Salesforce
Located inside salesforce. This is used to lookup articles in order to help the customer.
Help Panel
You use this at least twice during the call to build trust and rapport with the customer.
Name
This the cheapest QBO plan
Simple Start
"I just hired new employees to help with my business"
Payroll
This article is used to help the customer if they can't log in.
Recover your Intuit Account if you can’t sign in
This is the best info you can use to look up a customers specific account.
Company ID
Using words such as "I understand how stressful this can be" protrays this.
Empathy
If you want to be able to create projects you have to upgrade to this subscription
Plus or Advance
" I need my customers to be able to pay their invoices through Quickbooks"
Payments/Merchant Services
This article is used to help a customer become and a Primary Admin if the previous admin is unavailble
Request to be the primary admin or contact
This tool is located inside of salesforce and is used to verify the customer.
Admin tool
This is how long we can put the customer on hold.
2 minutes
You can have up to 3 users with this subscription.
Essentials
" I need help with fixing and organizing my books"
Quickbooks Live
This article is used to help the customer connect their bank accounts.
Connect bank and credit card accounts to QuickBooks Online
We would mark our case as this before closing it if we did not help the customer.
Internal
Recapping a summary of the customers issue displays this.
Issue Understanding
This is the most expensive subscription and the best QBO has to offer
Advance
"I want to be able to pay my contractors but don't want to use payroll"
Bill Pay
This article is used to help the customer with customizing invoices
Customize invoices, estimates, and sales receipts in QuickBooks Online
If you do not add this to your case, you will not be able to view the customer’s billing or access the recommendation panel.
Asset
We have to do this ever call to ensure the customers account stays secure.
Verify
You have this long to migrate your Quickbooks Desktop to Quickbooks Online
60 Days
" I have a lot of companies and I want to be able to put them all together under one umbrella"
IES
This article is used to help a customer fix their discrepancies during a reconciliation
Enter an adjusting entry for a reconciliation in QuickBooks Online