Quickbooks Online Certification with Correct Solutions 2024

Quickbooks Online Certification with Correct Solutions 2024 Client Needs Assessment Process - Answer -Who, What, When, and How Who? - Answer -Get to know who your client is, what they stand for, what they're aiming for and where they're coming from What? - Answer -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? - Answer -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? - Answer -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 - Answer -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 - Answer -the basic contact information fro your client and their business. NCC: Needs Assessment - Answer -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 - Answer -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. NCC: Mileage - Answer -If your client needs to track mileage, then collect their vehicle profile information during the requirements gathering stage. You can do this for each vehicle they need to track mileage for. NCC: Onboarding Checklist - Answer -Use the Onboarding Checklist to gather any final additional requirements from your client. This will enable you to set up the appropriate QuickBooks Online subscription quickly and accurately.NCC: Self-Employed Profile - Answer -If, after your consultation, it is clear the client requires QuickBooks Self-Employed, the QBSE Profile tab has been designed to ensure you acquire all the additional information you need from your client in order to set up their subscription, including whether they have a healthcare plan or a vehicle to take into consideration. Sales and Accounts Receivable - Answer -relates to the transactions relevant to their customers. In this section, you'll get a better idea of their requirements for estimating, invoicing, price levels, and sales-tax circumstances. Expenses and Accounts Payable - Answer -This part of the checklist covers their payment preferences, outstanding loans, petty cash limits, and reimbursable expenses, among others. Employees and Payroll - Answer -One of the key areas you'll need to