Canadian dollar. Abbreviate as shown.
A message used in QuickBooks Online for Android indicating that a phone call has concluded. Use sentence case.
Hyphenate and use sentence case.
Can is more conversational than allowed to or enabled. We use can when we can.
canceled, canceling, cancellation
In the U.S., spell the past tense version of the verb and the gerund with only one L. To keep things interesting, the noun form (cancellation) uses two Ls. Don’t use British spelling with two Ls for verb forms: not cancelled, cancelling.
We try to keep things conversational, so we don’t write “cannot” or “can not.”
Use capture instead of take a photo.
Example: Capture receipts with your phone and attach them to QuickBooks transactions.
a carryforward (n) but to carry forward an amount (v)
A carryforward is a tax and accounting term. Use with care and don’t write carry-forward.
a carryover (n) but to carry over an amount (v)
A carryover is a tax and accounting term. Use with care and don’t write carry-over.
case-sensitive, case sensitive
Use a hyphen when it precedes a noun. Don’t hyphenate if it follows a noun.
Example: The intranet doesn’t allow case-sensitive user names but requires that passwords be case sensitive.
It’s two words. When you use it as an adjective, don’t hyphenate it.
Example: Check here for your cash flow forecast.
Don’t use. Instead, use phone or mobile device.
Become QuickBooks certified.
A refund made by a credit card company to a credit card holder after the original transaction is authorized by the merchant account processor. One word, as shown.
chart of accounts
A master list of accounts a company records transactions against in its general ledger. Set in lowercase.
A button that initiates a chat conversation with a customer care agent. Use sentence case.
Always one word. Use select and uncheck for actions you take on checkboxes.
Always one word.
Always one word, no hyphen.
Child and Dependent Care Credit
Capitalize as shown.
child care (n.), child-care (adj.)
We don’t write “childcare” as one word.
Child Tax Credit
Capitalize as shown.
Use choose when referring to a customer decision that isn’t UI-related.
Choose whether you want to consult a bookkeeper or an accountant.
Choose the best partners for your business.
Use select when referring to an item that is clickable or tappable, or that is a choice between two or more items. (Tip: Use select for device-agnostic writing.) A drop-down list is a good example.
Select a report from the Memorized reports and select Run.
Select Mileage and turn Auto-tracking on.
Don’t use click when referring to a button, link, icon, or menu item. Use select instead. Example: Select Create (+) > Vendors > Bill.
When writing about interface actions, be device-agnostic. On some devices this might be a click, while on others it’s a tap. Select what works for both cases.
Never write Click here for links or buttons. Instead, write a verb phrase that links to the destination (an article name, page title, or process) or initiates an action.
Example: Update QuickBooks to the latest release.
Use close to close a window, document, or file. Use exit to stop using a Windows application; use quit for Mac applications. Don’t use shut down.
cloud, cloud-based, cloud-based computing, cloud computing
Avoid using the word cloud, except in marketing materials and overviews. The term is vague and can cause customers to feel that we don’t have control over their data. Instead, focus on the action the customer is taking or be specific about the location. You can also use phrases like online, on the web, and anywhere/anytime access. If customers can’t implicitly understand where their data is being sent, it’s best to tell them where it’s going. Do this instead: File saved and synced online. Your transactions successfully synced with QuickBooks.
Don’t use collapse or other user experience instructions. Instead, write about the action in everyday terms, like close or hide.
This is what a customer sets up in QuickBooks to track financial data for a business. A customer can have more than one company associated with their Intuit account.
For QuickBooks Desktop, use company file. For QuickBooks Online, use company.
Write business name if you’re referring to the customer’s business or to the legal business name. Company name refers to what the customer named their business inside QuickBooks.
Use compromised instead of hacked. Don’t use any forms of the following words: theft, stolen, breached, or leaked. Provide solutions and offer next steps.
Use computer, not PC or machine. PC is OK to use when differentiating between types of computers.
confirm (preferred over verify)
Try to avoid confirm or verify and use a more conversational option, like “make sure.”
Sometimes it’s normal to offer congratulations: When someone graduates from college, gets married, has a baby, wins an award, or gets promoted. Sometimes it’s not normal to offer congratulations: When a user completes two steps in a flow and you don’t know what else to say.
Try to be purposeful about when you congratulate.
A set phrase used in Intuit Live Community.
Connect with QuickBooks
A service released jointly by Intuit and American Express that provides an improved way to connect a QuickBooks Online account with an American Express OPEN business account.
This word can mean different things: someone who provides services but isn’t an employee or someone who works in the construction business. Make sure the context is clear wherever you’re using the word.
Use as shown, no hyphens.
When you’re referring to migrating data from desktop to online, write copy instead of transfer. Transfer makes users feel like there’s a possibility that their information could get lost, or isn’t being stored for some period of time.
Don’t use. Instead, use damaged.
cost of goods sold (COGS)
This is an accounting term. When writing about it, remember to lead with the definition and follow with the accounting term.
The CRA (Canada Revenue Agency). No need to spell it out; it’s commonly understood. And don’t forget the “the”! (Lowercase “t” if not at the start of a sentence.)
Don’t use. We never want to cause or instill panic in our customers. If their computer stops working properly, or we know a program is going to malfunction and shut down altogether, be straightforward and let them know, but don’t say crashed. Instead, use “stopped responding” or other nonalarmist language that softens the message. Offer a solution or timeline when possible.
create an account
Use sign up when inviting a customer to start using an offering. Use Create an account as an alternative action on a sign-in page.
Don’t use. Instead, use suspicious activity.
Don’t use cursor when you mean pointer. A cursor is a straight vertical line that tells you where text you type will appear. A pointer is an arrow or other shape that moves around the screen when you move your mouse.
Depending on the type of business and purchase, you might find a synonym makes more sense in context (client, shopper, purchaser, patron, for example).
Customer pays me with
A label used in QuickBooks Online for Android indicating the currency in which a customer pays. Use sentence case.
Anything that the customer of a business deals with directly. Always include the hyphen. Note that when we write “customer-facing” to our customers, we should be referring to their customers. Customer-facing touchpoints can include: the user interface of a software application, any mailing or other contact that a customer receives, policies that describe how to interact with customers (since the customer will experience the effects of these policies), social media, email, TV advertising, online advertising, web marketing, telesales, product interfaces, QuickBooks Design toolkit, in-product marketing, in-product help, and care agent scripts.
Customer Support, TurboTax Help Team, help team, our experts
These are the options for referring to the TurboTax help team. We don’t write just “Customer Care,” “Customer Service,” or “agents.”
Use customize when you’re personalizing something (such as a template or form) for your own use. Use change or edit instead for changing data (such as a customer name or email).