QuickBooks Certification Test: Questions &
Answers
After quickbooks sets up a chart of accounts in the easy step interview,
which of the following is True?
(Ans- It's possible to add more accounts later
#Assume that quickbooks is now in single user mode. What does this
mean?
(Ans- only one user can access the data file
The bank notified you that a customer's check you deposited has bounced.
The customer did not have sufficient funds to cover the check. What should
you do?
(Ans- Record a transaction to show the customer owes you the money and
that the checking balance decreased by that same amount
#How can you ensure that invoice detail does not appear on a customer
statement?
(Ans- Uncheck the show invoice item detail on statements box in the
create statements window
#How do you add or delete columns on a report?
(Ans- Click the customize report button and on the display tab check or
uncheck add or remove columns
#How do you change text in the header/footer of a report?
(Ans- Click the customize report button and on the header/footer tab
change the name
How do you change the report basis, accrual vs. cash for just one report?
(Ans- Click the customize report button and on the display tab choose
accrual or cash
, How do you move list entries to a different location on the list?
(Ans- click on the diamond to the left of the name and then drag the name
up or down the list
#How do you use a different forms template when creating a new
transaction?
(Ans- Open the form, click the templates drop down list and select the
appropriate form
#How would you track customer birth in quickbooks?
(Ans- add a custom field to the customer list
**If you have a customized report that you use each month, which feature
lets you run the
(Ans- Memorize report
#Name the sections of the balance sheet
(Ans- assets, liabilities, equity
#How do you access the product information window?
(Ans- Press the F2 key
Suppose you always want all reports to show a specific size and color. How
do you set standard preference in quickbooks so you don't have to
customize each report?
(Ans- Click the edit menu and select preferences then click the reports and
graphs group to set preferences
Suppose you want to restrict which users can access customer credit card
numbers. How do you do this?
(Ans- Give the user access to sales and accounts but don't check the
checking and credit card
Answers
After quickbooks sets up a chart of accounts in the easy step interview,
which of the following is True?
(Ans- It's possible to add more accounts later
#Assume that quickbooks is now in single user mode. What does this
mean?
(Ans- only one user can access the data file
The bank notified you that a customer's check you deposited has bounced.
The customer did not have sufficient funds to cover the check. What should
you do?
(Ans- Record a transaction to show the customer owes you the money and
that the checking balance decreased by that same amount
#How can you ensure that invoice detail does not appear on a customer
statement?
(Ans- Uncheck the show invoice item detail on statements box in the
create statements window
#How do you add or delete columns on a report?
(Ans- Click the customize report button and on the display tab check or
uncheck add or remove columns
#How do you change text in the header/footer of a report?
(Ans- Click the customize report button and on the header/footer tab
change the name
How do you change the report basis, accrual vs. cash for just one report?
(Ans- Click the customize report button and on the display tab choose
accrual or cash
, How do you move list entries to a different location on the list?
(Ans- click on the diamond to the left of the name and then drag the name
up or down the list
#How do you use a different forms template when creating a new
transaction?
(Ans- Open the form, click the templates drop down list and select the
appropriate form
#How would you track customer birth in quickbooks?
(Ans- add a custom field to the customer list
**If you have a customized report that you use each month, which feature
lets you run the
(Ans- Memorize report
#Name the sections of the balance sheet
(Ans- assets, liabilities, equity
#How do you access the product information window?
(Ans- Press the F2 key
Suppose you always want all reports to show a specific size and color. How
do you set standard preference in quickbooks so you don't have to
customize each report?
(Ans- Click the edit menu and select preferences then click the reports and
graphs group to set preferences
Suppose you want to restrict which users can access customer credit card
numbers. How do you do this?
(Ans- Give the user access to sales and accounts but don't check the
checking and credit card
