Business Application
Requires payment in full at time of Sale
Sales Receipt
Error when file not shared over Network
H202 Error
QuickBooks cloud back-up service.
What is Intuit Data Protect (IDP)
If a NON contact calls in who gives permissions to work with them?
Primary Contact on account.
Data services form, IRP form are found here...
QuickBase
Used to enter miscellaneous charges/ Paying someone
Check
Permissions, Ports, Services and Database is also called
PPSD
Needed to install QuickBooks for a customer.
What is a License number and Product number.
This needs to be done to your case when you transfer to another department.
Mark "Internal" and then close.
Resets Intuit Passwords.
OII
What a buyer sends a vendor to order more merchandise.
Purchase Order
Fixes windows components such as .Net Framework and MSMXL file
Install Diagnostic Tool or Component Repair Tool
The 3 Subscription plans offered for QuickBooks?
Silver, Gold and Platinum
If you are missing work you should...
Call workforce number and notify coach / trainer/ SME
Where we find customer facing articles that we email to our customers.
Community site
Enter this after receiving items from the vendor...
Bill
Usually fixed by .olding the ND and TLG files.
What is -6000 Errors
if a customer needs a special service (such as a report) that QuickBooks does not offer, what can we do?
Connect customer with Intuit Reseller Program (IRP)
The 3 metrics you will Bonus off of are...
TNPS, AHT (handle time) and Attendance.
Used to create cases / locate Knowledge based articles.
Salesforce
Managed thru writing checks or bills screen to track re-imbursable expenses.
Job Costing
Links inside QB are broken and unlinked. Resolved by Starting a new company file or restoring a back up.
Target Chaining
What are the 3 advanced services that comes with Platinum plan?
Advanced Reporting, Advanced Pricing and Advanced Inventory.
The 4 phone statuses used during shift...
Available, Break, Lunch and End of shift.
Must get Tier 2 approval and may be an additional fee.
Data Services