QB Advanced
The number of users allowed in Advanced
What is 25
A bookkeeping expert manages the customers' books, whereas the bookkeeper shares the screen with the customers and provides guidance.
What is the difference between assisted bookkeeping and full service?
We will calculate, file, and pay the customer's payroll tax for them
What is auto taxes and forms?
What is a probing question for payroll?
Allows the customer to automatically back up their changes and restore them.
What is QB Online Backup
Quickbooks-certified bookkeepers are available to guide the customer and answer questions on topics like Categorization, Automation, Reconciliation, Reporting, Workflow management but they don't do the books for them.
What is included in assisted bookkeeping?
This is a no-fee account that allows customers to deposit eligible payments faster and provides a 5% high-yield savings envelope.
What is Quickbooks Checking?
Allows the customer to set up their salaried employees' payroll to run automatically.
What is auto payroll?
How do you take payments from your customers currently?
What is a probing question for Payments?
The customer can automate key accounting tasks, such as notifying customers when their payment has been received, setting reminders for transactions with a due date, and sending bills and invoices through pre-set approval workflows.
What is Automated Workflow?
Reconciling accounts monthly, creating custom reports, and recording and categorizing transactions.
What are things that Live bookkeepers help with?
Schedule recurring invoices to be automatically sent and paid.
What is recurring payments?
Get on-the-go time tracking, tools to help you manage projects, and save up to 4% on payroll
What is QB time?
How many people do you usually have that need access to your books?
What is probing question for Advanced?
The addon service that allows the customer to securely send data back and forth between Advanced and Microsoft Office Excel
What is Spreadsheet Sync
Running payroll and payroll tax filing, Business advisory or consulting, cash flow forecasting or creating budgets, submitting taxes, recommending loans, filling out financial applications, accountant or wholesale billing accounts, filing of taxes, product functionality issues and errors
What are things the live bookkeeper does not help with?
Let the customer pay with ACH, credit cards, or digital wallets.
What is digital payments
Switching from another provider? On this payroll subscription, We will review your payroll data, or an expert will complete your setup to make sure data is entered correctly into Quickbooks.
What is Payroll Elite?
How long are you looking to spend in Quickbooks daily? Weekly?
What is a probing question for Live Bookkeeping?
Feature that allows customers to create customized spaces for sales reps, vendors and more.
What is Custom fields?
Cost is $50 a month with 50% discount for the first 3 months.
What is the price of assisted live bookkeeping?
GoPayment app and card reader
What is the ability to take in person payments?
View pay stub information and W2s plus track hours.
What is the Workforce app?
The way to find out what products benefit each customer.
What are probing questions and active listening?