Shellou Spiel

Opening Spiel: Hello, ! Thank you for reaching out to Intuit QuickBooks Online This is Shellou, How can I help you today? I see that you have here a question about (issue niya), Can you please tell me more about it so I can understand you better? I just want to make sure that the resolution I am going to provide you is the solution you need. Thank you so much for that (cx name), I understand that it's hard but don't worry, I am here and let us work on it and resolve it together. For me to be able to assist you further, Can I please ask for the company ID of your QuickBooks Online account? You will see the company ID that I needed once you are logged in to your QuickBooks Online, you can click on the settings in the upper right corner and click "additional information." Perfect! Thanks a lot, (name) Let me pull up the account for you. While waiting for my screen to load, If you don't mind me asking, how is your experience with QuickBooks Online so far? If bad experience sa TNPS: I see. Thank you so much for being honest in telling me what you really feel about us and I do apologize for the bad experience you are getting. I will try my very best today to change that bad experience you are having and hopefully change it into a better experience. If good ang experience: Thank you so much, (name). I am glad to hear that we are making you happy and we are helping your business as well. We want nothing but the best for your business! Goal alignment: = Anyway, Going back to your concern. Your main goal here is to (goal). Did I understand that one correctly? = Anyway, just making sure that I was able to understand what you wanted to achieve today, your main goal here is to (goal). Am I correct? Perfect! Thank you so much for confirming that one. Let me just go ahead and check my resources right here for us to be able to resolve that issue as soon as possible. Will it okay with you as well if we do screen sharing so I can also see your screen? It would be easier for me to assist you, If I am also seeing what you are seeing. Screen Sharing Would it be fine if we can do a screen sharing so that we will be able to see on your screen? Let me guide you where to locate SmartLook for us to do screen sharing. SmartLook is located on the settings in the upper right corner, under tools you should be able to see "SMARTLOOK" please click on it and read the disclaimer, once done you can click on share access. I will need the 5 digit code for me to try it on my end and see your screen as well. Response: I am good, thank you for asking, Noel. I hope you do the same. I am doing great! Thank you for asking, I feel fantastic. How can I assist you today? I am doing great too! Thank you very much for asking. I see here that you have an issue with one of the users that you added. Is that correct? Empathy. We sincerely apologize for any inconvenience. Cool! Thanks a lot. Allow me to pull up your account here within 2-3 minutes. While waiting, how was your QuickBooks Online experience so far? May I know the company name of the account you are working on? Perfect! I am now able to see your screen. Absolutely correct! You’re the best! Absolutely. I’ll be happy to help you Assurance: Don't worry, you've got the best person on the line and reassured that i will resolve your issue today. Got it! No worries, I will do my best to help you with your concern today. I understand and I will be here to guide you on this. Fantastic! Thank you for all of your cooperation and patience during our conversation. It is my pleasure working with you today, I will not do it if, without you, we make a good team. Cx frustrated on issue I’m sorry that you had to go through this situation. I will help you get this resolved immediately. I understand that issues like this would take your time instead of focusing on your business. But you don't have to worry, I am here to make sure that we can get everything resolved as soon as possible. TNPS: Cool! Thanks a lot. Allow me to pull up your account here within 2-3 minutes. While waiting, May I know how was your overall experience in QuickBooks Online? MCR: Do you have further questions aside from this? I just wanted to make sure that everything is working well on your end before we end this chat. IR Spiel Just to make sure that we have everything all covered up, have I resolved your issue today to your fullest satisfaction? Cool! Just want to confirm, have we completely resolved everything together? I would just like to confirm before we end our session, was I able to answer your questions? For Product Limitation concern - Was I able to answer all your inquiries today? If you perform troubleshooting - Was I able to resolve your issues for today? IR Response: I'm very happy that you can finally go back to running your business! Survey Spiel: By the way, as I close this conversation you will be receiving a survey email solely about how I handled our interaction for today. If you would take a few minutes to fill that out, that would mean so much to me! Awesome, I actually sent a quick survey in your email about how I assisted and resolved your issues today. If you can fill it out for me, it would perfectly complete my shift! Thanks a lot! A quick survey will be sent to your email about our interaction today. Please help me improve my customer assistance by leaving feedback so I can improve my skills. Add Opening Balance To add the opening balance for the bank there are 2 options for you to add this, first, you can add the balance upon creating the account. Secondly, you can record it as a Journal Entry. We can create a Journal Entry by going to New button>> Journal Entry >> Bank deposit transaction>>account select opening balance equity>>then add description>> Save