Intuit QuickBooks Certified User (QBCU)
Exam Already Passed
What information is required before setting up a QuickBooks file? (page 42) ✔✔Bank statement
How do you start a new company data file in QuickBooks (Easy Step Interview)? (page 42-46)
✔✔1. Click "create a new company"
2. Choose "Express Start"
3. Type in company name
4. Select your industry
5. OK
6. Company name
7. Key in information in fields
8. Click "Create Company"
9. Click Add in "Add your bank accounts"
How do you keep the lists and preferences from an old file while removing old transactions?
(page 69) ✔✔Use "Condense Utility"
, How do you customize the home page? (page 6) ✔✔1. "Edit"
2. Preferences
3. Company Preferences
How do you navigate/move around QuickBooks? ✔✔On the Home Page, click on the Vendors
button
How do you backup/restore a data file? (page 66 & 67) ✔✔File menu, "Backup company",
"Local Backup", Next, Save it Now, Next, choose the location, Save
File menu, "Open or Restore a Company", "Restore a backup company", Next, Local Backup,
Next, Select the file, open
How do you determine the release number and update QuickBooks? (page 4) ✔✔F2- this opens
the product information window
How do you use QuickBooks in single-user and multi-user mode? (page 70) ✔✔File pull-down
menu --> Switch to Multi-User or Single-User mode
Exam Already Passed
What information is required before setting up a QuickBooks file? (page 42) ✔✔Bank statement
How do you start a new company data file in QuickBooks (Easy Step Interview)? (page 42-46)
✔✔1. Click "create a new company"
2. Choose "Express Start"
3. Type in company name
4. Select your industry
5. OK
6. Company name
7. Key in information in fields
8. Click "Create Company"
9. Click Add in "Add your bank accounts"
How do you keep the lists and preferences from an old file while removing old transactions?
(page 69) ✔✔Use "Condense Utility"
, How do you customize the home page? (page 6) ✔✔1. "Edit"
2. Preferences
3. Company Preferences
How do you navigate/move around QuickBooks? ✔✔On the Home Page, click on the Vendors
button
How do you backup/restore a data file? (page 66 & 67) ✔✔File menu, "Backup company",
"Local Backup", Next, Save it Now, Next, choose the location, Save
File menu, "Open or Restore a Company", "Restore a backup company", Next, Local Backup,
Next, Select the file, open
How do you determine the release number and update QuickBooks? (page 4) ✔✔F2- this opens
the product information window
How do you use QuickBooks in single-user and multi-user mode? (page 70) ✔✔File pull-down
menu --> Switch to Multi-User or Single-User mode
