Intro
Is Bill Pay Powered by Melio Accounts Receivable or Accounts Payable?
Accounts Payable
Bonus* * * *
How can a QB user determine if they are in Bill Pay?
"Online Payment Mode" is toggled on
How many subcription types can support Bill Pay in QBDT?
Four
Bonus *
What are the three most common possible reasons for a user receiving a popsicle error?
Bill sync issue, Vendor sync issue, and org sync issue
A rare 4th reason: User sync issue
What QBDT subscription types is Bill Pay Powered by Melio available for?
Enterprise, Accounting, Pro, and Premier
What does the Expenses tab in Quickbooks reflect?
The bill, bill payment, and the category (accounts in your CoA)
Which admin has access to all parts of QB?
The Primary Admin
How does a basic user gain access to the Bill Pay portal?
The primary admin will need to grant them full access
If a user is getting a Popsicle error for one bill payment but not others, what should you tell them to do?
Instruct them to delete the bill and resubmit
What must be enabled to ensure a user has access to Bills and Bill Payments?
Vendor Permission
What is the difference between a bill and a bill payment?
A bill is recorded in a user's quickbooks account
A bill payment is what users schedule in bill pay powered by Melio
How can a Standard User or an Accountant access Bill Pay in QBO?
The Primary Admin must enable vendor permission
Are international payments available for QBDT?
No
What is the first question you should ask/figure out when trying to help a user?
Are you a payor or a vendor?
Bonus * * *
What are some other questions you can ask when trying to help a user?
Are you using QBO or QBDT ->
Are you having a user, Org, Vendor, or payment issue? ->
What is happening vs. what is meant to happen?
What happens when a user schedules an online payment using Bill Pay powered by Melio?
A bill payment is created in their Expenses page and the bill is automatically marked as paid.
What can users do in the unpaid tab in the Bill Pay dashboard?
Schedule a payment, edit a payment, and mark as paid
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On the QBDT Home Page, which entry points have a button "Schedule Online Payments?"
Enter Bills and Pay Bills
What are some types of tickets CX agents can help with? Name at least three.
Anything within the Bill Pay Portal: funding sources, adding bills, making payments, resolving payment failures, account and user management, and general bill pay support
What is Accounts Payable?
What is Accounts Receivable?
AP = Amounts you owe to the people you do business with
AR = Amounts others owe to your business; ie products and services you've provided
What happens when a user cancels a scheduled payment in Bill Pay?
The bill payment is deleted and the bill reopens as unpaid
Where would you go to track a users' activity, such as changes to the books?
The audit log
How can a Basic User access Bill Pay?
Must have equivalent Full Acces as the Primary Admin
What are some types of tickets that CX agents should refer to Intuit as the company's support team? Name at least three.
Anything within QB (not Bill Pay Portal): bill.com issues, changing subscription levels/types, contractor's and payroll reroute issues, QB cash balance, reconciling errors or extreme reorgs, Intuit credentials
What happens if a user tries to schedule a payment for a bill with the category "Contractor" or "Subcontractor" using Bill Pay?
QBO will block them and redirect message with the message “Looks like you’re trying to pay a contractor”. They need to be referred to QB Payroll for Contractors platform