Team Meeting Today
An incentive to reduce the backlog where spotlights are available to the top performers.
What is the March Spotlight Challenge?
This is located in the IEP Help Panel.
What is the Pre-Lead Review Checklist?
What is the Intuit Code of Ethics?
This utility is used to assist you in collecting missing payees or categorization details?
What is the transaction collaboration tool?
This is the tool located in og-ctempleton used to notify the Team Camala leadership team that you would like to take time off.
What is the Time Off Request Workflow?
An add-on monthly subscription for bookkeeping help from QB-certified bookkeepers to help customers manage their books with experts by their side at a cost of $50 a month.
What is the DIWM Service?
These have not been matched or confirmed by the bank during the bank reconciliation process.
What are uncleared transactions?
This policy states that your laptop screen should not be visible to non Intuit employees.
What is the Privacy Policy?
This is the percentage of all balance sheet accounts that need to be reconciled to meet the minimum required criteria to close the books.
What is 90%?
This form, bookmarked in our og-ctempleton room, is used to recognize a co-worker who has done a fabulous job!
What is the WOW! form?
QBLive had a record number of these in February. The new number was 10,290!
What is Books Done?
Certain account balances (other than an equity contra asset account) within the Profit & Loss Statement or Balance Sheet can indicate an error within the books.
What are incorrect negative account balances?
This tool should be utilized within the first five minutes of your call.
What is SmartLook?
This is the maximum number of uncategorized transactions totaling less than $500 that are acceptable for a monthly close.
What is 10?
These are MANDATORY meetings that all team members must attend unless scheduled off.
What are the Monday (8am &/or2pm) and Tuesday (8am &/or 2pm) meetings?
This service is free with the purchase of QBO. It is a one-time service where a QuickBooks expert walks you through getting started using QuickBooks.
What is Guided Setup?
This is used to reconcile payroll liabilities.
What is the Reconciliation Tool?
Based on this policy, you are not allowed to throw other team members, Intuit's engineers or QuickBooks software under the bus
What is Intuit's Code of Ethics?
In an ideal timeline, the QBK will have document requests sent out when?
What is Day 1 through 3?
How many of our teammates' names begin with an A?
What are five (Andre, Angie, Annette, Ashley, Audra)?
The date that all monthly teams will transition to the UFO platform.
What is April 10th?
This is reconciled based on the client's schedule. If your client files monthly, reconcile every month. If they file quarterly, reconcile every quarter. If they only file annually, reconcile every year.
What are Sales Tax Liabilities & Expenses?
You can utilize this website to view any of Intuit's corporate policies at any time.
What is Insight (http://insight.intuit.com)?
This field is required on all expense, credit card transaction, check or other debit from a bank account.
What is Payee?
This is the team that we partner with and share a support Slack channel.
What is Team Sara?