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WorksheetsQuickBooks 101 Assessment
Total questions: 16
Worksheet time: 15mins
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
What are the two areas within QuickBooks where customers can view reports?
Company Snapshot
Main Menu
Report Center
Employees Tab
Having a Merchant Account allows our customers to:
Accept credit cards, bank transfers (ACH), and checks
Pay employees and file payroll taxes
Manage inventory
Manage and pay bills
Jodi would like to sell her handmade jewelry online. She hasn't purchased any accounting software but would like to take credit card payments. Unfortunately, we do not have a solution for Jodi at this time.
True
False
Select the four payments products from the list below:
Enterprise Solutions
E-commerce Payments
Mobile Payments
QuickBooks Payments
POS Solutions
Which of the following support options are provided to help customers with their Payroll?
Intuit Community
Live Agent Support
Training Videos
Payroll New Customer Center
All of the above
With QuickBooks Online Payroll, customers have to pay extra to offer employees direct deposit.
True
False
