An external accountant/bookkeeper that has passed the QuickBooks Time certification test
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15
PROs who manage multiple clients may want to use the ________ View to gain full admin access into the accounts to use the integrations, reports, etc. with the exception of using the Schedule.
Accountant
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eraser
Reset score!
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magnet
Take 25 points!
Okay!
rocket
Go to first place!
Okay!
baam
Lose 10 points!
Oops!
15
When should an oBill Billing Request case be created in Salesforce?
When oBill customers request a discount or refund
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15
What is the general rule for who handles wholesale billing?
If available (during normal business hours), the PRO team should handle all wholesale billing. Special Ops should be considered backup.
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15
What are Cresta suggestions?
Suggested responses to customers that are based on what top performers would say
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heart
Other team wins 20 points!
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seesaw
Swap points!
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fairy
Take points!
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baam
Lose 5 points!
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15
A customer in QuickBooks Time can go to Company Settings > Company Details to open their Billing & Subscription in QuickBooks Online. True or False?
False - Customers need to go to Company Settings > Account & Billing
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15
An oBill billing adjustment must be handled by an agent with ____________ and ____________ access.
Salesforce B2B and Billing Care App access
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15
A PRO can have both Direct Billing and Wholesale Billing clients on one QuickBooks Time account. True or False?
False - The PRO would need 2 QB Time accounts. Thereâs no way in the system to allow one QB Time account to have two different billing subscriptions.
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15
A PRO customer that wants to remove a client from wholesale billing so the client must pay for their own account should be sent to Special Ops. True or False?
False - This customer should be sent to a PRO rep
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15
What feature in Cresta will help you finish your sentences with optimized sales-based responses?
Smart Compose
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boom
Lose 50 points!
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fairy
Take points!
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gift
Win 10 points!
Okay!
banana
Go to last place!
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15
Utilizing Cresta is primarily intended to improve your grammar and tone. True or False?
False - Cresta is utilized to improve efficiency and optimize sales
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thief
Give points!
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magnet
Take 20 points!
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shark
Other team loses 15 points!
Okay!
thief
Give points!
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15
With Direct Billing, the client receives ___% off standard pricing and the PRO receives ___% revenue share for the first 12 months.
Client receives 10% off; PRO receives 20% revenue shares
