Where would you go to find the accountant-only features such as Prep for taxes or
Write off invoices?Where would you go to find the accountant-only features such as Prep for taxes or
Write off invoices?Where would you go to find the accountant-only features such as Prep for taxes or
Write off...
QBO Certification Questions and
Answers
Which of these statements about QuickBooks Online Accountant and QuickBooks
Online are true? Select all that apply.
✓ ~~~QuickBooks Online Accountant includes features that accountants can use to manage
their own practice and books
QuickBooks Online Accountant is a portal to your clients' QuickBooks Online files
Which menu from the left-hand navigation in QuickBooks Online Accountant would
you select to send a request to a client?
✓ ~~~Work
Where would you go to find the accountant-only features such as Prep for taxes or
Write off invoices?
✓ ~~~Accountant Tools
What's the best way to compare two reports at the same time in QuickBooks Online?
✓ ~~~Right-click on Reports in the left-hand menu to open in a new window, and pull up the
second report there
What account type would be most appropriate for tracking a loan your client took out
to buy a delivery van?
✓ ~~~Liabilities
Chart of accounts
, ✓ ~~~If you're struggling to find the chart of accounts, you can do so by navigating to the
Transactions center from the left-hand navigation. From there, you can select the Chart of
accounts tab.
Alternatively, you can select the Gear icon and select Chart of accounts from there,
under the Your Company column.
How would you best describe a product or service bundle?
✓ ~~~A collection of products and/or services that are sold together
Which 3 of the following statements are true about QuickBooks Online Accountant?
✓ ~~~It's where you'll find the ProAdvisor training
It is the platform through which you access your clients' QuickBooks Online files
It allows you to manage your team
Which 2 options could you select to jump directly into a client's QuickBooks Online
company?
✓ ~~~Go to quickbooks (1)
Click on client name (4)
Click on "qb" icon in cluent listing (5)
Which of the following QuickBooks Online features is only available to accountant
users and client users with company administrative privileges?
, ✓ ~~~Overview
Which web browser does Intuit recommend for the best user experience?
✓ ~~~Google Chrome
Which of the following organizes financial transactions to allow you and your client to
analyze the business's financial data, run financial reports, and prepare for taxes?
✓ ~~~Chart of accounts
Which of the following options is NOT true regarding editing a chart of accounts?
✓ ~~~All transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that
apply.
✓ ~~~The Gear icon, then select Import data
The down arrow by New customer, then select Import customers
Which of the following statements about adding sub-categories to the product and
services list are correct? Select all that apply.
✓ ~~~You can edit existing product/service items to assign them to a sub-category
You can only add up to 4 category and sub-category levels, including the parent
, What should you select to remove a vendor from the list?
✓ ~~~The Make inactive option from the dropdown in the Action column
Check answer
Continue training
One of your clients asks you to give a new employee access to QuickBooks Online.
The employee will be dealing with all aspects of the business, including payroll, but
they shouldn't have any admin privileges.
What user type should you choose when you add the employee?
✓ ~~~standard all access
Who can add apps to client company accounts?
✓ ~~~Only Admin users can add apps to a company account
In which 3 ways can you customize a client's chart of accounts?
✓ ~~~Changing names of default accounts
Numbering each account
Merging accounts
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