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Advanced benefits!
Let's talk advanced knowledge!
QBO Advanced/QB
Live features.
QBLive knowledge
Opportunities/knowledge
100

With QBO Advanced, how many accountants can you have?

3 accountant seats

  • Grant access to bookkeepers, CPAs, tax preparers, inventory specialists, or accounting professionals
  • Make it easy for accountants to access your books from their own QuickBooks Online accounts
100

What is the cost of QBO Advance?

$150.00

100

With QBO Advanced, which feature allows you to create invoices 37% faster?

Batch invoices

  • Create invoices 37% faster.
  • Send multiple invoices and import hundreds of invoices in a few clicks
  • Duplicate similar invoices for multiple customers
100

 who do you reach out to when you have a request for the following?

o   QB Live Refund request

o   QB Live Refund status

o   Dissatisfied with Live Bookkeeping or service

o   Missed QBK appointments

Tier 2.

100

Name three examples of situations not offered by QBLive?

Tax advice, tax reports, or payment calculations.

The preparation, compilation, review, or audit of official financial statements

Run payroll and payroll tax filing

Submitting sales tax or completing quarterly/ Annual income tax returns

Filling out or submitting financing applications.

Managing check books or other registers outside of QBO

Foreign currency, crypto currency, futures trading

200

With QBO Advanced how many billable users can you have?

25.

  • Collaborate with up to 25 users in Advanced at no additional cost
  • Delegate work, protect sensitive data, and manage user access with custom roles
  • As your team grows, train new QuickBooks users with on-demand online training through Priority Circle
200

With QBO Advanced, which feature allows you to import or export company file?

Chronobooks is another great benefits of this product.

200

What is the total amount of Chart of accounts that a customer can have with QBO Advanced?

unlimited number of chart of accounts entries 

  • Keep track of money-in and money-out as you continue to grow
  • Get the most chart of accounts entries of any QuickBooks Online plan
200

QBlive cleans the customer's books, but what is the time limit.... how far back can they go?

The most recently filed tax return.

Clients who are not current on their tax return filings won't be able to get QBLive.

Requirements

.      Currently active for tenured customers (>60 days)

·         Required for ongoing service

·         $500 onetime fee

·         30-day cleanup guarantee

200

When do you have to reassign a QBLive opportunity?

Always, if you conference the call you would reassign to the sales agent or if you are requesting a call back you must reassign to the US campaign queue.

300

How many classes and locations can you have with Quickbooks Advanced?


  • Track multiple types of revenue with unlimited tracked classes and locations
  • Get the most tracked classes and locations of any QuickBooks Online plan
300

With QBO Advanced, what is included that would allow you to track financial & non-financial KPIs (key performance indicators) to see how well your business is performing with in-depth analysis tools 

Advanced Reporting powered by Fathom helps you see exactly how well your business is performing. Fathom uses tools and metrics to provide in-depth analysis to assess profitability, cash flow, growth, and other key performance indicators (KPIs). -worth $468/year

300

Give us 2 statements that will trigger a QBlive conversation with your customer?

●I don’t have time to maintain the books.

●I don’t want to maintain the books.

●I don’t know how to maintain the books.

●Maintaining books is not a valuable use of my time.

300

If the customer has an accountant invited in their Quickbooks online, can we still offer QB Live? If so, what questions should we ask?

  • Accountant user is utilized for Year-end or quarterly taxes
  • Accountant used for closing the books at the end of the year
  • Accountant was added for a one time fix and never removed
300

For QBO Advanced can we request a call back from the sales team?

No.

With QBO Advanced opportunities we need to warm conference the call to a live agent.

400

With QBO Advanced what does VIP Priority Circle membership support?

  • Contact a dedicated account team who will get to know you and your business and connect you to the right resources
  • Conveniently call, email, or schedule an appointment with your dedicated account manager whenever a support issue arises
  • Resolve technical support issues quickly—top-tier QuickBooks experts are available 24/7 on the phone or via chat
400

How can you manage users in Quickbooks Advanced?

With custom roles, you can manage user access in QuickBooks and give users only the access needed for their role. Choose what users can see and do within different areas of QuickBooks like banking, sales, payroll, expenses, reports, and lists.

When you set up a new role, you have the choice to:

  • Create a new role and choose what the role can access.
  • Choose a predefined custom role, like Sales Manager or Expense Manager.
  • Choose from the list of QuickBooks roles, like Company admin or time tracking only.
400

How much is the cost of Quickbooks Live?

  1. $25,000 or less in monthly expenses: $200/ month
  2. $25,000 - $150,000 in monthly expenses: $400/month
  3. More than $150,000 in monthly expenses: $600/month
400

How many businesses can a customer have in their QBO file to qualify for QBLive?

2

Customers who have more than two businesses reported in one QBO file will not be serviced.

400

Which type or level of user can purchase QBO Advanced?

Confirm your customer is either the Master Administrator or a Company Administrator on the account.

500

Which feature will help with the automation of common tasks in QuickBooks, like sending payment reminders to customers.

Workflows

  • Automatically send unsent invoices: Send invoices a set number of days after you create them.
  • Payment received: Automatically email customers to let them know you receive their payment.
  • Payment due reminder: Automatically email customers to let them know their invoice payment is due soon.
  • Overdue invoice memo: Automatically send customers a gentle reminder about their overdue payments. QuickBooks can also add an overdue or custom stamp to invoices.
500

With QBO Advanced, what are the training benefits?

  • Access Real World training free online training—valued at $3,000—so you and your team can master new features
  • Start and stop training when it’s convenient, and watch as often as you like
  • Get the most out of QuickBooks Online Advanced features and capabilities
500

Can a customer cancel and re-subscribe to QBLive?

●Customers who contact us to cancel QB Live should be informed they will not be able to resubscribe in the future

●If a canceled customer wants to re-subscribe, please inform of this limitation.

●Do NOT create a QB Live Opportunity if the customer previously canceled QB Live.

500

Name 3 services that QBLive offers?

QBL provides 

categorization,

Reconciliation

Closes the books for each month (trial balance preparation).

Generate monthly financial reports (including Balance Sheet, P&L, and period-to-date P&L comparison )

500

When creating a QBLive opportunity in salesforce, please tell me what goes in the description field?

Callers Name

Number

Why they are interested in QBLive

Email address