SER
Preferred method of contact for a lead generated
What is a warm transfer?
A report showing where your cash came from and where it went
What is the statement of cash flows?
Specific industry often used as a great use case for IES
What is construction?
Plus vs Advanced:
Increased customization options under the "Manage Users" screen
What is custom roles?
Word Scramble:
YMTAPESN GETAN
What is Payments Agent?
Type of customer you'll always recommend QBLEA to
What is a Trialer?
Money owed that is not due for more than 12 months
What is a long-term liability?
Unique pricing only available in IES
What is Tailored Pricing?
AI Agent that allows you to manage and follow-up on potential leads
What is the Customer Agent?
Code Words:
11:00 -> $11
What is "Time is Money"?
The method used to create a lead pass for multiple products
What is entering the products in the lead notes?
Profits kept in the business
What is retained earnings?
Dedicated support only available in IES
What is a Customer Success Manager?
Subscription tiers:
Lowest subscription level required to access the Project Management Agent
What is QB Advanced?
Word Scramble:
LORYAPL MERMUPI
What is Payroll Premium?
An IEP link to review benefits and trigger words for each recommendation
What is the "Learn More" link?
Similar to depreciation, but applies to intangibles (things you own but can't touch)
What is amortization?
Special reporting feature only available in IES
What is multi-entity reporting?
Bill Pay vs Contractors:
Benefit to using Contractors add-on to pay contractors rather than simply using Bill Pay
What is 1099 e-File?
Word Scramble:
TY-MLITIEUNT OPERNGIRT
What is multi-entity reporting?
The only product for which "Send Email" is a valid lead pass type
What is QB Checking?
Increases asset and expense accounts, decreases liability and equity accounts, decreases income.
What is a debit?
Bundle-able services offered by third-parties
(Hint: Also available in Payroll Elite)
What is HR management?
QB Payments:
Additional service that allows for free instant deposits
What is QB Checking?
Code Words:
2u2 4m
What is a W-2 Form?