Podcast
Questions and Answers
What should you do if a customer does not meet scoping criteria for FSB?
What should you do if a customer does not meet scoping criteria for FSB?
If a customer requires major adjustments, but is subscribed to QB Live Monthly Bookkeeping, what should you do?
If a customer requires major adjustments, but is subscribed to QB Live Monthly Bookkeeping, what should you do?
What should you do if a customer requires Tax Ready Prep?
What should you do if a customer requires Tax Ready Prep?
If a customer does not meet scoping criteria for FSB, but customer remediation is possible, what should you do?
If a customer does not meet scoping criteria for FSB, but customer remediation is possible, what should you do?
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What should you do if a customer requires major adjustments, but is OOS for Tax Ready Prep?
What should you do if a customer requires major adjustments, but is OOS for Tax Ready Prep?
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Study Notes
Service Decision Outcomes
- There are 9 service decision outcomes that require different actions based on the assessment results.
Customer Scoping Criteria
- If customer does not meet scoping criteria for FSB, follow OOS Guidance.
- If customer does not meet scoping criteria for FSB but customer remediation is possible, follow OOS But Addressable Guidance.
Engagement and Expert Cleanup
- If customer does not require major adjustments, engagement remains with preparing expert, following the E2E Guide.
- If customer requires QuickBooks Live Expert Cleanup, follow Transition to QuickBooks Live Expert Cleanup Guidance.
- If customer requires Tax Ready Prep, follow Transition to Tax Ready Prep Guidance.
Major Adjustments and Exceptions
- If customer requires major adjustments but is OOS for QuickBooks Live Expert Cleanup, follow OOS for QuickBooks Live Expert Cleanup Guidance.
- If customer requires major adjustments but is OOS for Tax Ready Prep, follow OOS for Tax Ready Prep Guidance.
- If customer requires major adjustments but is subscribed to QB Live Monthly Bookkeeping, follow Transition to DIWM or DIFM Bookkeeping Guidance.
- If customer requires major adjustments and has already completed QuickBooks Live Expert Cleanup, follow Transition Guidance.
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Description
This quiz guides users through 9 service decision outcomes, providing next steps based on the assessment result. It covers scenarios where customers meet or don't meet scoping criteria for FSB, and corresponding actions to take.
