Subscriptions
This subscription is used for small businesses that are just starting and only need to keep track of their income and expenses. The product comes with only one user
Quickbooks Online Simple Start
This is how to create an invoice.
New> Invoice
You use this transaction if your customer wants to make a payment at a later date
Invoice
This article is used when a customer is trying to move from desktop to online
Move from QuickBooks Desktop to QuickBooks Online
This tool is used to create cases and look up customer information
This subscription was voted our customers' favorite QuickBooks online product. It included 5 users and inventory tracking
QuickBooks Online Plus
This is how you add a new user.
Settings > Manage Users > Add User
You use this transaction to show that you already paid for something
Expense
This article is used to help the cx change the primary admin
Change the primary admin user in QuickBooks Online
This tool is used to accept incoming calls and talk to the customer
Amazon Connect ECUI v2
This subscription is considered the most expensive QuickBooks Online subscription. It has up to 25 users and allow data sync with excel
Quickbooks Online Advance
This is how you upgrade your subscription
Settings>Subscriptions and Billing>Upgrade
This transaction is used if you want to pay for something at a later date
Bill
This article is used if the cx can not log into their account
Recover your Intuit Account if you can’t sign in
This tool is used to look all users on the account in their roles. You generally would use this tool if the customer has any bank issues.
QBO Admin tool
This QuickBooks add-on is used to pay employees and Pay and file taxes to the correct agencies
QuickBooks Online Payroll
This is how you add a bank account to QuickBooks
Transactions > Bank Transactions > Link Account > Search your bank > Enter Bank Log in Details.
This is a list of all the accounts in QuickBooks along with the transactions they are categorized to
Chart of Accounts
This article is used to figure what verification information you need from a cx
Verify Customer Information (VCI)
This tool is used to communicate with your peers and leaders.
Slack
This QuickBooks add-on is used to receive payments from your customers.
Payments/Merchant Sevices
This is how you run a profit and loss report
Reports> Profit and loss under business overview
This is usually done every month to make sure that all the transactions are matching with the bank statements.
Reconcile
This article is used to help you troubleshoot browser issues
Troubleshooting browser problems
This tool is used to look at broken users, look at user login information, and confirm the AUTH ID.
OII