QuickBooks Questions and Answers
Already Passed
Complete the following statement: The QuickBooks Online ____________ is a platform that you
and your clients can use to build the perfect solution, by adding ___________
...
QuickBooks Questions and Answers
Already Passed
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 Practice area?(Select all that apply)
✔✔List of Client Companies, Team section, Work space, Apps, & ProAdvisor
The lifecycle can be broken down into a manageable timeline: ✔✔Daily: Manage the books by
running small tasks
Monthly: Analyze and balance the books
Quarterly: Evaluate and maintain finances
Annually: Finalize books and report taxes
Which of the following tasks should be performed weekly? ✔✔Record transactions
Document and file receipts
Review unpaid bills
Prepare and send invoices
Pay vendors, sign checks
Review projected cash flow
Where would you go to find the following accountant-only features? Prep for taxes, Reclassify
Transactions, Voided/Deleted Transactions, and Write Off Invoice ✔✔Accountant Tools
What information can you see on the dashboard? Select all of the options that are correct.
✔✔Income and sales data
Profit and loss figures
Expenses
Credit card balances
Bank balances
Which of the following statements are true of the QuickBooks Online mobile app? (Select all
that apply.) ✔✔It syncs with QuickBooks Online on the web: Any task completed in the app
updates QuickBooks Online.
The same security that protects your QuickBooks Online data on the web applies when you use
the QuickBooks Online mobile app.
Which of the following are correct statements about a client's QuickBooks Online company?
Select all that apply. ✔✔A QuickBooks company is made up of lists and transactions
There are multiple entry points for finding different lists and transactions
As an accountant user, you have an additional drop-down menu in your client's company
Settings and tools can be accessed from the Gear icon
Which of the following statements are true of the QuickBooks Online Dashboard? Select all the
correct options from the list. ✔✔You can see deposits and information on unpaid and overdue
invoices
You can select a card to go to the Sales or Expenses Center
You start off in Dashboard when you enter a client account
Your client wants to know if they can manage their expense
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