Quickbooks Online Certification Exam

Quickbooks Online Certification Exam Client Needs Assessment Process - ANS ️️ Who, What, When, and How Who? - ANS ️️ Get to know who your client is, what they stand for, what they're aiming for and where they're coming from What? - ANS ️️ Every business, large or small, has a variety of parts. You need to find our what they are in order to best discuss QBO functionality and benefits with them, When? - ANS ️️ How often do they run reports? What are their internal and external deadlines? All of your clients will have compliance requirements for their business even if they don't run payroll or collect sales tax. How? - ANS ️️ How can you help? You can dive deeper using the client checklist, follow the onboarding process, and begin to plan deliverables and tasks with your client. New Client Checklist - ANS ️️ a handy resource for getting to know your new clients, gathering the required info to get their account set up, and discovering what their business needs are in order to best match them to a subscription level. NCC: Client Profile - ANS ️️ the basic contact information fro your client and their business. NCC: Needs Assessment - ANS ️️ lists all the functionality your client may need from QuickBooks Online, and encourages a better understanding of their business so that you can best advise on the subscription level they will need. NCC: Features and Solutions - ANS ️️ dives deeper into the subscription solutions that will best suit your client. The workflows you highlight as needs or requirements in the Needs Assessment tab will be pulled through automatically and displayed in column A. This enables you to see at a glance which subscription level is likely to be best for your client's business