Quickbooks 2019 Recertification Exam verified document

1. Michelle Jewelry Company’s finance team is growing and is considering upgrading to QuickBooks Online Advanced to take advantage of the advanced custom user permissions. The new permissions allow you to limit a user’ ...

1. Michelle Jewelry Company’s finance team is growing and is considering upgrading to QuickBooks Online Advanced to take advantage of the advanced custom user permissions. The new permissions allow you to limit a user’s access to which 2 groups of reports?(Select all that apply)  Basic reports  Sales and customer reports  Employee  Expense and vendor reports  Sales tax  Business overview 2. Which tier will Dianne achieve if she adds two new QuickBooks Online clients to her QuickBooks Online Accountant account?  Silver  Gold  Platinum  Elite  Diamond 3. Dianne Doolittle has received a review on her Find-a-ProAdvisor profile listing and would like to respond to the review. Which steps should she take to leave a response?  It is not possible to respond to reviews written on the Find-a-ProAdvisor website.  Dianne must contact ProAdvisor support to initiate the response request.  Dianne can reply to the review by selecting the Profile icon on the menu bar of QuickBooks Online Accountant, scrolling to the “Client reviews” section and selecting “Reply to review.”  Dianne can reply to the review directly from the Find-a-ProAdvisor website by entering her Intuit ID and password where indicated on the page. 4. What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? (Select all that apply)  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.  You can add one button for conversion to QuickBooks Online through QuickBooks Online Accountant. 5. Carla is a partner in a firm with over 40 team members who have access to QuickBooks Online Accountant. She needs to assign a payroll specialist to work on a new client that just signed up QBO 2019 Recertification Exam with the firm. She needs to: Navigate to ________ in QuickBooks Online Accountant, then _____ Payroll Specialist in the ____________. Fill in the missing steps.  Work; select; second drop-down  Team; type; Search box  Team; select; drop-down  Team; filter for; Gear icon  Work; type; Search box 6. The QuickBooks Online Accountant Work feature supports integration with which popular communication app?  WhatsApp  Slack  Facebook Messenger  SMS Texting 7. Dianne Doolittle has opened a client’s QuickBooks Online Company from her Client Dashboard in QuickBooks Online Accountant. She wants to see which apps are connected to the client’s account. Where can she find this information without logging out of the client’s QuickBooks Online account?  Gear icon > Account and Settings > Billing and Subscriptions  Client Overview > Company Setup  Client Overview > Common Issues  Left navigation > Apps  Left navigation > My Accountant 8. The search box in the Client apps screen allows you to search for apps by which 2 criteria?  Name of the app  Apps you connected  Discounted apps  Name of the client  Apps others connected 9. Which 4 features are available in the Work tab in QuickBooks Online Accountant?  You can add new clients to your client list in the Project setup screen.  You can track Projects and Tasks for your Firm’s internal work.  You can create custom Project Templates.  You can bulk-assign Project Templates to many clients.  You can create projects using predefined Quick Start Templates. QBO 2019 Recertification Exam 10. 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(X)  CSV  JPEG  PDF 11. MB has permanently deleted a QuickBooks Online client from her client list in QuickBooks Online Accountant, but she still needs to do a tax return for them in ProConnect Tax Online.  What does MB need to do to reinstate access to the client’s tax information?  Tell the client to re-invite MB as an accountant user to their QuickBooks Online account.  Go to Team, select the team member who needs access to the client, select the Client Access tab, check the box next to the client’s name, select Save.  Select the Gear icon at the top right of the Client list, check the box Include inactive clients, select Make active in the Actions column.  Go to her ProConnect Tax Online Client Dashboard and reinstate the client. 12. Stacy needs to install an app for her client’s QuickBooks Online account. Which permission level does she need to have to add the app fro