Business Exploration
The product to discuss if a customer says they have employees or contractors.
What is Payroll?
The single-step tool that lets customers pay invoices online via card or ACH.
What is QuickBooks Payments?
The step where you restate the customer's goal back to them before screen sharing.
What is Issue Understanding?
The rule on pitching Live Bookkeeping if the customer's firm pays for QBO.
What is Do Not Pitch?
The forbidden word when explaining the purpose of a GSU call.
What is "Tour"?
The minimum number of minutes you must log into IEP before going "Available."
What is 5 minutes?
The file format strictly required when uploading previous invoices.
What is CSV?
The QBO menu header containing the "Share screen" option.
What is the Gear Icon?
Under Scenario 2 (Client-Billed), the products that ARE allowed to be pitched even if the client has a full-service accountant.
What are Payments, Payroll/Workforce, Bill Pay, or QBO Advanced?
The total number of times you must use the customer's name on a call.
What is 3 times?
The QuickConnect queue used to transfer customers needing pre-migration help.
What is Desktop Migration?
The action that turns an approved estimate into an invoice in one click.
What is Convert?
The maximum number of sentences an Issue Understanding statement should be.
What is 2 sentences?
The term for selling and completing a bookkeeping setup directly on the call.
What is Serve-to-Sell?
The action an expert promises to take if the call reaches its time limit before all topics are covered.
What is showing the customer how to book another appointment?
The keyboard key pressed in QuickBooks Desktop to find the License Number.
What is F2?
The QBO module that automatically calculates location-based rates on invoices.
What is Sales Tax?
The required statement read to the customer before launching remote support.
What is the Disclaimer?
What to do if the SER Panel recommends Live Bookkeeping for a Full-Service client.
What is Disregard?
The key topics listed under Scope for a standard first-time GSU call.
What are Account & Settings, Banking, Chart of Accounts, Invoicing, and Reporting?
The accounting tool used to fix report mismatches after migrating to QBO.
What is a Journal Entry?
The QBO Advanced feature that tracks contract income over time.
What is Revenue Recognition?
The color of the button the customer clicks to end an Intuit Meeting session.
What is Red?
The transfer type used when a customer wants to talk to a bookkeeper immediately.
What is a Warm Transfer?
The resource dedicated to Full Service customers during onboarding.
What is a Bookkeeper?