Subscriptions
What are the four main QuickBooks subscriptions?
What is Simple Start, Essentials, Plus, and Advanced
This button is the go-to for creating invoices, bills, expenses, etc.
What is the + New button
Invoices and Sales Receipts
This report shows only income and expenses
Profit and Loss
What is included in "Walk to Work"?
Clock in to Kronos
Open Salesforce
Open your phone
Open Slack
Open Test Account
How many sales channels can you connect to a QuickBooks Advance account?
All/Unlimited
How would you connect a bank account in QuickBooks?
Banking>Link Account
What account do funds go to when waiting for an invoice to be paid?
What is accounts receivable
This report shows you transactions by vendors
Transaction List by Vendor
This tool found in Salesforce will show company info, users, bank accounts, etc.
What is QBO Admin Tool
What two subscriptions allow inventory management?
What is plus and advanced
Where should the agent guide the customer to start a smartlook session?
Gear Icon>Smartlook
____ can be applied to bill payments
Vendor credit/Credits
This report shows you how many days have passed after sending out an invoice
Accounts Receivable aging summary
When answering the phone, what is the main thing Quality is looking for in your opening?
Branding/Intuit
Essentials has this many users.
What is 3 users
How do you find your company ID?
Ctrl+Alt+? OR Gear>Account and Settings>Billing and Subscription
Where would you go to receive a payment on an invoice?
Sales>Invoices>Find the invoice and click "Receive Payment" OR + New>Receive Payment
This report only shows you assets, liabilities, etc.
Balance Sheet
In Salesforce, this will be your main tool to find articles
What is the help panel
This QuickBooks subscription is the only subscription that will let you back up your company data. $$$
What is QuickBooks Advance
Where would I go to reconcile an account?
Accounting>Chart of Accounts>Bank Account>Reconcile OR Gear Icon>Reconcile>Select the account
____ can be set up for reoccurring bank transactions
Rules/Bank Rules
This report will summarize total balances for vendors
Vendor Balance Summary
When creating a case, this box must always have OEP selected when putting in the company ID
What is the Asset box