Quickbooks section 2 Study guides, Class notes & Summaries

You've signed up a new client who has been using QuickBooks Online. Which 4 sections of the Overview screen can help you perform a high-level review of their books? - ANSWER-Transaction Volume Company Setup Common Issues Banking Activity Which section in the New Client Checklist helps you understand your client's needs to determine the features and solutions required? - ANSWER-Client Needs Assessment Which option on the left-hand navigation would you select to locate the Client onboa...

QuickBooks Online Certification Exam Prep (Parts 1-3).Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session using the mobile app or, if you cannot use the app, sign one of the sign-in sheets in the back of the classroom. Thank you! #SNH16 Hector Garcia, CPA.CITP • Live/Work in Miami, FL • Certified Information Technology Professional • Member Intuit Trainer/Writer Network • Advance...

Complete the following statement: The QuickBooks Online ____________ is a platform that you and your clients can use to build the perfect solution, by adding ___________ that bring additional functionality. 1. ecosystem; 2. apps How many points does your firm need to reach the platinum tier of the ProAdvisor® program? 800 Which Intuit product allows you to manage your clients and your practice all in one place? QB Accountant Which of the following items can you access from the Your Pract...

QUICKBOOKS ONLINE CERTIFICATION SECTION 2

QB Section 1 UPDATED Exam Questions and CORRECT Answers Which 2 features in QuickBooks Online can help a professional services company track profitability by client? - Ans Price rules -Profit and Loss by Customer Report Recurring transactions Customer Statements -Projects

QuickBooks Online Certification Test Study Guide (2022/2023) Rated A+ You spend hours customizing a report to contain all the information you want. You want to run this report without having to do this customization again, how would you do that? 1. When the report is customized to your liking, click "save customizations" 2.Name the report and click "Save" 3.To run the customized report, select Reports from the navigation bar 4.Select the Custom reports tab 5.Click on the name of the report ...

Can you delete or make inactive something on a list if it has a balance (e.g. Customer, Vendor, or Stock Product, or Account)? - Yes, QuickBooks will automatically create a transaction to make the balance zero. While setting up a QuickBooks Online account, you accidentally entered the wrong company address. How would you fix this error? - Change it in Account and Settings window, which you can access by clicking the Gear icon and select Account and Settings. If you use QuickBooks Online Pl...

Complete the following statement: The QuickBooks Online ____________ is a platform that you and your clients can use to build the perfect solution, by adding ___________ that bring additional functionality. - Answer- 1. ecosystem; 2. apps How many points does your firm need to reach the platinum tier of the ProAdvisor® program? - Answer- 800 Which Intuit product allows you to manage your clients and your practice all in one place? - Answer- QB Accountant Which of the following items ca...

QuickBooks Online Certification Section 2 Questions and Answers Rated A+ You want to add a new Product and Services entry to your client's QuickBooks Online company. The service is installation of a server that doesn't include the cost of the hardware. Here are some steps for getting the job done. 1. Select the Gear icon, select Products and Services, then select New 2. _____________________________________________ 3. In the Name field, type Server installation 4. In the Sales information...

Complete the following statement: The QuickBooks Online ____________ is a platform that you and your clients can use to build the perfect solution, by adding ___________ that bring additional functionality. - Answer 1. ecosystem; 2. apps How many points does your firm need to reach the platinum tier of the ProAdvisor® program? - Answer 800 Which Intuit product allows you to manage your clients and your practice all in one place? - Answer QB Accountant Which of the following items...