QB Advanced
The number of users allowed in Advanced
What is 25
A bookkeeping expert manages the customers' books, whereas the bookkeeper shares the screen with the customers and provides guidance.
What is the difference between assisted bookkeeping and full service?
Create and share a link to take direct payments anytime
What is Simple payment links?
We will calculate, file, and pay the customer's payroll tax for them
What is auto taxes and forms?
Allows the customer to automatically back up their changes and restore them.
Quickbooks-certified bookkeepers are available to guide the customer and answer questions on topics like Categorization, Automation, Reconciliation, Reporting, Workflow management
What is included in assisted bookkeeping?
This is a no-fee account that allows customers to deposit eligible payments faster and provides a 5% high-yield savings envelope.
What is Quickbooks Checking?
Allows the customer to set up their payroll to run automatically.
What is auto payroll?
The customer can automate key accounting tasks, such as notifying customers when their payment has been received, setting reminders for transactions with a due date, and sending bills and invoices through pre-set approval workflows.
What is Automated Workflow?
All of our bookkeepers have the following credentials: ProAdvisor certification, Advanced ProAdvisor certification, a minimum of three years of experience working with QuickBooks, and at least one of the following: active Certified Public Accountant, Certified Public Bookkeeper, bachelor’s degree in accounting/finance, or expertise in accounting, finance, or bookkeeping
What qualifications do QuickBooks Live bookkeepers have?
Schedule recurring invoices to be automatically sent and paid.
What is recurring payments?
Get on-the-go time tracking, tools to help you manage projects, and save up to 4% on payroll
What is QB time?
The addon service that allows the customer to securely send data back and forth between Advanced and Microsoft Office Excel
What is Spreadsheet Sync
Includes two phases: cleanup and ongoing bookkeeping
What’s included in QuickBooks Live Full-Service Bookkeeping?
What is digital payments
Switching from another provider? We will review your payroll data, or an expert will complete your setup to make sure data is entered correctly into Quickbooks.
What is Expert Review or Expert Setup
A new feature that auto-calculates depreciation for fixed assets automatically monthly.
What is Auto-track fixed assets?
The customer is an active online user and is on Obill billing.
What are two items you must verify before creating a QB live lead?
We will record and match payments taken through Quickbooks.
What is automatic bookkeeping?
View pay stub information and W2s plus track hours.
What is the Workforce app?