QBO Navigation
This is where transactions are reviewed
What is the Bank Feed
These versions allow you to Create and Send Purchase orders
Plus and Advanced
The customer's reconciliations are not matching and there are transactions in the bank feed for the month they are trying to reconcile. This should be done first before reconciling.
What is categorizing transactions first.
This is completed after checking in or out of Work Day
What is the Check-in/Check-out workflow
This is a memo issued to a reduce the customer balance
What is a credit memo
From the Left Navigation menu in QuickBooks Online, this is where you can get to the Chart of Accounts
What is the Transactions tab
Fixed Assets can be found on this tab on the Left Navigation Menu
What is the Advanced Accounting Tab
The customer states there are duplicate transactions, causing discrepancies in their reports. This needs to be resolved to ensure accurate reporting.
What is exclude the duplicate transactions
This is used to obtain support while on a call
What is the support room workflow
This type of account relationship allows for more than one credit card that can appear on a single statement
What is parent/child account types
Expenses, Vendors, and Bills can be accessed from this option on the Left Navigation menu
What is the expenses tab
Spreadsheet sync can be found in this location
What is Reports or Gear Icon>Tools>Spreadsheet Sync
The customer’s account balances are inconsistent between their QuickBooks Online and their bank statement, and they have a backlog of unreconciled transactions. This step can help identify and correct discrepancies
What is perform a reconciliation
Here you can search for articles and support using Intuit Assist
What is IEP
This workflow allows you to match a transaction to a received payment(s) after it clears the bank
What is Bank Deposit
This tab on the Left Navigation menu can take you to the Performance Center
What is the Reports tab
This icon allows you to edit the Bookmarks on the Left Navigation Menu
What is the Pencil Icon
The customer is having trouble with their profit and loss statement showing incorrect income and expenses. Their expenses are showing transactions for sales.
What is review and correct account categorization
This site can help you find links to resources and benefit information from Intuit
What is Insight
This is where you can exclude transactions that are duplicates
What is the Bank Feed
This is where you can see if an item is marked as taxable
What is Products and Services
QuickBooks Plus allows this many people who can access QuickBooks Online
What is 5
The customer’s bank account transactions are not syncing with their QuickBooks Online account, causing an incomplete view of their finances. This feature needs to be verified for consistent data import
What is check bank feed connection
This is where you can see your personal metrics
Metric Dashboard
In addition to categorizing transactions, you can do this
Match or Pair