CS Direct Conversion Training

Question 1

Who is QuickBooks Live Bookkeepers trained to assist?

Accepted Answer

Small businesses

Question 2

If Chart of Accounts is set up incorrectly, what are the 2 most important financial reports that will be incorrect?

Accepted Answer

Profit Loss and Balance Sheet

Question 3

How do small businesses use reports?

Accepted Answer

To determine business health and opportunities

Question 4

Which issue related to taxes might reflect problems in a company’s bookkeeping?

Accepted Answer

Late filings, penalties, or incorrect tax payments

Question 5

What is the main purpose of Full-Service Cleanup in QuickBooks Live Bookkeeping?

Accepted Answer

To level-set the books as part of an ongoing relationship

Question 6

Guideline is the leading 401(k) provider, building a better retirement future for small businesses and their employees.

Accepted Answer

True

Question 7

Which cleanup service is designed as a one-time service for tax preparation?

Accepted Answer

Live Expert Cleanup

Question 8

When recommending QuickBooks Live Bookkeeping, what is important to understand about the customer?

Accepted Answer

The current support they have for their accounting books

Question 9

Which of the following is a potential warning sign that a business owner is struggling with bookkeeping?

Accepted Answer

Overdrawn or negative bank accounts

Question 10

Who provides flexible pay-as-you-go Workers’ Compensation Insurance (WCI) Policies in partnership with QuickBooks?

Accepted Answer

Next Insurance

Question 11

Mineral Platform HR and compliance solutions, built into the QuickBooks that allow customers to tackle HR challenges.

Accepted Answer

Human Resources

Question 12

Which of the following is a good probing question to ask a customer about their bookkeeping process?

Accepted Answer

How do you currently make financial decisions for your business?

Question 13

Customer Success Sales Experience Using IDEAL

Accepted Answer

Open Call < Identify < Define < Explore < Act < Look Back < Close Call --

Question 14

QB Live Bookkeepers ARE NOT Tax professionals or Accountants

Accepted Answer

True

Question 15

What is QuickBooks Online primarily used for?

Accepted Answer

Managing small business accounting books

Questions 15