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Everything QBO
What does AML stand for
What can we create in QBO to build Income?
Everything QBO
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1
What can we create in QBO to build
Income
?
Invoice/Payment
Bill
Sales Receipt
Expense
2
What does AML stand for
Anti Money Laundering
Access Multi Learn
Access My Learn
Actual Money Laundering
3
A Vendor is someone who...
Pays you Money.
Trains you QBO.
You pay for a Bill.
Owes you Money.
4
Where do you process a refund for QBO?
iBoss
QBO Admin Tool
Salesforce
CS Server
5
What is Sentinel used for?
Look up Direct Deposit Processing
Locate Company Limits (Payroll)
Upload employee I-9 Forms
Update the Bank info (Accounting and Routing Numbers)
6
Which Usage Limit for Chart of Accounts is
FALSE?
Simple Start-100
Advanced-Unlimited
Plus- 500
Essentials-250
7
Where can a CX find a CoID?
Ctrl + Alt + !
Ctrl + Alt + ?
Gear Icon> Accounting> Company
Gear Icon> Account and Settings> Billing and Subscription
8
Chart of Accounts are...
Customer/Vendor List of Transactions in last Accrual Period.
A way to organize the company's assets, liabilities, income, and expenses
A list of all the company’s accounts and balances
Accounts that show on your P&L and Balalnce Sheet
9
How do we support a QB Self Employed Account?
Reach out to T2
Use Knowledge, Tools,and Salesforce
Transfer to QBSE Support
Google (Out BFF)
10
To start your first
Project,
you need to turn it ON in the A
ccount and Settings
first?
False
True
11
What
ISN'T
a way to utilize the QBO Admin Tool?
View Banking Info
View Billing and Sub Info
View User Info
View Passwords for Users
12
Recurring Transactions...
are available in Essentials, Plus and Advanced.
a transaction created on a set date and a period of time.
are available in Scheduled, Unscheduled, or Reminder.
are used to simplify a customers workflows and save time.
13
An Employee is someone...
Who owes you money.
You owe a Bill to.
You pay while withholding Taxes
You pay WITHOUT withholding Taxes
14
What is CS Server?
Access Amazon Connect
Money Movement Tool
Password Reset Tool
All in one Payroll Tool
15
Income
is money you
Spend
on the Company
True
False
16
We can't Import _________ into QBO without a Third Party App.
Bills/Expenses
Customer/Vendor
Products and Services
Bank Data
17
Terms are how many days until the money is Due?
True
False
18
Which Usage Limit for
Classes and locations
(combined) is
FALSE
?
Simple Start- 0
Essentials- 40
Advanced- Unlimited
Plus- 40
19
Spending Money at Walmart on Office Supplies would be an
EXPENSE
.
False
True
20
Paying your Office Buildings Utilities would be a ________ to the Company.
Asset
Income
Expense
Equity
21
How can a CX update the Email MFA Info
Manage your Intuit Account( inside QBO Account)
accounts.intuit.com
Email Change Request
In Salesforce (After CX is Verified)
22
Which
isn't
a example of an Asset?
Buildings and Land
Vehicles
Machinery and equipment
Money
23
What does KB stand for?
Knowledge Baseline
Knowledge Boss
Knowledge Base
Knowledge Boys
24
Which Usage Limit for
Billable users
is
TRUE?
Essentials- 3
Simple Start- 1
Advanced- 25
Plus- 5
25
What is iBoss?
Payroll Tool
Refund Tool
Update Co Info Tool
Payments Tool
26
We access Glance though...
glance.intuit.com
glances.intuit.com
intuit.glance.com
glance.intuit.net
27
What is Oii used for?
Money Movement Tool
Password Reset Tool
See all users in a Company
Data Migration Tool
28
A
Purchase Order
is something...
To state your intent to buy products or services
You send to your vendor
To define the details of the purchase (quantities and prices)
Agreement with them to receive products or services under the given term
29
Sales Receipt means the Customers money is Due at a later date.
False
True
30
What is Salesforce used for?
Lookup Company Info
Build/Document Cases
Access Tools and KBs
Connect VPN
31
What is the QBO Admin Tool?
Update Company ID
Password Reset
All in One Tool!
Update Billing
32
What is the CCP?
Your Phone System
Copy Control Point
Secure Control Protect
Access Accounting Basics
33
What does MFA stand for?
My Favorite Assets
Multi-Factor Authentication
Multiple Facts for Authority
More Function Access
34
Equity
are investments you put in the business.
True
False
35
Income : Expense = ________ : ________
Customer : Vendor
Bill : Client
Product : Inventory
COID : CoName
36
We can't assist in Exporting....
Online to Online
Third Party Accounting Software's into QBO
Online to Desktop
Desktop to Online
37
Bill means you owe money at a later date.
True
False
38
When assisting with a
Reconcile
, our CX
doesn't
need a copy of their Bank Statement.
True
False
39
STAR is used for taking notes?
True
False
40
What type of Info can we use to Verify the CX?
Area Code
Email
SS Number
First Name
41
What does IDEAL stand for?
Identify, Define, Explore, Act and Look Back
Idea, Define, Explore, Act and Look Back
Identify, Define, Explore, Act and Learn
Identify, Define, Explain, Act and Look Back
42
When exporting QBO to DT, the CX has to use Google Chrome to start the Export.
True
False
43
An
Asset
is something your Company has purchased (ADDS value to the Company BUT decreases in value over time).
False
True
44
When importing a Bank File, it can't be in ______ Format.
QBO
PDF
CSV
OFX
45
Expenses
are money you
Receive
for the Company
False
True
46
When on a Reconcile call, we DON'T need the following info
Opening and Ending Balance
Bank Statement
Ending Date
Speak with the Master Admin
47
A Customer/Client is someone who...
Pays you Money.
Sends you a Bill.
You contract do work.
Completes a Service.
48
What is Knowledge Base used for?
A Research Resource
Connect VPN
Document Cases
Adding Users
49
A Contractor is someone ...
You pay WITHOUT withholding Taxes
Who owes you money
You pay while withholding Taxes
You owe a Bill to.
50
What is the OLB Debug Tool?
Tool to see what the TRUE Bank Balance is
Template to send to T2 when requesting support
Lucky Tree that Grows Money as you Grow as a Agent
Tool to troubleshoot Banking Errors
