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Business Track Technical Track
Audience:
Business Contact - Considering Connectivity
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Audience:
Customer Service Representatives (CSRs)
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Online Troubleshooting (Basic)
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Experienced Support Rep
Online Troubleshooting
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Business Track
Marketing Presentation - Direct Connect
Show Me
Watch Direct Connect Presentation Video
15 Minutes
Audience: Business Contact

Video Topics:
Why online connectivity to Intuit products is a key service for financial institutions and your customers
Product demo on how Direct Connect download works
Watch Direct Connect Presentation Video (requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)
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Marketing Presentation - Web Connect
Show Me
Watch Web Connect Presentation Video
11 Minutes
Audience: Business Contact

Video Topics:
Why online connectivity to Intuit products is a key service for financial institutions and your customers
Product demo on how Web Connect download works
Watch Web Connect Presentation Video (requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)
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User Experience - Direct Connect
Show Me
Watch Direct Connect – Product Demo Only Video
5 Minutes
Audience: Business Contact or New Support Rep

Video Topics:
Product demo on how Direct Connect download works
Watch Direct Connect – Product Demo Only Video (requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)
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User Experience - Web Connect
Show Me
Watch Web Connect – Product Demo Only Video
4 Minutes
Audience: Business Contact or New Support Rep

Video Topics:
Product demo on how Web Connect download works
Watch Web Connect – Product Demo Only Video (requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.)
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Technical Track - New Support Rep
Online Troubleshooting (Basic)
Audience: New Support Rep

Video Topics:
The Troubleshooting Training Video illustrates how a download works with Intuit products and offers guidance on how to troubleshoot when a customer cannot download successfully.

Important Viewing Tip:
Requires Windows Media Player. Depending on network traffic and bandwidth, this video may take a few minutes to play.
Play Module 1
(11 minutes)
Understanding what’s going on behind the scenes in an online session for both Direct and Web Connect.
Play Module 2
(10 minutes)
Take full advantage of fi.intuit.com support resources and tools.
Play Module 3
(15 minutes)
Tour of new Intuit.com knowledgebase and learn troubleshooting techniques to help you resolve online issues more quickly.
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Quicken Navigation (Basic)
Show Me
Watch Quicken Basic Navigation Video
27 Minutes
Audience: New Support Rep

Webinar Topics:
How to setup a new data file
Tour of the user interface and major feature areas
Review new account setup, using registers, managing accounts, and in-product help
Watch Quicken Basic Navigation Video Print Quicken Basic Navigation Course Materials
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Quicken Download (Banking)
Show Me
Watch Quicken Download (Banking) Video
42 Minutes
Audience: New Support Rep

Webinar Topics:
How online setup works for Direct Connect and Web Connect
How to review and accept new transactions
Changing online settings and other basic troubleshooting
Watch Quicken Download (Banking) Video Print Quicken Download (Banking) Course Materials
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Technical Track - Experienced Support Rep
Online Troubleshooting
Show Me
Watch Basic Online Troubleshooting Video
49 Minutes
Audience: Experienced Support Rep

Webinar Topics:
Review online errors for both Direct Connect and Web Connect
Outline the major error types and troubleshooting steps
Tour major tools and resources on both www.intuit.com/support/quicken and fi.intuit.com
Watch Basic Online Troubleshooting Video Print Basic Online Troubleshooting Course Materials
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QuickBooks (2006)
Show Me
Watch QuickBooks 2006 Video
43 Minutes
Audience: Experienced Support Rep

Webinar Topics:
QuickBooks vs. Quicken (Customer Needs)
Basic help resources
Tour of the new user interface
How online setup works for Direct Connect and Web Connect
How to review and accept new transactions
Making/Canceling Online Payments
Online Troubleshooting
Watch QuickBooks 2006 Video Print QuickBooks 2006 Materials
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Quicken Mac (2006)
Show Me
Watch Quicken Mac 2006 Video
43 Minutes
Audience: Experienced Support Rep

Webinar Topics:
What’s New?
Tour of the Quicken Mac user interface
How online setup works for Direct Connect and Web Connect
How to review and accept new transactions
Online troubleshooting
Web support resources
Watch Quicken Mac 2006 Video Print Basic Quicken Mac 2006 Materials
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