QuickBooks 101 Assessment

Which of the following statements best describe QuickBooks?

• QuickBooks is the #1 best-selling small business software.

• QuickBooks is an online product that lets users track sales and expenses, accept payments, scan receipts, and be ready for tax time.

• QuickBooks is an online product that includes payroll and payments options.

• QuickBooks is an accounting software package.

Where would you go to find more information about QuickBooks products and services?

• Intuit.com

• Google.com

• QuickBooks.com/tellmeallaboutquickbooks

• Youtube.com

What are the three main products & services we offer to our customers? Check all that apply.

• QuickBooks for Accountants

• QuickBooks Payments

• QuickBooks Advances Inventory

• QuickBooks Accounting Software

• QuickBooks Payroll

Why is it important to understand the ecosystem of products and services that we offer to customers?

• Because many of our customers use multiple products, it is important that I understand and can support a variety of questions my customers may have.

• I may be asked to support other products in the future so this gives me a head start on training.

• I don't know why.

• It is important that I generate more sales for Intuit.

Let's say you have been hired to support our Merchant Service (Payments) customers. You've just helped your customer with a Card Read Error but now they have a few questions about the QuickBooks program. What is your next step?

• Direct my customer to the website to find the answer for themselves.

• Determine which department my customer should be transferred to.

• Use my troubleshooting skills to determine if I can help with the solution.

• Explain that this particular issues is outside of my area of expertise.

Joe, from Joe's Building and Loan, uses QuickBooks for Mac. Joe tells you he would like to add payroll. Which option would you recommend?

• Payroll for Accountants

• QuickBooks Payroll Online

• QuickBooks Payroll Desktop

• QuickBooks Mobile

Match the term to the definition:

Income

• Proceeds generated from the sale of your product or business

• Everything a business owns

• Money owed to others

• Everything the business has in its possession

• Money spent to run the day to day business operations

Match the term to the definition:

Expenses

• Proceeds generated from the sale of your product or business.

• Everything a business owns.

• Money owed to others.

• Everything the business has in its possession.

• Money spent to run the day to day business operations.

Select the three payroll products that do not require a customer to have QuickBooks.

• Basic

• Enterprise

• Essentials

• Enhanced

• Full Service

The day that you start tracking your day to day business in QuickBooks is known as your "Start Date".

• True

• False