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QBO Certification Questions and Answers
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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...

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  • August 16, 2024
  • 75
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers

Subjects

  • qbo certification questions and answers
  • which of these statements about quickbooks online
  • which menu from the left hand navigation in quickb
  • where would you go to find the accountant only fea

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  • QBO Certification
  • QBO Certification

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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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