Easy
What are the different QuickBooks Desktop products do you support?
Pro Plus, Premier Plus & Enterprise
Alexander added 2 users to his existing subscription and he needs help in setting up Multi-user in QuickBooks. What level of verification is applicable on the scenario?
Level 1
This is Aly's first time to work with bank feeds in QuickBooks Desktop. She wants QuickBooks to send information to her bank and download bank transactions directly from it. Which bank feed connection can you recommend to Aly?
Direct Connect
You wanted to see any changes made by the customer inside camps.intuit.com. What Desktop expert tool will you use to find this information?
MDM
Lisa is a business owner who purchased goods from a supplier to pay later. What transaction should she enter inside QuickBooks?
Bill
A customer needs help categorizing a QuickBooks transaction.
what level of verification is applicable on the scenario?
Level 1
Lucifer added 2 users to his existing subscription and he needs help in setting up Multi-user in QuickBooks, what is the best article that you can use to help Alexander?
Install QuickBooks Desktop
Joe needs help adding 2 more users on their existing QB Enterprise Platinum subscription. Which button should you choose in the Products and Services page to add users to a customer's subscription?
Modify
Expert: Thank you for contacting Intuit. My name is Alyson, your QuickBooks Desktop expert, How may I help you today?
Customer: I was speaking with a representative, but the call suddenly got disconnected. What I'm trying to do is import my bank transactions into QuickBooks so I can reconcile my account, but I'm not sure how to do it.
Expert: I'd be to assist you. Could you let me know what steps you've taken so far with the representative?
Customer: Well, I was instructed to download my bank transactions from the bank's website in a QBO format, and I've already completed that step.
Expert: Great! Now let's proceed with importing that into QuickBooks.
What is the correct click path to import .QBO file in QuickBooks?
Banking > Bank Feeds > Import Web Connect Files
Call another person
Jimmy needs a report that shows a summary of income owed from all open invoices. Which report should he use to see those amounts?
Customer Balance Summary
Expected expert behaviors to correspond with the IDEAL workflow.
Ask clarifying and probing questions to understand the customer's issue and goal.
Use narrowing questions and the UDAS method to determine the root cause of the issue.
Use your resources and present solutions to the customer.
Agree on a plan with your customer and implement the solution.
Summarize the steps you took to resolve the issue.
I can't find my back up!
Based on this interaction, the customer is unsure of the exact file location. Which file extension should they search for in File Explorer?
.QBB - Quickbooks Back up
QuickBooks License Number does requires secure pause? Yes or NO
Yes
Customer: I’m in the middle of reconciling my bank account, and my beginning balance is off by $250. I know I was balanced last month. How do I find out which transaction changed?
Expert: I can definitely help you with that. This usually means a transaction that was already 'cleared' last month was edited, deleted, or uncleared recently. QuickBooks actually has specific report see these transactions.
Which report should you recommend for the customer to pull up?
Reconciliation Discrepancy Report
Steps in the correct order for sending an email through your Salesforce case.
In the case, go to the Feed tab and select Email. Check that the correct email address is in the To field, choose "qbocaressupport@intuit.com" from the From dropdown, and add a subject.
Select the insert template icon.
From the Templates dropdown, select All Classic templates. Then select the product and relevant template for your customer's product and issue.
Edit the information in the template to customize it for your specific customer. Then select Send.
Toni's customer returned a damaged item requesting for a full refund. How will Toni record this in QB?
Create Credit Memo
True or False: The following list requires Level 1 verification.
Business Name
Business Address
License Number
False
Amanda needs a report in QuickBooks 2024 that shows which items are selling quickly and which are not. Intuit Assist tool suggested an article about Inventory Turnover Report. Based on the article, how will Amanda generate this report in QuickBooks 2024?
Reports> Inventory> Inventory Turnover Report
True or False: OII and MDM is accessible in QBDT
False its within Salesforce