QuickBooks Online
QuickBooks Desktop
MAS
Payroll
The Convo
100

This feature allows customers to determine profitability of various jobs

What is project tracking.

100

Which version of QBDT has industry specific features?

What is Premier and Enterprise.

100

E-invoicing is only a lower rate in which version of quickbooks?

What is QuickBooks Online

100

How many EIN's will desktop enhanced payroll support?

What is 3?

100
What are the phases of the CDC? 

What is: Discovery, Selection, Concerns, Decision, Delivery.

200

What feature allows for discounting items for specific customers, or sets of customers; What version is it in?

What is: the Price Rules (Beta) feature. It is only available in Advanced; It must be turned on in settings.

200
This version of QuickBooks Desktop allows you to utilize class tracking.

What is: all versions.

200

Swipe rate is lower because 

What is: it has the lowest risk

200

Multi-State Filing: How much is it per additional state and which payroll solution doesn't charge per state? 

What is: $12 and Elite Payroll

200

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.

300

How would one create sales orders in QuickBooks Online?

QuickBooks Online cannot create sales orders. This is best done through a third-party app like SOSInventory!

300

Which QuickBooks Desktop and payroll pairing is the most ideal for job costing capabilities?

Premier and Assisted

300

The Max amount a business can process in a single ACH Transaction

What is:  $49,999.99

300

Name all 6 of our currently active payroll options.

What is: Contractor, Core, Premium, Elite, Enhanced and Assisted.

300

What should we be doing after greeting the customer and finding out the reason for their call? 

What is a strong assurance statement.

400

Which QuickBooks Online feature allows customers to see enhanced data in a visually appealing format with graphs, charts, etc.

What is Fathom Reporting

400

How many computers can you install a 1 user license QuickBooks Desktop on?

What is: per the EULA, you can install 1 at your place of work, and 1 on your personal. 



400

What are the platforms on which a customer can process a payment?

example: GoPayment app

Ecommerce, In their QuickBooks, GoPayment, In their Merchant Service Center, Point of Sale.

400
Who sends payment to any garnishments or deductions on an employees paycheck?


example: Child Support, 401k, etc.

Who is: the customer.

400

What is the best way to get a customer motivated to making a decision/purchase?

What is pain and gain questioning.

500

How many custom fields on invoices are allowed in QuickBooks Online Advanced?

What is 12

500

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.

500

How many "payments only" users can you have in the GoPayment app? 

What is: the limit does not exist. 


"Sales Associate Roles"

500

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) 

500

The customer will see value in a product if: 

Hint: ROI formula

What is: 


ROI/Solution is > or = the cost.