QuickBooks Certified User Exam 2023 Graded A+
What information is required before setting up a QuickBooks file?
1. Company name
2. Industry
3. Company type
4. Company contact information
6. Tax ID
How do you start a new company data file in QuickBooks (Express Start and
Advanced Setup)?
File>New Company
Three options:
1. Express Start
2. Advanced Setup
3. Other Options (convert from other files)
How do you keep the lists and preferences from an old file while removing old
transactions?
File>Utilities>Condense Data
Select: All Transactions
How do you customize the home page?
Edit>Preferences
Select: Desktop View
Select either: My Preferences tab OR
Company Preferences tab
How do you set up lists (customers, vendors, items, etc)? Include which names
and items should appear on which lists.
This is the last step after you've created your new company file. You may add data here
or add it later.
The Customer List should include only names of people that pay you for products and
services.
The Vendor List should only include names of people that you pay for products and
services.
The Employee List should only include names of people you pay to work for your
company exclusively.
The Items List should include things products and services that your company offers.
How do you navigate or move around QuickBooks (use home page, menus, icon
bar, etc)?
On the home page there are workflows that are set up in different categories. The
categories are:
1. Vendors (Purchase Orders, Enter Bills, Receive Bills)
2. Customers (Create Invoices, Statements, Receive Payments, etc)
3. Employees (Pay Employees, Pay Liabilities, etc)
4. Company (Chart of Accounts, Inventory Activities, Items and Services, etc)
5. Banking (Reconciliation, enter credit card charges, record deposits, write checks, etc)
There is also an icon bar with shortcuts and a toolbar at the top of the page.
How do you back up and restore a data file?
, There are four ways to back up a company file:
1. Backup online
2. Manual backup
3. Automatic backup
4. Scheduled backup
To backup company files: File>Back Up Company>Create Local Backup
To restore company files: File>Open or File>Restore Company
How do you determine the release number, and how do you update QuickBooks?
To find the release number, hit the F2 key and look at the box labeled, Versions Used
on File. The release number will be after the letter, R.
There are four ways to update QuickBooks:
1. When you download a new annual version and click the update option
2. Turning on the Automatic Update feature in the Update QuickBooks window
3. Manual checking and downloading updates
4. Downloading the latest maintenance release from the website and installing manually
To check and download updates manually, you may click: Help>Update QuickBooks
How do you use QuickBooks in single-user and multi-user mode?
To use multi-user mode, you must install a licensed copy of QuickBooks on each
networked computer. The company file should be located on a shared server that can
be accessed by all users.
To switch to multi-user mode, click File>Switch to Multi-user Mode
Single-users have more permissions such as deleting entries on lists, import/export
data, etc.
What versions and editions of QuickBooks are available for a specific year
(desktop version), and how do you know which version you are using?
To figure out what version you are using, hit the F2 key in QuickBooks.
There is a new version that comes out annually. There are 5 general editions available:
1. QuickBooks Online
2. QuickBooks for Mac
3. QuickBooks Pro
4. QuickBooks Premier
5. QuickBooks Enterprise Solutions
6. Other industry-specific editions
How do you password protect QuickBooks?
To set up a password, you must assign an administrator first. To do this, click
Company>Set Up Users and Passwords>Set Up Users. Then select Admin and Edit
User to set up a password and challenge question.
How do you use preferences?
Edit>Preferences
Examples of preferences include using enter vs tab for moving through a form, disabling
QuickBooks optional service reminders, removing "ding" when saving transactions, etc.
How do you add new entries to a list?
Enter a list and click "New Customers and Jobs" or press ctrl+n. You may also add new
entries by using QuickAdd or Set Up buttons that automatically pop up while filling out a
form (check, bill, etc).
How do you delete entries from a list?
What information is required before setting up a QuickBooks file?
1. Company name
2. Industry
3. Company type
4. Company contact information
6. Tax ID
How do you start a new company data file in QuickBooks (Express Start and
Advanced Setup)?
File>New Company
Three options:
1. Express Start
2. Advanced Setup
3. Other Options (convert from other files)
How do you keep the lists and preferences from an old file while removing old
transactions?
File>Utilities>Condense Data
Select: All Transactions
How do you customize the home page?
Edit>Preferences
Select: Desktop View
Select either: My Preferences tab OR
Company Preferences tab
How do you set up lists (customers, vendors, items, etc)? Include which names
and items should appear on which lists.
This is the last step after you've created your new company file. You may add data here
or add it later.
The Customer List should include only names of people that pay you for products and
services.
The Vendor List should only include names of people that you pay for products and
services.
The Employee List should only include names of people you pay to work for your
company exclusively.
The Items List should include things products and services that your company offers.
How do you navigate or move around QuickBooks (use home page, menus, icon
bar, etc)?
On the home page there are workflows that are set up in different categories. The
categories are:
1. Vendors (Purchase Orders, Enter Bills, Receive Bills)
2. Customers (Create Invoices, Statements, Receive Payments, etc)
3. Employees (Pay Employees, Pay Liabilities, etc)
4. Company (Chart of Accounts, Inventory Activities, Items and Services, etc)
5. Banking (Reconciliation, enter credit card charges, record deposits, write checks, etc)
There is also an icon bar with shortcuts and a toolbar at the top of the page.
How do you back up and restore a data file?
, There are four ways to back up a company file:
1. Backup online
2. Manual backup
3. Automatic backup
4. Scheduled backup
To backup company files: File>Back Up Company>Create Local Backup
To restore company files: File>Open or File>Restore Company
How do you determine the release number, and how do you update QuickBooks?
To find the release number, hit the F2 key and look at the box labeled, Versions Used
on File. The release number will be after the letter, R.
There are four ways to update QuickBooks:
1. When you download a new annual version and click the update option
2. Turning on the Automatic Update feature in the Update QuickBooks window
3. Manual checking and downloading updates
4. Downloading the latest maintenance release from the website and installing manually
To check and download updates manually, you may click: Help>Update QuickBooks
How do you use QuickBooks in single-user and multi-user mode?
To use multi-user mode, you must install a licensed copy of QuickBooks on each
networked computer. The company file should be located on a shared server that can
be accessed by all users.
To switch to multi-user mode, click File>Switch to Multi-user Mode
Single-users have more permissions such as deleting entries on lists, import/export
data, etc.
What versions and editions of QuickBooks are available for a specific year
(desktop version), and how do you know which version you are using?
To figure out what version you are using, hit the F2 key in QuickBooks.
There is a new version that comes out annually. There are 5 general editions available:
1. QuickBooks Online
2. QuickBooks for Mac
3. QuickBooks Pro
4. QuickBooks Premier
5. QuickBooks Enterprise Solutions
6. Other industry-specific editions
How do you password protect QuickBooks?
To set up a password, you must assign an administrator first. To do this, click
Company>Set Up Users and Passwords>Set Up Users. Then select Admin and Edit
User to set up a password and challenge question.
How do you use preferences?
Edit>Preferences
Examples of preferences include using enter vs tab for moving through a form, disabling
QuickBooks optional service reminders, removing "ding" when saving transactions, etc.
How do you add new entries to a list?
Enter a list and click "New Customers and Jobs" or press ctrl+n. You may also add new
entries by using QuickAdd or Set Up buttons that automatically pop up while filling out a
form (check, bill, etc).
How do you delete entries from a list?
