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Debrief: QuickBooks Time PRO, Cresta, and oBill
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What is a QuickBooks Time Certified PRO?
An external accountant/bookkeeper that has passed the QuickBooks Time certification test
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
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. There’s no way in the system to allow one QB Time account to have two different billing subscriptions.
Under which type of billing does the PRO receive free scheduling?
Wholesale
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
What type of billing is when a PRO customer pays for their clients' QuickBooks Time accounts?
Wholesale or Parent Billing
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
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.
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
Which feature in Cresta will help you remember when a customer has stopped responding to you?
Hints
What feature in Cresta will help you finish your sentences with optimized sales-based responses?
Smart Compose
Utilizing Cresta is primarily intended to improve your grammar and tone. True or False?
False - Cresta is utilized to improve efficiency and optimize sales
What are Cresta suggestions?
Suggested responses to customers that are based on what top performers would say
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
When should an oBill Billing Request case be created in Salesforce?
When oBill customers request a discount or refund
An oBill billing adjustment must be handled by an agent with ____________ and ____________ access.
Salesforce B2B and Billing Care App access
With oBill, how many discounts can be applied in a 24-month period?
One
What is oBill?
Intuit’s single billing platform
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