Basic QBO facts
A plan that only supports 3 users
Essentials
Besides a Profit and Loss report an invoice will show on what other report
Accounts Receivable
A purchase order is what type of transaction?
Non-Posting transaction
What tool do we use to view all back end information of an account?
QB Admin tool
you should always check to see if there is a _____ before reaching out to peers
KB
The max amount of account that can be created in a Plus account
250
An invoice is "completed" once....
you receive payment
Besides the Profit and loss report what report will a Bill show on?
Accounts Payable
What tool do we use for login trouble shooting?
OII/CSR
the ______ is the customer version of our knowledge base
Community
Where do you go to add new users
Gear > Manage users
When you want to give a customer a credit on their account you would create a...
Credit Memo
What tool do we use to view the customers screen
Glance/Smartlook
If you believe you found a bug and are not quite sure you can always ask _______
Supportability (the artists formally know as the bug team)
When customizing a form, how many template styles can you choose from?
6
A payment received will hit what account?
To pass the charge of an item on to a customer you would mark that item ....
billable
What tool do we use to help with payroll calls?
CS Server
If you run into a bad customer experience within the product what team could you consult with?
Customer experience specialists
When QBO is unable to do something you would suggest the customer to look in the ....
Apps tab
If you want to show a reduction in inventory by a sale you would use?
Invoice or Sales Receipt but you would make sure you use the Item Details section
When paying an independent contractor you want to make sure you are tracking the expenses for what year end form?
1099 - MISC
What tool do we use to manage billing?
Obill/Customer Center
Who are your #1 resources?
Peers