What are the key benefits of the Client Overview tab? Select all that apply. - ANSWER -
Concise subscription information
-Recent banking activity stats
-Early indications of banking errors
What can you do to make sure the app is suitable before recommending it to your client? Se-
lect all that apply. - ANSWER -Read the reviews of the app from customers and other
ProAdvisors
-Test the app yourself beforehand
-Request a demo of the app from the developer
Which of the following options are true regarding editing a chart of accounts? Select all that
apply. - ANSWER -Merging accounts isn't possible for all account types
-Transactions posted to merged accounts are also merged
With our ProAdvisor Preferred Pricing, what percentage discount off the list price of a Quick-
Books Online subscription can you offer your clients? - ANSWER 30%
Which section in the New Client Checklist helps you understand your client's needs to deter-
mine the features and solutions required? - ANSWER Features and Solutions
What are the 3 primary ways to migrate client data to QuickBooks Online? - ANSWER -
Convert data from existing QuickBooks Desktop file
-Use the Import data tool
-Enter data manually into the QuickBooks Online forms and check registers
1
, Brian just completed a Client Needs Assessment and his client confirmed that she will re-
quire profitability tracking, and needs to create budgets and purchase orders in her account-
ing solution.
What is the minimum QuickBooks Online version suitable for Brian's client? - ANSWER
QuickBooks Online Plus
What are 3 benefits of the ProAdvisor Discount Program? - ANSWER -Up to 30% off sub-
scriptions for your clients
-Ability to add, remove, or change clients' subscriptions
-Itemized billing of all firm-billed subscriptions
To determine the scope of a bookkeeping clean-up engagement, you are reviewing the Client
Overview tab for a potential client. You notice that there is a large amount in the Opening
Balance Equity account.
Which 2 reasons could be causing this balance? - ANSWER -Transactions in the Banking
Center were added without assigning an account to them
-An opening balance was entered when an inventory item was created
-An opening balance was entered when creating a new Other Current Asset account
When using QuickBooks Online Accountant, Diane Doolittle opens a client's QuickBooks
Online company from her Client dashboard.
Where can she see which apps are connected to the client's account without signing out of
the account? - ANSWER Overview > Company Setup
Which 3 are benefits of using apps with QuickBooks Online? - ANSWER -They can provide
additional insight into various parts of a business
-They can reduce time spent on data entry
2
Concise subscription information
-Recent banking activity stats
-Early indications of banking errors
What can you do to make sure the app is suitable before recommending it to your client? Se-
lect all that apply. - ANSWER -Read the reviews of the app from customers and other
ProAdvisors
-Test the app yourself beforehand
-Request a demo of the app from the developer
Which of the following options are true regarding editing a chart of accounts? Select all that
apply. - ANSWER -Merging accounts isn't possible for all account types
-Transactions posted to merged accounts are also merged
With our ProAdvisor Preferred Pricing, what percentage discount off the list price of a Quick-
Books Online subscription can you offer your clients? - ANSWER 30%
Which section in the New Client Checklist helps you understand your client's needs to deter-
mine the features and solutions required? - ANSWER Features and Solutions
What are the 3 primary ways to migrate client data to QuickBooks Online? - ANSWER -
Convert data from existing QuickBooks Desktop file
-Use the Import data tool
-Enter data manually into the QuickBooks Online forms and check registers
1
, Brian just completed a Client Needs Assessment and his client confirmed that she will re-
quire profitability tracking, and needs to create budgets and purchase orders in her account-
ing solution.
What is the minimum QuickBooks Online version suitable for Brian's client? - ANSWER
QuickBooks Online Plus
What are 3 benefits of the ProAdvisor Discount Program? - ANSWER -Up to 30% off sub-
scriptions for your clients
-Ability to add, remove, or change clients' subscriptions
-Itemized billing of all firm-billed subscriptions
To determine the scope of a bookkeeping clean-up engagement, you are reviewing the Client
Overview tab for a potential client. You notice that there is a large amount in the Opening
Balance Equity account.
Which 2 reasons could be causing this balance? - ANSWER -Transactions in the Banking
Center were added without assigning an account to them
-An opening balance was entered when an inventory item was created
-An opening balance was entered when creating a new Other Current Asset account
When using QuickBooks Online Accountant, Diane Doolittle opens a client's QuickBooks
Online company from her Client dashboard.
Where can she see which apps are connected to the client's account without signing out of
the account? - ANSWER Overview > Company Setup
Which 3 are benefits of using apps with QuickBooks Online? - ANSWER -They can provide
additional insight into various parts of a business
-They can reduce time spent on data entry
2
