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QBO Certification Exam QueQBO Certification Exam Questions and Answersions and Answers

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  • 16 augustus 2024
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QBO Certification Exam Questions and
Answers
Samantha is working through the Client Needs Assessment process.

Which 4 areas should she focus on to gather information for her client?

(Select all that apply)

Who is the client

Why did the client start their business

What services does the client need

How will the client work be completed

Which team member will do the work

When does the client need their work completed

✓ ~~~Who is the client
When does the client need their work completed

What services does the client need

How will the client work be completed




You have just engaged a new client who has been in business for over a year and

using Excel to track her monthly business activity.

Which 2 actions can help this client quickly transfer her data into her new

QuickBooks Online company?(Select all that apply)

Use Upload from file tool in the Banking Center to upload banking activity

,Select Transfer under the + New menu

Select Migrate Data in the Account and Settings menu

Import her data from Excel lists using the Import Data tool

✓ ~~~Import her data from Excel lists using the Import Data tool
Use Upload from file tool in the Banking Center to upload banking activity




Liz just completed a Client Needs Assessment and her client confirmed that he will

require profitability tracking, and need to create budgets and purchase orders in his

accounting solution.

What is the minimum QuickBooks Online version suitable for Liz's client?

QuickBooks Self-Employed

QuickBooks Online Simple Start

QuickBooks Online Essentials

QuickBooks Online Plus

QuickBooks Online Advanced

✓ ~~~QuickBooks Online Plus



Which subscription options, if any, include bank feeds, access from any device at

any time, and integration with a wide range of apps?

Only QuickBooks Online Plus

Only QuickBooks Self-Employed

Only QuickBooks Self-Employed and QuickBooks Online Essentials

, QuickBooks Online Simple Start, Essentials, Plus, and Advanced

None of them

✓ ~~~QuickBooks Online Simple Start, Essentials, Plus, and Advanced



Which 2 features of QuickBooks Online Advanced aren't available to QuickBooks

Online Plus clients?(Select all that apply)

Unlimited accounts and classes

Advanced Price rules

Advanced import and batch entry

Project tracking

✓ ~~~Advanced import and batch entry
Project tracking




Which 2 statements about Wholesale billing in QuickBooks Online are true?(Select

all that apply)

The practice gets billed at wholesale prices for QuickBooks Online subscriptions

The practice gets billed directly and determines the amount to bill the client

The client gets billed directly, but the practice determines the price

The client gets billed directly when they're signed up for a wholesale discount

account

✓ ~~~

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