 4 support options that the customer can access through their QBO account?
What is 1) QBOA Online Knowledgebase
2) Chat Support
3) Phone Support
4) Online Communities
500
If I write a check for $100 to pay a bill do today, what does my T-Chart look like?
What is $100 on the right of my Bank Account (asset) and $100 on the left of my Expense account
500
List at least 4 resources you must exhaust before reaching out to Tier II.
What is KB articles, C3 articles, Peers, Jabber Chat, Google?