QBO Certification Exam QueQBO Certification Exam Questions and Answersions and Answers
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Course
QBO Certification
Institution
QBO Certification
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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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