QBO
Xero
Custom Export
Foundational
100
What does QBO stand for?

What is quick books online?

100

Float is not a certified Xero integration, is this correct?

What is False?

100

Float can build custom exports for any ERP or accounting system as long as it meets one condition?

What is it can import a csv file?

100

When does the month-end reconciliation process need to be completed by?

1. Before month end

2. Within 5 days of month end

3. No time limits

What is no time limits?

200

What is the QBO term for Tags?

What is Classes?

200

What is the Xero term for Tags?

What is tracking Catagories?
200

How long does it take for Float to build a custom export?

What is around 30 days, but nothing is guaranteed! 

200
The 3 methods of automation Float provides

What is card rules, merchant rules, bulk update?

300

What segment uses primarily QBO?

What is 11-50?
300

What segment(s) primarily uses Xero?

What is 11-50, and or 51-200?

300

Why do we need a master import template?

What is to match the Float exports to the correct columns?

300

What information does a bank feed export?

What is the merchant and the transaction amount?
400

QBO calls this the equivalent of transactions?

What is bills?

400

Xero calls this the equivalent of transactions?

What is bill + payments?

400

How does Float handle receipts for custom exports?

What is a zip file of receipts with a Unique Identifier? 

400

The Float clearing account, how does this work? Bonus: What is Debited and what is Credited for top ups?

What is a bank account in your accounting system that reconciles the transactions you make in Float?

Dr Float Clearing Acount, Cr Bank Account