Quickbooks section 6 - Study guides, Class notes & Summaries

Question (1): QuickBooks Online has some great features. Clients can use Online Invoicing, which will track when they’ve been viewed and paid. Online Invoicing even allows for customer queries via online messages directly linked to the invoice. You now need to enable this feature in the new client company you’re setting up. Take a look at the steps below 1. Select the Gear icon, and select Account and Settings, under the Your company column) 2. and scroll down to the Online delivery se...

QuickBooks Online Certification Section 2 Questions and Correct Solutions 2024 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 in...

1. Which is not a benefit of using the QuickBooks Online Apps for Mac and Windows? 2. How do you create a recurring invoice in QuickBooks Online? 3. Which of the following summary information of activity from clients' QBO companies can be found in the Client list grid in QuickBooks Online Accountant? 4. Which of the following is an accurate statement about the Your Books section in QuickBooks Online Accountant? 5. How is a Credit Memo different from a Refund Receipt? ...

Client Needs Assessment Process - Answer Who, What, When, and How Who? - Answer Get to know who your client is, what they stand for, what they're aiming for and where they're coming from What? - Answer Every business, large or small, has a variety of parts. You need to find our what they are in order to best discuss QBO functionality and benefits with them, When? - Answer How often do they run reports? What are their internal and external deadlines? All of your clients will have compl...

QuickBooks Questions and Answers Graded A+ QBB QuickBooks file type that is a compressed file that must be restored before it can be used QBW File that is used to enter transactions and obtain reports Which of the following ways can you use to navigate QuickBooks software? Navigation Bar (Icon Bar) Menu Bar Home Page QuickBooks can create many different _____ that are useful when managing a business. reports To save a backup QuickBooks file, select ... File menu > Back Up Company From wh...

QuickBooks Online Certification Section 6 Questions and Answers 100% Pass Stacy wants to run reports that tell her which vendors provide the best prices on the products she sells. Which 2 vendor workflows in QuickBooks Online enable her to create reports with this data? Create Bill with product/service items > Pay Bill Create Expense with product/service items Create Expense with account/category detail Create Invoice with product/service items Create Bill with account/category detail > P...

QuickBooks Section 6 Questions and Answers Already Graded A Which 3 transactions in QuickBooks Online are reflected in the Accounts Payable Aging Detail report? BillsVendor CreditsBill Payments Your client is asking how much they owe their vendors. What report will you suggest they review? Accounts Payable Aging Summary Which report should Alicia run to find out which of her customers generated the most sales last month? Sales by Customer Summary Which 2 statements are true about the Mon...

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...

Which 3 transactions in QuickBooks Online are reflected in the Accounts Payable Aging Detail report? BillsVendor CreditsBill Payments Your client is asking how much they owe their vendors. What report will you suggest they review? Accounts Payable Aging Summary Which report should Alicia run to find out which of her customers generated the most sales last month? Sales by Customer Summary Which 2 statements are true about the Month-end review feature? You can see the status of your month-e...

QuickBooks Certified User Exam 56 Questions with Verified Answers What information is required before setting up a QuickBooks file? - CORRECT ANSWER 1. Company name 2. Industry 3. Company type 4. Company contact information 6. Tax ID How do you start a new company data file in QuickBooks (Express Start and Advanced Setup)? - CORRECT ANSWER File>New Company Three options: 1. Express Start 2. Advanced Setup 3. Other Options (convert from other files) How do you keep the lists a...