QBO ProAdvisor Test Section 2 | Questions And Answers Latest {2024- 2025}
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Which 4 of these tabs appear in the Customer information screen? - Notes
Attachments
Additional info
Address
Language
Tax Info
Payments and Billing
Which field is required when importing vendors? - Vendor Name
Bertha Fox, one of your long-time clients, calls and asks how to track payments made to 1099 vendors. -
Check Track payments for 1099 in the Vendor Information screen
What connection method eliminates the need to provide a bank user name and password after the
initial setup process? - OAuth
One of your clients was notified that their email was compromised and they need to update all of their
banking passwords.
Where should they go to update their bank info in QuickBooks Online? - Banking Center > Banking tab >
Select account tile > Pencil icon > Edit sign-in info
When first setting up Sales tax for a client, what information will be prepopulated? - Business address
Where does the client initiate the setup of QuickBooks Payments? - Gear icon > Account and settings >
Payments
Where would your client navigate to view the status of a bill payment that was paid using Melio? - Open
bill payment > View online payment
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