Intuit QuickBooks Certified User (QBCU) Exam – Accounting, Bookkeeping, and Financial
Management Certification Study Guide
What information is required before setting up a QuickBooks file? (page 42) - correct answer
✔✔Bank statement
How do you start a new company data file in QuickBooks (Easy Step Interview)? (page 42-46) -
correct answer ✔✔1. Click "create a new company"
2. Choose "Express Start"
3. Type in company name
4. Select your industry
5. OK
6. Company name
7. Key in information in fields
8. Click "Create Company"
9. Click Add in "Add your bank accounts"
How do you keep the lists and preferences from an old file while removing old transactions?
(page 69) - correct answer ✔✔Use "Condense Utility"
How do you customize the home page? (page 6) - correct answer ✔✔1. "Edit"
2. Preferences
3. Company Preferences
How do you navigate/move around QuickBooks? - correct answer ✔✔On the Home Page, click
on the Vendors button
Management Certification Study Guide
What information is required before setting up a QuickBooks file? (page 42) - correct answer
✔✔Bank statement
How do you start a new company data file in QuickBooks (Easy Step Interview)? (page 42-46) -
correct answer ✔✔1. Click "create a new company"
2. Choose "Express Start"
3. Type in company name
4. Select your industry
5. OK
6. Company name
7. Key in information in fields
8. Click "Create Company"
9. Click Add in "Add your bank accounts"
How do you keep the lists and preferences from an old file while removing old transactions?
(page 69) - correct answer ✔✔Use "Condense Utility"
How do you customize the home page? (page 6) - correct answer ✔✔1. "Edit"
2. Preferences
3. Company Preferences
How do you navigate/move around QuickBooks? - correct answer ✔✔On the Home Page, click
on the Vendors button
