QuickBooks Online Certification ExamSection 4 Latest Update Graded A
The Client List is your one-stop shop for all of your client information- ✔✔even clients who do
not use QuickBooks Online!
What are the five columns
...
QuickBooks Online Certification ExamSection 4 Latest Update Graded A
The Client List is your one-stop shop for all of your client information- ✔✔even clients who do
not use QuickBooks Online!
What are the five columns listed under Client Details? ✔✔Notes, Bookkeeping, Payroll, Shared
Documents, and Tax
*** Can clients see the notes listed in the Client Details screen? ✔✔No
What allows you to view a client's subscription fee and billing history at a glance? You can make
quick changes to subscriptions from a central dashboard. ✔✔Gear menu, Your Account
(Subscriptions, Billing Details, Itemized Online Invoices)
In Your Subscriptions, what allows you to change a client's subscription level as well as transfer
billing back to the client? ✔✔The Actions Menu
In Billing Details, you can view previous payments under the ✔✔The History Section
What are two options to view an itemized invoice? ✔✔View PDF or Export CSV
Each QuickBooks Online subscription level has a maximum number of ✔✔classes, locations,
Chart of Account entries and users
Billable users ✔✔admin, standard, and custom users
There are three levels of access that can be granted to team members: ✔✔Full access, Basic
access, Custom access
Adding a New Team Member ✔✔Left hand navigational panel, Team, Add user
You can search the Team list to find people by ✔✔name or job title (email address)
Can you add a client to a task list who is not on QuickBooks Online? ✔✔Yes, simply add their
name and email address.
What are the four options for Tasks? ✔✔To Do, In Progress, Blocked, or Done. When Done is
selected is will be marked as completed and will disappear from the Work Dashboard.
Custom templates ✔✔Approve billable time, approve expenses, create the client invoice
You can even send a client who is not on QuickBooks Online a request, ✔✔but you cannot
attach a document, nor can they
If you permanently delete a client from QuickBooks Online, ✔✔you no longer have access to
their QuickBooks Online data
Where do email notifications for Tasks become enabled? ✔✔In the Accounting Company
settings
You move in or out how many subscriptions at a time? ✔✔50
What 3 statements are true about the Work Functionality in QBO? ✔✔1. You can create Projects
and Tasks for your clients and your firm
2. You can create custom project templates that have a repeat schedule
3. You can create Project and Tasks for clients who do not use QBO
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