Soft Skills
The customer needs an extension on their opt out period to 60 days. Who can extend that offer?
Soon-Chul
What Channels currently support auto reconciliation?
Shopify and Amazon
Can we list products on Amazon and eBay?
Yes!
When was Webgility founded?
2007!
Which of the following is NOT a soft skill?
Professionalism, Verbal Communication or Typing Skills.
How often does Webgility Online sync to Quickbooks with automation?
Once a day
What version of SQL is installed automatically when a client is on Windows 10?
SQL Express 2016
What does eCC stand for?
E-commerce connector
When active listening what should your focus be on?
The person speaking, of course!
How does Webgility Online connect to QuickBooks Enterprise?
Webgility Desktop Extension
What are the four lengths of time for batch posting?
Manual, Daily, Weekly and Monthly
What plans support white glove onboarding?
Advanced and Premium
A customer did some work on their own outside of onboarding. Now they are having technical issues with the software and claim it is our doing. They are quickly approaching their opt out period with only 5 days remaining. Should we make them aware, why?
Always notify the customer when they are approaching their opt out period. Especially if they are experiencing challenges. This prevents escalations and potential chargebacks.
How many computers can a user login to Webgility Online at the same time?
One
By default how far back can a customer go to download transactions?
90 days
What is the hourly rate for a customization?
$200
Provide two examples of Implementation Roadblocks.
Two valid, and most common, roadblocks.
How much is onboarding for Webgility Online?
$150
What accounting platform does Webgility Online connect to but Webgility Desktop doesn't?
Xero
What is the difference between Webgility Online and Webgility Desktop?
Online access vs installation