Quickbooks Online

Subscriptions

100

This subscription is used for small businesses that are just starting and only need to keep track of their income and expenses. The product comes with only one user

Quickbooks Online Simple Start

200

This subscription was voted our customers' favorite QuickBooks online product. It included 5 users and inventory tracking 

QuickBooks Online Plus

300

This subscription is considered the most expensive QuickBooks Online subscription. It has up to 25 users and allow data sync with excel

Quickbooks Online Advance

400

This QuickBooks add-on is used to pay employees and Pay and file taxes to the correct agencies

QuickBooks Online Payroll

500

This QuickBooks add-on is used to receive payments from your customers.

Payments/Merchant Sevices

Using QBO

100

This is how to create an invoice. 

New> Invoice

200

This is how you add a new user. 

Settings > Manage Users > Add User

300

This is how you upgrade your subscription

Settings>Subscriptions and Billing>Upgrade

400

This is how you add a bank account to QuickBooks

Transactions > Bank Transactions > Link Account > Search your bank > Enter Bank Log in Details. 

500

This is how you run a profit and loss report 

Reports> Profit and loss under business overview

Basic Accounting

100

You use this transaction if your customer wants to make a payment at a later date

Invoice

200

You use this transaction to show that you already paid for something

Expense

300

This transaction is used if you want to pay for something at a later date

Bill

400

This is a list of all the accounts in QuickBooks along with the transactions they are categorized to

Chart of Accounts

500

This is usually done every month to make sure that all the transactions are matching with the bank statements. 

Reconcile

Name that article

100

This article is used when a customer is trying to move from desktop to online 

Move from QuickBooks Desktop to QuickBooks Online

200

This article is used to help the cx change the primary admin

Change the primary admin user in QuickBooks Online

300

This article is used if the cx can not log into their account

Recover your Intuit Account if you can’t sign in

400

This article is used to figure what verification information you need from a cx

Verify Customer Information (VCI)

500

This article is used to help you troubleshoot browser issues

Troubleshooting browser problems

Tools

100

This tool is used to create cases and look up customer information

Sales force

200

This tool is used to accept incoming calls and talk to the customer

Amazon Connect ECUI v2

300

This tool is used to look all users on the account in their roles. You generally would use this tool if the customer has any bank issues. 

QBO Admin tool

400

This tool is used to communicate with your peers and leaders. 

Slack

500

This tool is used to look at broken users, look at user login information, and confirm the AUTH ID.

OII