QBO
Sani needs to access his Quickbooks online account. He cannot remember his password and does not have access to his phone # or email for MFA authentication. This external resource is something we can send to Sani to help him regain access.
What is "Recover your Intuit account if you can't sign in"?
Jaimes needs to print a paycheck for a payroll that was already run, but she's not sure how to do that. This is the click path to view and reprint the paystub.
What is-
Go to Employee>Paycheck history>Click on stub>Reprint from there
Stephanie receives an email asking her to update account information for funds on hold. This is where she can go to view the request and upload the requested documents.
What is check email, visit merchant center/resolution center for more details.
(We can also check IBoss)
Accountants accounts are charged a base monthly servicing fee of how much?
What is $0
Geofencing is a feature of which Subscription?
What is QBO Payroll Elite
Sai calls in. He is trying to reconcile for a client but the books will not balance. He says the starting balance is off, and they have reconciled before. This report will show if changes have been made since the last reconciliation.
What is____
Reconciliation History
Eric has an employee who has a alimony payments needing to be calculated from their paycheck. This external article will give him a walkthrough on how to set that up.
What is the article- Set up and collect garnishments.
Britton calls in. He is trying to run a payment through QBO but it is not going through. When you check IBoss, he hasn't finished setting up her account. The kind of hold on Britton's account would likely be---
What is Settlement Control
Accountants accounts come with free access to some online software. They are equivalent to
What is Quickbooks Online Advanced and Payroll Elite?
Manny calls in. His employee Donna cannot sign in. She was able to sign in once initially. Her login information is unchanged from initial setup, as are the settings. This is what is going on, and what Manny can do to correct the issue.
What is deleting the employee, re-add Donna, and insure she clicks the right options for permissions so that time can access the needed information?
(these include items such as location tracking)
Michelle calls in. she is trying to connect her Chase corporate bank account, but it keeps giving her an error (108). She has already done the basic UDAS troubleshooting. What else can she try?
What is copy the URL login for the bank page and put it in the search bar when going to find bank gateway connection.
(in general trying the different connection options).
Lorena calls in because she sees a payroll sync error that is preventing her from running payroll. It instructs her to call us to resolve the issue.
What is____
Orphan Transaction Tool?
Jesus calls in. He says he sees a transaction of his is "Delayed". He asks what this means. You VCI 2 him, locate the transaction, and see that is indeed delayed, but there are no holds. It is batched to go out at the end of the week. How do you communicate this while still maintaining the verify, never supply principle?
What is:
"I have located that transaction, and you are correct that it has been delayed. However, there are no holds, so at this point it should process normally. If you don't receive the funds by Monday, call us."
Emily calls in because her proadvisor points are reflecting wrong. She said they were reading higher last week, and called to check.
What is____
QBO Admin tool, proadvisor sync tool (takes 24 hours to finish).
Josh's Employee Rick has hours that are not exporting from Time to Payroll. After checking your QB Time staff tool, you can see that the hours are in QB Time correctly. After proper UDAS troubleshooting, this is who you would reach out to for assistance.
What is NLH (T2)?
They will need to run an employee resync tool. We do not have access to this tool, so the only solution for this would be getting to NLH.
Syd calls in. He is trying to run a report but the numbers "Aren't pulling correctly". He is looking for guidance on getting the report to work as he intends. When you get on a screenshare with him, you see the report is indeed pulling up with missing information. The first step you should guide him through to resolve this issue before going to NLH is-
What is UDAS troubleshooting?
Norma calls in saying she received a tax notification from the IRS regarding taxes she did not pay. She is upset as she has autopay and file on, and feels these should have been paid by us.
What is.... Send the article for "Send in your payroll tax notice"
This is where we go to view a customers monthly statement for Quickbooks Payments processing in IBOSS.
What is Transaction Summary>Scroll to the bottom, scroll bar to the far right, click the pdf for each month.
Eric the accountant calls in because he wants the billing for her client Sarah to be billed to himself, not to Sarah. This is the click path Eric needs to take in order to transfer the billing.
What is___
Transfer client over to the firm for billing
(Smartlook>go to clients QuickBooks from accountant view> view billing and subscription>click the button for transfer>select accountant>go into accountant view, change the client from client to firm billed.)
Trey calls in because his employees are randomly getting clocked out a few hours after they clock in. They have QB Time Elite, his employees clock in at a kiosk but they also have QB Time on their phones and use that sometimes to clock in and out as well. Why could this be occurring?
What is Geofencing is enabled?
(Employees phone carrier pings their location outside of geofencing location, thereby clocking them off)
Joseph has a corporate credit line. In this credit line, his employees each have their own card. However, the statement for the account comes as one. This is how he can set this up in QuickBooks so that it pulls in transactions correctly for each card while also being able to be reconciled together.
What is the article "About bank or credit card subaccount Setup".
Flor has Payroll Core and deductions were not calculated correctly for two of her employees for Q2 of this year. This is what she/we needs to do to fix this.
What is create a payroll Amendment case. This involves having Flor fill out the payroll amendment form and then following the case escalation process appropriately.
Myrna calls in about a payment made to her by her customer a month ago. She has still not received the funds. She wants to know where the amount for that transaction is at and why it hasn't come with any of the batches yet. This is where you can go to see the transactions batch date.
Transaction Search> Open the transaction> View batch date, amount, and status.
Carlos calls in. He was just approved for Revenue Share, and wants to get his clients onboard. He already has 3 clients in QBO, and 2 clients he is wanting to migrate from Desktop. He also has one new prospective client who hasn't been set up in Quickbooks yet. The total number of his existing clients he can have in revenue share is-
What is one? None of his existing clients qualify- they have to be new accounts in Quickbooks Online.
Can a Primary Admin make changes to Aproved Time?
What is false (They must unapproved the hours in order to make changes, then reapprove once the changes are complete).