Question 1
Thomas would like his customers to see the full invoice details from within the email
itself and have a PDF attached.
Where should he navigate to make this change?
Gear > Custom form styles
Sales > Open invoice > Send PDF slider
Gear > Account and Settings > Custom form styles
Gear > Account and Settings > Sales
Question 4
Your client sells a taxable item and ships it to a customer that is out of state. There is
no sales tax agency set up for that state.
What sales tax rate will QuickBooks Online apply?
A special category rate will be used as the seller’s rate
No sales tax will be applied
The customer’s rate based on location
, The seller’s standard rate
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Question 6
If a customer wishes to set up Autopay what 2 actions are required?
Check the box to turn on Autopay
Provide a copy of a voided check
Sign up for a QuickBooks Online subscription
Provide an IRS Form W-9 from the merchant
Sign in to or create an Intuit account
Question 5
In what 3 ways can a Payments link be delivered to a customer?
The client can issue a QR code so the customer can scan and pay from their
mobile device
From the client's mobile phone, a Payments link can be sent as a text message
A Payments link can be uploaded via Facebook
A Payments link can be uploaded in the client's QuickBooks Online under My
Accountant
Clients can send a Payments link to the customer via email
,
The customer can access from QuickBooks Online from Pay and get paid >
Vendors > Payments link
Question 5
The QuickBooks Payments Instant Deposits option is a great way to manage cash flow
by getting paid faster.
What percentage of the transaction value do clients pay to use this option?
0.25%
1%
1.50%
0.50%
Question 1
Diane Doolittle wants to quickly check what apps a client is connected to and opens the
client’s QuickBooks Online company from her Client dashboard.
Where can she see which apps are connected to the client’s account from
within the client’s QuickBooks Online company?
Overview > Company Setup
Overview > Common Issues
Gear icon > Account and Settings > Billing and Subscriptions
Books review > Apps
,
Gear icon > Account and Settings > Apps
Question 2
Which 3 of these areas does the New Client Checklist tool focus on to help
gather the information needed to select the right QuickBooks Online
subscription for a client?
Client Profile
Credit score and ability to obtain funding
Needs Assessment
QuickBooks Features and Solutions
Marketing objectives
Depreciable assets
Question 3
Which 2 QuickBooks subscription levels would support a client who needs to
track inventory and create purchase orders and budgets?
Simple Start
Essentials
Advanced
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