QUICKBOOKS CERTIFICATON Revision material
2024
Which of these does the Work menu in QuickBooks Online Accountant allow you to do? Select all that
apply. ANSW - Set up repeating projects for the same client that will occur on a regular basis
Filter tasks by client, team member, or project type
The Work menu allows you to set up repeated projects and filter all tasks by client, team member, or
project type.
You've signed up a new client who has been using QuickBooks Online.
Which 4 sections of the Overview screen can help you perform a high-level review of their books?
ANSW - Transaction Volume
Company Setup
Common Issues
Banking Activity
Which section in the New Client Checklist helps you understand your client's needs to determine the
features and solutions required? ANSW - Client Needs Assessment
Which option on the left-hand navigation would you select to locate the Client onboarding template?
ANSW - Work
The Work area is where you can find the Client onboarding template. Use it to build an onboarding
process that's customized to your client's needs.
Remember that you'll need to create a new project and base it on the Client onboarding template.
Brian just completed a Client Needs Assessment and his client confirmed that she will require
profitability tracking, and needs to create budgets and purchase orders in her accounting solution. What
is the minimum QuickBooks Online version suitable for Brian's client? ANSW - QuickBooks Online Plus
You are adding a new client subscription through QuickBooks Online Accountant. Which billing option
would you choose if you want Intuit to bill your client? ANSW - Direct discount
, Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time? ANSW - Premium
Elite
Where can you enable account numbers for the chart of accounts? ANSW - The Advanced tab in
Account and Settings
What are 2 ways to update the chart of accounts to suit the needs of your client? ANSW - Merge
duplicate accounts
Make unnecessary accounts inactive in batch
When would you recommend merging accounts to a client? ANSW - When duplicate accounts are
created
Which 4 list types can be directly imported into QuickBooks Online from Excel? ANSW - Chart of
accounts
Customers
Vendors
Products and services
When importing customers for the first time, which of these file types can you use to import your
customer list? ANSW - QuickBooks Online can import lists saved as Excel or CSV files.
Which list records can be updated with new information via importing? ANSW - when importing a
products and services list, you or your client can choose to overwrite and update items already
If a client doesn't want to track the quantity on hand of the products they sell, what Product/Service
type should they select when setting up the items in QuickBooks Online? ANSW - Non-inventory
These are items that are bought and sold, and whose quantities on hand are not tracked. Your clients
may use this item type for small parts used in the installation or delivery of a product.
2024
Which of these does the Work menu in QuickBooks Online Accountant allow you to do? Select all that
apply. ANSW - Set up repeating projects for the same client that will occur on a regular basis
Filter tasks by client, team member, or project type
The Work menu allows you to set up repeated projects and filter all tasks by client, team member, or
project type.
You've signed up a new client who has been using QuickBooks Online.
Which 4 sections of the Overview screen can help you perform a high-level review of their books?
ANSW - Transaction Volume
Company Setup
Common Issues
Banking Activity
Which section in the New Client Checklist helps you understand your client's needs to determine the
features and solutions required? ANSW - Client Needs Assessment
Which option on the left-hand navigation would you select to locate the Client onboarding template?
ANSW - Work
The Work area is where you can find the Client onboarding template. Use it to build an onboarding
process that's customized to your client's needs.
Remember that you'll need to create a new project and base it on the Client onboarding template.
Brian just completed a Client Needs Assessment and his client confirmed that she will require
profitability tracking, and needs to create budgets and purchase orders in her accounting solution. What
is the minimum QuickBooks Online version suitable for Brian's client? ANSW - QuickBooks Online Plus
You are adding a new client subscription through QuickBooks Online Accountant. Which billing option
would you choose if you want Intuit to bill your client? ANSW - Direct discount
, Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time? ANSW - Premium
Elite
Where can you enable account numbers for the chart of accounts? ANSW - The Advanced tab in
Account and Settings
What are 2 ways to update the chart of accounts to suit the needs of your client? ANSW - Merge
duplicate accounts
Make unnecessary accounts inactive in batch
When would you recommend merging accounts to a client? ANSW - When duplicate accounts are
created
Which 4 list types can be directly imported into QuickBooks Online from Excel? ANSW - Chart of
accounts
Customers
Vendors
Products and services
When importing customers for the first time, which of these file types can you use to import your
customer list? ANSW - QuickBooks Online can import lists saved as Excel or CSV files.
Which list records can be updated with new information via importing? ANSW - when importing a
products and services list, you or your client can choose to overwrite and update items already
If a client doesn't want to track the quantity on hand of the products they sell, what Product/Service
type should they select when setting up the items in QuickBooks Online? ANSW - Non-inventory
These are items that are bought and sold, and whose quantities on hand are not tracked. Your clients
may use this item type for small parts used in the installation or delivery of a product.
