IDEAL
What does the I in IDEAL stand for?
What is Identify
With QuickBooks SimpleStart, this is the max amount of users the account is allotted.
What is 1?
How do I create an invoice in QuickBooks?
What is + New> Invoice?
This is the tool is where you would go to document a case.
What is Salesforce?
What is the term for money that an individual or organization receives in return for their services or goods. (Money in)
What is income?
What does the D in IDEAL stand for?
What is Define?
With QuickBooks Essentials, how many sales channels can you connect?
What is 3?
How do I add a bank account?
Banking> Link Account/Connect Bank Account
Bank Transactions> Link Account/Connect Bank Account
What pieces of information can be used to verify a customer?
What is Company ID, Name, Phone number, Email?
What is the term for the money spent by a business in their effort to generate revenues? (Money out)
What is expense?
What does the E in IDEAL stand for?
What is Explore?
With QuickBooks Plus, how many accounts the customer have in their Chart of Accounts?
What is 250?
How do I add a vendor?
+ New> Add vendor
Expenses> Vendors> Add vendor
Where do you type in the customer's Smartlook code?
What is the case?
What is the term for anything owned by the business that can be turned into cash?
What is an asset?
What does the A in IDEAL stand for?
What is Act?
With QuickBooks SimpleStart and Essentials, what is one feature that isn't included?
What is Inventory?
How do I create an expense account?
Account> Chart of Accounts> New> Expenses
When ending the call, how do you send out the survey to the customer?
What is close the case?
What is a Profit and Loss report?
What is an income and expense report?
What does the L in IDEAL stand for?
What is Look back?
What is the one feature with QuickBooks Advanced that the other tiers don't offer?
What is Backups/Data Restoration?
How do I see a combined total of my income and expenses?
Reports> Profit and Loss Report
If a customer is getting a bank error, what tool can you use to diagnose the error?
What is QBO Admin Tool?
What does a Balance Sheet report show?
What is assets, liabilities and equity?