QBDT Accountant
What is the main difference between a QBDT program and the Accountants programs?
Accountants have the accounting tools that are not in the regular programs.
What tool allows accountants to fix transactions that are posted to an incorrect account?
Reclassify transactions
Are all pro advisors accountants?
No
What are the 2 versions of QB Time?
Elite and premium
How many pieces of information should be verified for a payments call?
three
What are the two desktop PAP bundles offered?
PAP Premier & PAP Enterprise
What tool allows pro advisors to write off a client's customer's outstanding invoices?
write off invoices
How many Pro Advisor tiers are there?
Four
Who is assigned the role of primary admin?
The team member who creates the initial account and trial with qb time.
What is the standard batch time to receive an ACH deposit?
3:00 pst
How can you get access in the qboa account to desktop training?
The Primary Contact Auth ID in the CAN is a user in the QBOA Firm or the Purchase Order Auth ID is a Team member in the QBOA Firm
What tool is used to apply vendor payments to bills when there is a credit balance for that vendor that has not yet been used on any bills
Fix unapplied credits
Is the Revenue Share Program available for Pro Advisors with only a desktop subscription?
No
If a time sheet is deleted for a team member, how can the customer get it back?
The will have to recreate it manually, supportability can not bring it back.
Up to 5 business days
What is required prior to be listed in the Find a Pro Advisor directory?
Pro Advisor must have certification
What are the three types of files used with the accountant's copy?
qbx, qby & qba
What are some things you can have in a pro advisor profile that would attract more business?
Highlight your experience, skills, specializations, and QuickBooks certifications
Before timesheets can be exported/synced with QBDT, what needs to be done?
they need to be approved.
Where can a customer see their statements?
Go to merchantcenter.intuit.com(opens in a new tab) > Activity & Reports > All Statements.
Where would you look to find a ProAdvisor's Certifications and Testing stats?
QB Admin Tool>Volume
In the trouble shoot inventory tool, what color indicates that there is a negative inventory for an item?
Yellow
If the certification exam is not passed the first time, how many total attempts can be attempted and how long do you have to wait if you dont pass it after the last attempt to take it again?
If you don't pass after the 3rd attempt, you're locked out for 60 days. You need to wait 60 days and take the full exam again.
What tool do you use if there are duplicate team members listed in time?
Super cow power
Where can a customer go to find out the status of a risk case?
Resolution center