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
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