Getting Started
Essentials has this many users
What is 3 regular and/or 1 accountant
The subscription with the lowest cost
What is Simple Start?
this is the payroll system that tracks customer contacts, and allows you to see into the back end of the company information for PAYROLL.
What is CS Server?
This is used to send/receive documents to customers
What is file exchange?
This is were you go to add users
What is Gear Icon > Manage Users
Online subscription with the highest cost at $235/month
What is QBO Advanced
What tool is used to screen share with users, this tool allows you to see their entire screen.
What is Glance?
View most recent cases
What is cases?
This is the recommended browser for QBO
What is Chrome
The subscription who's monthly price is $99
What is QBO Plus?
Public search Engine – finds articles to support: • All external facing content • Communities • Customer facing training
What is Google
Where you go to pull up tools (cs server,qbo admin)
What is agent tools?
This type of user must be customized to manage company settings, subscription info or manage users
What is an Regular User?
What is the customer eligible for when they first sign up with out a free trial
What is a three month discount?
The AI tool that you can type questions to find correct article
What is Intuit Assist
Where you can look up articles
What is Knowledge/Help panel?
This is how many bank/credit card accounts can be connected to a QBO account
What is unlimited
This has to be in the case to see the billing
What is the OEP asset?
This is the tool would you use to verify users sign-in information and their AUTH ID
What is QBO admin/OII CSR?
Where you view most recent attentions and INV's
What is heads up home?