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Pro/Premier Day 1-5 Flashcards | StudBud
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Pro/Premier Day 1-5
Pro/Premier Day 1-5
50 terms
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StudBud Administration
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672 plays
Created by Daniel Vires
Flashcards
50 cards
F
Practice quiz
P
Host live
L
Questions
50
Answers
1
_____ transactions which change the balance of income & expense accounts.
Capital
Journal Entry
Non Posting
Posting
2
What is the definition of a cost of goods sold account?
The direct expense related to producing the goods sold by a company.
A complete record of the financial transactions over the life of a company.
A company's promise to pay for products and/or services.
The balance left after deducting operating expenses, interest charges.
3
What does hosting mean?
Having a party!!
File being shared from a computer.
File receiving information from the server computer.
Being a DJ
4
Camps allows you to download supported products you have purchased.
False
True
5
What tool do we use to communicate with each other and your Team Channel?
Slack
AOL Messenger
Facebook
ICQ
6
We are trained IT Professionals.
False
True
7
Which of these are included in Intuits Values?
Be Bold!
Be Passionate!
Caring and giving back
Intuit doesn't have ANY values!
8
You can turn off Multi Currency in QuickBooks
False
True
9
Pro can have up to 5 users
True
False
10
What is Intuits Mission?
Managing Businesses, Managing Money.
Being the best you, you can be.
Ending World Hunger.
Powering Prosperity around the world.
11
Backups will save the following:
Templates
Logos
Payroll Forms
Accounting Data
12
What does PII stand for?
Phone ID Information
Personal Intuit Information
Person Identifiable Information
Personal Identifiable Information
13
Where in Salesforce can we view the customers suspended QuickBooks products?
Products and Services
Sales
Billing
Details
14
Which of the following is not considered PII?
Email Address
Information about the product
Passport
First and Last Name
15
We are trained Accountants.
True
False
16
What is the purpose of SmartLook
To see the customers bank Information
To view their CAMPs account with them
To see what the customers QuickBooks Version is.
To see the customer's screen so you can better assist them.
17
Customer management tool used to troubleshoot customer Intuit login issues.
FAE
CAMPs
MDM
OII
18
Where can we find our Agent Tools?
License Tab
By clicking the cloud in the top left of Salesforce.
By clicking "Agent Tools" in the bottom right corner of Salesforce.
Our Tool Box
19
This is a tool to manage your software phone on your computer we use to take incoming calls.
Salesforce
OII
QuickBooks
Amazon Connect Management Console - Americas
20
What is a tool you will be using as an agent?
OII
FAE Billing Tool
Slack
Salesforce
21
What is the website customers can go to update their credit card information?
creditcards.intuit.com
accounting.intuit.com
camps.intuit.com
camps.com
22
Pro can have up to 5 users
False
True
23
In what tab can we find verifying information in Salesforce?
Contacts
Products and Services
Billing
Orders
24
What is the most efficient way to start a glance?
glance.intuit.com
In App (File - Utilities - Share Screen with an agent)
None. We don't support screen shares.
Toolhub (Help & Support - Smart look Session
25
What a vendor gives a customer so they are able to see what they have bought and how much is owed.
Sales Receipt
Invoices
Item Receipt
Purchase Order
26
Where in Salesforce (under what tab) can we view previously created opportunities?
Opportunities
Sales
Billing
Contacts
27
What is the file extension for a live or working company file?
.QBB
.QBW
.QBM
.QBX
28
QuickBooks Pro Supports how many users?
1
5
10
3
29
_____ is a statement of the assets, liabilities and equity of a business.
Profit and Loss
Balance Sheet
Bill
None of the above.
30
Which version of QuickBooks is the highest version?
Premier
Enterprise Plus
Enterprise
Pro Plus
31
What are bad actors?
Kristen Stewart.
Actors that get Golden Globes.
People who are trying to win awards.
People trying to trick others into getting money from them.
32
When preparing for a phone call, what do you need?
Your thinking cap
Call flow
Salesforce
A nice, Big breakfast
33
.QBB file is not a backup file.
True
False
34
____ is the complete list of all the company's accounts & balances.
Transactions
QuickBooks Desktop
Chart of Accounts
Balance Sheet
35
Who can call in and cancel a subscription?
Account Admin
Anyone
Primary Contact
No one. You're stuck with it.
36
We verify EVERY customer?
False
True
37
What is not a part of the customer success call flow?
IDEAL
Verification
Quality of Services Standards
Updating Contacts
38
_____ is a financial statement that summarizes the revenues, costs, and expenses incurred during a specified period.
Bill
Balance Sheet
Profit & Loss
Credit/Debits
39
What products do we support?
Salesforce
QuickBooks Desktop
Slack
Litmos
40
_____ accounts track the money coming into your business.
Expense
Liability
Income
Asset
41
You can only install Pro as a single user install
True
False
42
QuickBooks Premier supports up to how many users?
10
3
1
5
43
You must give a Glance Disclosure when doing a screen share with the customer.
False
True
44
A _____ is something a person or company owes, usually a sum of money.
Asset
Liability
Expense
Income
45
Where can we find Intuit QuickBooks articles to help us?
Google
Help Panel
Slack
OII
46
IDP (Intuit Data Protect) works in Virtual Environments.
False
True
47
How can we send a customer an email?
Our Sykes email
Email under an open case
Our personal email
We dont email our customers. Its 2021 who does that?
48
Where can our customers go to edit their Intuit Account Information
Camps
OII
Sales Force
QuickBooks
49
What tab does the customer click in QuickBooks to change different preferences about the program?
View
Edit
File
Help
50
QuickBooks Pro and QuickBooks Premier are the same thing?
False
True
