QuickBooks Online Certification Section 3 Questions and Answers 100% Verified

QuickBooks Online Certification Section 3 Questions and Answers 100% Verified Which 3 navigation features are missing in a Reports Only user's view? Navigation panel Search box + New button Gear icon Help menu Yo ...

QuickBooks Online Certification Section 3 Questions and Answers 100% Verified Which 3 navigation features are missing in a Reports Only user's view? Navigation panel Search box + New button Gear icon Help menu Your client has called for help with their bank feeds in QuickBooks Online. You begin by asking them to open the Banking tab in the Left Navigation bar and your client tells you that she doesn't see this option listed. What could be the reason? Your client doesn't have bank feeds enabled Your client has Business view selected in their settings Your client has turned off the Banking option in their settings Your client has the Simple Start subscription for QuickBooks Online What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? You can keep all client contact info, notes, and documents in one place You can access all your ProConnect Tax Online clients from the same dashboard You can launch your QuickBooks Desktop client companies directly from the Client Dashboard You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines You can share documents stored in QuickBooks Online Accountant with the client Dianne Doolittle wants to download an itemized invoice for the QuickBooks Online subscriptions on her wholesale billing account for last month. The statement can be downloaded in which 2 file formats? XLS or XLSX CSV JPEG PDF DOC Depending on the way your practice works, you may need to give team members different access levels based on their roles. What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Full access VIP access Basic access Custom access Standard access What types of user permissions can you set up when adding a new team member in QuickBooks Online Accountant? Regular or custom user, Company administrator, Reports only, and Time Tracking only Basic, Custom, and Full access Regular or custom user, Company administrator, and Reports only Regular or custom user and Company administrator What is the correct process for setting up a recurring project for the same client? Create a new project and select the Repeat button, then set the frequency and duration Create the project and save it. Reopen the project and select the Duplicate button for the number of times you want it to recur You can't repeat projects, only tasks Which statement about creating a client request in QuickBooks Online Accountant is false? You can add attachments by selecting the + Add document link The request is not sent to the client's email address unless the default setting is changed. The request appears in the client's QuickBooks Online company in My Accountant If you wish to notify your client of your request with a QuickBooks Online-generated email, select Notify client Based on the relationship and agreement with the vendors, what are the 2 vendor workflow options to pay your vendors? Bill > Pay Bills Invoice > Receive Payment > Create Deposit Create Purchase Order Expense or Check Delayed Charge > Pay Bills Look at these two sentences about Undeposited Funds: By posting to Undeposited Funds, you can create a single bank deposit for multiple payments, making it easy ___________. When receiving a payment, make sure _________________. Which option correctly fills in these two sentences? 1. To match your bank register with your bank statement; 2. the Deposit to account is Checking 1. To match your bank register with your bank statement; 2. the Deposit to account is Uncategorized Funds 1. To match your expenses with your bank statement; 2. the Deposit to account is Uncategorized asset 1. To match your bank register with your bank statement; 2. the Deposit to account is Undeposited Funds Lynda is teaching her client proper vendor workflow. What is the correct workflow? Purchase Order > Pay bill Bill > Print checks Bill > Pay bill Invoice > Pay bill When the Sales Tax feature is enabled in QuickBooks Online, where must you record sales tax payments? Create Bill Sales Tax Center Create Check Pay Bills 00:0201:11 What are 2 tools you can use to identify possible issues in a QuickBooks Online company? Transaction Journal Import Data Account and Settings Audit Log Journal Entry What are the steps to create a new estimate in QuickBooks Online? Projects > All Sales > New Transaction > Estimate Sales > Customers > New Customer Sales > All Sales > New Transaction > Estimate Gear icon > Estimate