Pot Luck
5 users, 2 Accountants and unlimited report users
What is QuickBooks Online Plus
Projects are a recommended way to track _________
What are income, costs, and profitability?
C,C,C,C All I see in my Chart of Accounts is Cs
What is matching and adding in the banking tab in QuickBooks
You use this to generate a PIN to have a customer upload their files.
What is File Exchange
Oops, I made another, when I already had one!!
What is a duplicate case
Just like balancing your cheque book, you need to review your bank & credit card accounts in QuickBooks to make sure they match your real-life bank accounts
What is reconciliation
Project transactions shouldn't be in these types of accounts
What is asset, liability, or equity accounts.
A previously-reconciled transaction was deleted. This is a common cause for a ___________________
What is beginning/opening balance discrepancies?
True or false - qbo_supportteam@intuit.com must ALWAYS been invited to the customers quickbooks online account as an admin user while setting up the data service request.
What is true
Not my circus, not my monkey, not my call
What is misrouted
The amount or account of a previously-reconciled transaction was changed. This is a common cause for a ___________________
What is beginning/opening balance discrepancies
What QuickBooks Desktop jobs import as
What is sub-customers
The area inside the QuickBooks Online Product can one undo a reconciliation
What is the bank Register?
The maximum total target size that can be imported into QuickBooks Online
What is 350,000
Ask yourself these questions if you should mark a case internal
What is
"Did I do ANYTHING or ANSWER any questions or PROVIDE any sort of assistance on the call"
*Required* Email address of the MMA/Primary Contact, Last 4 digits of the credit card or bank account on file, Billing Address, Dollar amount of the last subscription billing charge
What are examples of Level 2 verification questions?
Versions of QBO which have job costing
What is QuickBooks Online and QBOA
A customer reconciles in order to
What is to balance their books
The number of days a customer has to move their QuickBooks desktop file to QuickBooks online after they open their account
What is 60 Days
You want to mark a case internal as you have a bad feeling the customer will give you a bad a survey
What is NEVER - this is survey avoidance
You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions
What is standard users
Replace the name of the customer in the invoice with the project name
What is how to move existing projects to an invoice
Customers should do this every month
What is how often you reconcile
After you have completed the data service case, what is the next step that you would do with the case
What is transfer case to Data Service queue
You reached the ACT part of Ideal on the call
What is NOT internal - if you ACT you have a case