What are the two ways to access price rules from the product in services screen? - AN-
SWER Select price rules from the more drop-down
Open the grid gear menu and select edit price rules
In QuickBooks online, Kathy's crafty crafts is planning to run a promotion for their best cus-
tomers. For a limited time, these customers will receive a 20% discount off selected prod-
ucts. Although Kathy is able to see the price rule in the drop-down list, it is not automatically
applying to any of her customers.
What could be the cause? - ANSWER The price rule was not applied to the product
Your client wants to offer their wholesale customers, a 10% discount. Which two QuickBooks
online features are used in the process of setting this up? - ANSWER Customer types
Price rules
Which two statements are correct regarding budgets in QuickBooks online? Select all that
apply. - ANSWER Budgets cannot be set up based on last year's financial data
Budget can be subbed by class location customer sub customer Projects
Craig's design and landscaping service has entered into a subcontracting agreement with
long general contractors. The contract states a negotiated special price that should be used
for each product and service item utilized in the job that Craig completes for long.
Which type of price rule should you recommend Craig use in this situation? - ANSWER
Custom price per item
A client has created a budget based on their customer lous luggage. They want a report that
shows actual versus budget for this customer by quarter for the whole year.
1
, Which three customizations are necessary? Understand. - ANSWER Select lous luggage
budget
Show grid accounts versus quarters
Filter for lous luggage customer
Which of the following features will disable the cash flow planner tool if activated? - AN-
SWER Multicurrency
What does the cash planner to use to view past cash flow? - ANSWER Historical transac-
tions and connected bank account data
Which of these statements about the cash flow planner tool are true - ANSWER It's not
available for QuickBooks online companies that have multi currency enabled
What is the recommended order for grouping parameters to deal with outstanding transac-
tions efficiently? - ANSWER Spent/received
Date
Category or match
Description or bank detail
Payee
What does bank to bank transfer matching do? - ANSWER It detects a transfer for the
same data and opposing amount and will flag it as paired to another transaction
As you categorize and add similar transactions to QuickBooks online at what point will the
banking center suggest a rule? - ANSWER After you add a second similar transaction
When does QuickBooks online suggest creating a rule? - ANSWER When a second trans-
action is categorized the same way as the first transaction with the same bank description
2
SWER Select price rules from the more drop-down
Open the grid gear menu and select edit price rules
In QuickBooks online, Kathy's crafty crafts is planning to run a promotion for their best cus-
tomers. For a limited time, these customers will receive a 20% discount off selected prod-
ucts. Although Kathy is able to see the price rule in the drop-down list, it is not automatically
applying to any of her customers.
What could be the cause? - ANSWER The price rule was not applied to the product
Your client wants to offer their wholesale customers, a 10% discount. Which two QuickBooks
online features are used in the process of setting this up? - ANSWER Customer types
Price rules
Which two statements are correct regarding budgets in QuickBooks online? Select all that
apply. - ANSWER Budgets cannot be set up based on last year's financial data
Budget can be subbed by class location customer sub customer Projects
Craig's design and landscaping service has entered into a subcontracting agreement with
long general contractors. The contract states a negotiated special price that should be used
for each product and service item utilized in the job that Craig completes for long.
Which type of price rule should you recommend Craig use in this situation? - ANSWER
Custom price per item
A client has created a budget based on their customer lous luggage. They want a report that
shows actual versus budget for this customer by quarter for the whole year.
1
, Which three customizations are necessary? Understand. - ANSWER Select lous luggage
budget
Show grid accounts versus quarters
Filter for lous luggage customer
Which of the following features will disable the cash flow planner tool if activated? - AN-
SWER Multicurrency
What does the cash planner to use to view past cash flow? - ANSWER Historical transac-
tions and connected bank account data
Which of these statements about the cash flow planner tool are true - ANSWER It's not
available for QuickBooks online companies that have multi currency enabled
What is the recommended order for grouping parameters to deal with outstanding transac-
tions efficiently? - ANSWER Spent/received
Date
Category or match
Description or bank detail
Payee
What does bank to bank transfer matching do? - ANSWER It detects a transfer for the
same data and opposing amount and will flag it as paired to another transaction
As you categorize and add similar transactions to QuickBooks online at what point will the
banking center suggest a rule? - ANSWER After you add a second similar transaction
When does QuickBooks online suggest creating a rule? - ANSWER When a second trans-
action is categorized the same way as the first transaction with the same bank description
2
