QuickBooks Online
This feature allows customers to determine profitability of various jobs
what is project tracking/project profitability
Which version of QBDT has industry specific features?
What is Premier.
E-invoicing is only a lower rate in which version of quickbooks?
What is QuickBooks Online
How many EIN's will desktop basic or enhanced payroll support?
What is: Discovery, Selection, Concerns, Decision, Delivery.
what is essentials or above
What is: all versions.
Swipe rate is lower because
What is: it has the lowest risk
After processing a desktop payroll sale, you must provide the customer with ____ so that they are able to activate the payroll.
What is a service key.
Telling the customer about all of the amazing things quickbooks will do for them instead of asking questions about what is important to them, is considered what?
What is: feature dumping or communicating value vs building value.
How many custom fields can you track in QBO AV?
What is 48
Which QuickBooks Desktop and payroll pairing is the most ideal for job costing capabilities?
Premier and Assisted
This version did not support the Smart Invoicing (pay now link) until the 2020 release.
What is: DT for Mac
How many employees maximum, are Intuit's payroll solutions OPTIMAL for?
What is: 50
*Technically desktop can support up to 150, but marketing would like us to say 50 for all platform to save the customers a headache.
What should we be doing after greeting the customer and finding out the reason for their call?
What is a strong assurance statement.
Which QuickBooks Online feature allows customers to see data in a visually appealing format with graphs, charts, etc.
What is Fathom Reporting?
These QB Products allow you to track up to 14,500 items.
What is: Pro and Premier
What are the platforms on which a customer can process a payment?
3 or more gets the points
In their QuickBooks, GoPayment app, In the Merchant Service Center, E-Commerce Site, Point of Sale.
example: Child Support, 401k, etc.
Who is: the customer.
What is the best way to get a customer motivated to making a decision/purchase?
What is pain and gain questioning.
How many custom fields on invoices are allowed in QuickBooks Online Advanced?
What is 10?
A customer needs industry specific reporting, 4 users, inventory tracking by assemblies, and sales orders. Which version would you recommend?
What is: LEAD PASS THAT SUCKER.
How many "payments only" users can you have in the GoPayment app?
What is: the limit does not exist.
"Sales Associate Roles"
An employee that works in more than 1 state during a single pay period is called _____
What is a roaming employee.
(not supported in FSP/Assisted)
The customer will see value in a product if:
Hint: ROI formula
ROI/Solution is > or = the cost.