Essential Customer Experience
During the first 15 seconds of your greeting what is an essential part of the greeting
What is one of the following
Use these steps to set up a new sales tax code
What is
Left menu, select Taxes.
Select Sales Tax.
Select Manage sales tax.
Select Add tax.
Under What type of tax do you want to add? select Add next to one of the below options and follow the prompts to complete set up.
The two ways that customers can receive/send their invoices
What is
1. through email
2. using a link
A workaround to setting a default bank account
What is accounts are alphabetically arranged, the customer needs to put an "A" in front of the bank name if they want to see it on top of their list.
Subject
Description
Account Name
Contact Name
Asset
Product
Type
Area/Sub-area
Status
Origin
Agent Resolution Notes
What is required fields when documenting a case.
You send this to the customer if it is relevant and applicable to the call but not after every call
What is an email with applicable links
You do this to adjust your sales tax
What is...
On the Prepare return page
select the Adjust link on the far right of the line you wish to adjust.
Enter the amount of tax you would like to add to the line (to reduce the line, enter a negative number).
Select your adjustment account. This may be an income account for tax credits, or if your Tax Payable account is correct, you can select the Payable account to adjust the return without affecting your Chart of Accounts.
Select Save to save the adjustment.
Do this to _________________
Select Create ⨁, then select Invoice.
From the Customer ▼ drop-down, choose the name of your customer. Verify the other information as well.
From the Terms ▼ drop-down, choose the term when you expect the payment from your customer.
Check the date and the Due date.
Select the item or service. Some fields, such as tax rate, may be required.
Select Save or Save and close.
What is sending an invoice
3 ways to import bank transactions in batches
What is
1. Web connect file to your bank
2. Import from Excel
3. 3rd party app - i.e transaction pro importer
4. If new to QBO from DT
The last 120 seconds of your call must include one of the following
What is
These are the two accounting methods within QBO that can effect your sales tax
What is cash or accrual
These are the current languages you can send an invoice in
What is
English
French
Spanish
Italian
Chinese (Traditional)
Portuguese (Brazil)
Do this to exclude expenses from downloaded bank transactions
What is
1. Select Banking.
2. On the Banking page, select the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. From the Batch actions drop-down, choose Exclude Selected.
This is what LEAP stands for
Listen
Empathize
Act
Partner
From the left menu, select Taxes.
Select Sales Tax.
Select Manage sales tax.
On the Tax agencies tab, locate the tax agency associated with the sales tax rate you wish to make inactive.
Select Make inactive in the Actions column next to the rate you wish to make inactive.
You'll know the sales tax rate has been deactivated when you see Make active in the Actions column for that sales tax rate
What is remove a sales tax rate
4 things the account summary let's you show your customer...
What is:
Balance Forward: The total amount due and any credit balance from the last invoice.
Payments and credits: All payments or credits since the last invoice.
New charges: The total amount of new charges and credits on the current invoice.
Total amount due: The customer's total balance.
Do this to _______________
1. Go to Banking.
2. Select Connect from the landing page, or select Add account if you've already created an account.
3. Search for your bank.
4. Select Continue, then enter the username and password you use for your bank's website in the pop-up window.
5. Select the type of account you're adding (savings, chequing, or credit card).
6. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
7. Select Connect.
What is connect your bank
During the last 180 seconds of your call this needs to be included
What is
The 4 Steps to File Sales Tax
What is
1. Prepare your return
2. Submit your Sales Tax Return
3. Close your sales tax period in QuickBooks Online
4. Record a payment to or refund from the CRA
1. Go to Settings ⚙️.
2. Select Account and Settings.
3. Select Sales under Accounts and Settings, then go to the Sales form content section.
4. Select the pencil icon in that section.
5. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
6. Select Save and then Done.These fields will now appear on your sales forms.
What is creating your own custom fields on invoices, sales receipts, refund receipts and credit memos
QuickBooks Online is unable to connect to your bank’s website at the moment. These errors usually fix themselves within 24 hours. Error code ____ or _____ (just one is good)
What is Error Code 102 or 105