QBDT Accountant
What is the main difference between a QBDT program and the Accountants programs?
Accountants have the accounting tools that are not in the regular programs.
What tool allows accountants to fix transactions that are posted to an incorrect account?
Reclassify transactions
Are all pro advisors accountants?
No
When can we issue a new stand alone accountant payroll sub?
What types of businesses is QuickBooks Desktop Accountant suitable for?
QuickBooks Desktop Accountant is ideal for accounting professionals and firms that manage books for multiple small to medium-sized businesses across various industries.
What are the two desktop PAP bundles offered?
PAP Premier & PAP Enterprise
What tool allows pro advisors to write off a client's customer's outstanding invoices?
write off invoices
How many Pro Advisor tiers are there and what are the names?
Four: silver, gold, platinum and elite
What is the first thing you should do if an accountant calls to add an EIN to their payroll subscription?
Check in PSP if the EIN is already in there.
Can QuickBooks Desktop Accountant be used on multiple computers?
Yes, QuickBooks Desktop Accountant can be installed on multiple computers, but the number of users who can access a certain file simultaneously depends on the number of licenses purchased. One PAP=1 User
How can you get access in the qboa account to desktop training?
The Primary Contact Auth ID in the CAN is a user in the QBOA Firm or the Purchase Order Auth ID is a Team member in the QBOA Firm
What tool is used to apply vendor payments to bills when there is a credit balance for that vendor that has not yet been used on any bills
Fix unapplied credits
Is the Revenue Share Program available for Pro Advisors with only a desktop subscription?
No
What is the shortcut to get to the service key screen in the qbdt file?
Control & K
Are there any discounts available for qbdt users/accountants?
No, discounts are only offered for qbo accounts, not desktop.
What is required prior to be listed in the Find a Pro Advisor directory?
Pro Advisor must have certification
What are the three types of files used with the accountant's copy?
qbx, qby & qba
What are some things you can have in a pro advisor profile that would attract more business?
Highlight your experience, skills, specializations, and QuickBooks certifications
What is an MTL hold?
Intuit holds Money Transmitter Licenses (MTLs) in all states where it's required to do so and is federally registered as a money service business. We must comply with Anti-Money Laundering and Terrorist Financing (AML/TF) requirements. It gets put on an account when there is information missing in PSP such as the Principal Officer's home address, SSN, DOB, business address, business type or industry type.
What does a customer need to do to maintain their certification?
Pass a short re-certification exam by June 30th of each year.
Where would you look to find a ProAdvisor's Certifications and Testing stats?
QB Admin Tool>Volume
In the trouble shoot inventory tool, what color indicates that there is a negative inventory for an item?
Yellow
If the certification exam is not passed the first time, how many total attempts can be attempted and how long do you have to wait if you dont pass it after the last attempt to take it again?
If you don't pass after the 3rd attempt, you're locked out for 60 days. You need to wait 60 days and take the full exam again.
What is an AML Hold?
Anti Money Laundering Hold put on by Risk when additional information is needed by the RISK team.
How long does the accountant have to download the file from the accountant copy file transfer service?
2 weeks