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QBO - You Should Know!
Let's talk advanced knowledge!
QBO Advanced
QBOA
Poutpourri
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

This is the cost of QBO Advanced

What is $200.00/month?

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

You an create this type of file for any specific date range for your client to send to third parties

What is a Period Copy?

100

Quickbooks provides you with "One Click" access to these types of reports

What are Financial, Sales and Tax Reports

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

This is what you use to batch modify the account to which multiple transactions are posted

What is Batch Reclassify?

200

Lets user enter multiple transactions at once

What is Batch Enter Transactions?

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

Adds Bar Coding support and FIFO costing

What is Advanced Inventory?

300

In QBOA, you are able to do this to multiple invoices in one screen

What is write off invoices?

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

What is the recommended browser for QB Online?

  • What is Google Chrome
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

Free QBO User Types

What are Report Readers and Time Trackers?

400

In QBOA you can do this to boost time efficiency when making intercompany transfers

What is work in 2 company files at the same time?

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

QBO PLUS offers this method of inventory costing

What is FIFO (First In, First Out)?


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

How can we upgrade a customer to QBO Advanced?

We can upgrade directly in salesforce and we can conference to the sales team by dialing the SBC_QBO_Advanced workgroup. 

500

This lets you customize and access accountant tools from one view

What is The Accountant Center?

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