Quickbooks Training

Question 1

what is the name of teh 1 QB online we dont integrate with?

Answer 1

simple start (the most basic level)

Question 2

What is the advantage of creating an assembly in FE?

Answer 2

Hide individual part prices from customer so they can’t shop you. Cleaner invoice where you control what is listed and the total price. Can run reports about how much of each item was used without customer seeing it

Question 3

What is a supplier credit? Where do you add it in FE?

Answer 3

Supplier credit is opposite of a bill. It’s for when you return an item and want to notate that item being removed from inventory. You remove it from your inventory and show you have $X credit toward the purchase of a future item

Question 4

What goes from QB TO FE?

Answer 4

Employees, vendors, classes, tax groups, paid invoices, AR balances

Question 5

Do items go from QB to FE or FE to QB?

Answer 5

FE to QB. Items are setup in IMP then additional items FE TO QB

Question 6

How many payments can FE take per invoice? Our competitiors

Answer 6

Unlimited. our competitors around 2

Question 7

How do you add new employees to FE?

Answer 7

Add them to QB and they will show up under the employees tab

Question 8

If a tech has a company credit card, how does the office track their expenses?

Answer 8

Create expense in mobile. Verify and track under purchasing in the WO subdash, post to QB when finalized.

Question 9

What is the limit on customers, items, and vendors (in any combo) for QB pro and premier. What is the limit for enterprise? Does QB online have limitations?

Answer 9

15,000/100,000/no

Question 10

If a customer wants QB online, why should we talk them out of it?

Answer 10

OOTB for access anywhere. Online doesn’t custom reporting or advanced inventory, different layout

Question 11

What two online QB hosting companies can we NOT work with?

Answer 11

Right networks and Citrix

Question 12

What are the issues moving to QB that might affect closing date?

Answer 12

QB to QB online or goign to QB wtih payroll has to be done at end of quarter

Question 13

What is the ROUGH amount to host 4-5 users with OOTB?

Answer 13

$250-350ish

Question 14

What is class tracking? What does it do?

Answer 14

It’s like sorting between departments (res install, res service, res maintenance, comm install, etc…)

Use it to sort invoice items to appropriate area of teh business. Breaks P&L down by department

Question 15

What all makes up accounts receivable? What is the one thing FE cant do on accounts rec

Answer 15

invoicing the customer, receiving payments, applying payments, credit memos

CREDIT MEMOS!

Question 16

After an invoice is finalized, what can be changed on it?

Answer 16

Items can be added and descriptions can be changed. Items cannot be taken away.

Question 17

If you take a payment in QB, how does it show up in FE?

Answer 17

invoice screen will still show that invoice as overdue but the balance will be accurate

Question 18

How do expenses post to QB?

Answer 18

As non-itemized bills

Question 19

When managing inventory, walk through the PO process going to QB

Answer 19

Part request has to be pushed to QB as. PO, has to be received in QB, converted to a bill, then pay the bill