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QUICKBOOKS CERTIFICATON Revision material 2024
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QUICKBOOKS CERTIFICATON Revision material 2024 Which of these does the Work menu in QuickBooks Online Accountant allow you to do? Select all that apply. ANSW - Set up repeating projects for the same client that will occur on a regular basis Filter tasks by client, team member, or project type T...

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  • March 6, 2024
  • 10
  • 2023/2024
  • Exam (elaborations)
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  • quickbooks certificaton revision material 2024

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QUICKBOOKS CERTIFICATON Revision material
2024

Which of these does the Work menu in QuickBooks Online Accountant allow you to do? Select all that
apply. ANSW - Set up repeating projects for the same client that will occur on a regular basis

Filter tasks by client, team member, or project type

The Work menu allows you to set up repeated projects and filter all tasks by client, team member, or
project type.



You've signed up a new client who has been using QuickBooks Online.

Which 4 sections of the Overview screen can help you perform a high-level review of their books?
ANSW - Transaction Volume

Company Setup

Common Issues

Banking Activity



Which section in the New Client Checklist helps you understand your client's needs to determine the
features and solutions required? ANSW - Client Needs Assessment



Which option on the left-hand navigation would you select to locate the Client onboarding template?
ANSW - Work

The Work area is where you can find the Client onboarding template. Use it to build an onboarding
process that's customized to your client's needs.

Remember that you'll need to create a new project and base it on the Client onboarding template.



Brian just completed a Client Needs Assessment and his client confirmed that she will require
profitability tracking, and needs to create budgets and purchase orders in her accounting solution. What
is the minimum QuickBooks Online version suitable for Brian's client? ANSW - QuickBooks Online Plus



You are adding a new client subscription through QuickBooks Online Accountant. Which billing option
would you choose if you want Intuit to bill your client? ANSW - Direct discount

, Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time? ANSW - Premium

Elite



Where can you enable account numbers for the chart of accounts? ANSW - The Advanced tab in
Account and Settings



What are 2 ways to update the chart of accounts to suit the needs of your client? ANSW - Merge
duplicate accounts

Make unnecessary accounts inactive in batch



When would you recommend merging accounts to a client? ANSW - When duplicate accounts are
created



Which 4 list types can be directly imported into QuickBooks Online from Excel? ANSW - Chart of
accounts

Customers

Vendors

Products and services



When importing customers for the first time, which of these file types can you use to import your
customer list? ANSW - QuickBooks Online can import lists saved as Excel or CSV files.



Which list records can be updated with new information via importing? ANSW - when importing a
products and services list, you or your client can choose to overwrite and update items already



If a client doesn't want to track the quantity on hand of the products they sell, what Product/Service
type should they select when setting up the items in QuickBooks Online? ANSW - Non-inventory

These are items that are bought and sold, and whose quantities on hand are not tracked. Your clients
may use this item type for small parts used in the installation or delivery of a product.

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