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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thief
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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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What is oBill?
Intuit’s single billing platform
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What is a QuickBooks Time Certified PRO?
An external accountant/bookkeeper that has passed the QuickBooks Time certification test
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Under which type of billing does the PRO receive free scheduling?
Wholesale
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With oBill, how many discounts can be applied in a 24-month period?
One
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lifesaver
Give 20 points!
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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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shark
Other team loses 25 points!
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Lose 10 points!
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Which feature in Cresta will help you remember when a customer has stopped responding to you?
Hints
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A PRO is an internal accountant, bookkeeper, or CPA who will be referring clients to QuickBooks Time. True or False?
False - A PRO is an external (not internal) accountant, bookkeeper, or CPA
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When should an oBill Billing Request case be created in Salesforce?
When oBill customers request a discount or refund
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Give 25 points!
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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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What are Cresta suggestions?
Suggested responses to customers that are based on what top performers would say
