QuickBooks Certification Test
1. After quickbooks sets up a chart of accounts in the easy step interview, which of the following is
True?
It's possible to add more accounts later
2. #Assume that quickbooks is now in single user mode. What does this mean?
Only one user can access the data file
3. The bank notified you that a customer's check you deposited has bounced. The customer did not
have sufficient funds to cover the check. What should you do?
Record a transaction to show the customer owes you the money and that the checking balance
decreased by that same amount
4. How can you ensure that invoice detail does not appear on a customer statement?
Uncheck the show invoice item detail on statements box in the create statements window
5. How do you add or delete columns on a report?
Click the customize report button and on the display tab check or uncheck add or remove columns
6. How do you change text in the header/footer of a report?
Click the customize report button and on the header/footer tab change the name
7. How do you change the report basis, accrual vs. cash for just one report?
Click the customize report button and on the display tab choose accrual or cash
8. How do you move list entries to a different location on the list?
click on the diamond to the left of the name and then drag the name up or down the list
9. How do you use a different forms template when creating a new transaction?
Open the form, click the templates drop down list and select the appropriate form
10. How would you track customer birth in quickbooks?
add a custom field to the customer list
, 11. Name the sections of the balance sheet
assets, liabilities, equity
How do you access the product information window?
Press the F2 key
12. Suppose you always want all reports to show a specific size and color. How do you set standard
preference in quickbooks so you don't have to customize each report?
Click the edit menu and select preferences then click the reports and graphs group to set preferences
13. Suppose you want to restrict which users can access customer credit card numbers. How do you
do this?
Give the user access to sales and accounts but don't check the checking and credit card
14. What is the primary reason for setting a closing date in Quickbooks?
to restrict users from deleting, editing, or adding transactions to last year
15. What is the purpose of backing up in quickbooks?
to protect against data loss from file corruption or a hard file crash
16. What is the reason for not being able to delete a list entry?
The entry has been used in a transaction
17. What should you do after you click save & close on a customer credit memo?
Choose between retained as an available credit, give a refund or apply to an invoice
18. What tool do you use to move your logo to a form?
layout designer
19. What transaction in quickbooks should you use if your customer pays you when you provide the
goods or services?
Sales receipt
20. When a transaction is changed, what information does the Audit Trail report provide?
who changed the transaction, and the date/time the transaction was changed
1. After quickbooks sets up a chart of accounts in the easy step interview, which of the following is
True?
It's possible to add more accounts later
2. #Assume that quickbooks is now in single user mode. What does this mean?
Only one user can access the data file
3. The bank notified you that a customer's check you deposited has bounced. The customer did not
have sufficient funds to cover the check. What should you do?
Record a transaction to show the customer owes you the money and that the checking balance
decreased by that same amount
4. How can you ensure that invoice detail does not appear on a customer statement?
Uncheck the show invoice item detail on statements box in the create statements window
5. How do you add or delete columns on a report?
Click the customize report button and on the display tab check or uncheck add or remove columns
6. How do you change text in the header/footer of a report?
Click the customize report button and on the header/footer tab change the name
7. How do you change the report basis, accrual vs. cash for just one report?
Click the customize report button and on the display tab choose accrual or cash
8. How do you move list entries to a different location on the list?
click on the diamond to the left of the name and then drag the name up or down the list
9. How do you use a different forms template when creating a new transaction?
Open the form, click the templates drop down list and select the appropriate form
10. How would you track customer birth in quickbooks?
add a custom field to the customer list
, 11. Name the sections of the balance sheet
assets, liabilities, equity
How do you access the product information window?
Press the F2 key
12. Suppose you always want all reports to show a specific size and color. How do you set standard
preference in quickbooks so you don't have to customize each report?
Click the edit menu and select preferences then click the reports and graphs group to set preferences
13. Suppose you want to restrict which users can access customer credit card numbers. How do you
do this?
Give the user access to sales and accounts but don't check the checking and credit card
14. What is the primary reason for setting a closing date in Quickbooks?
to restrict users from deleting, editing, or adding transactions to last year
15. What is the purpose of backing up in quickbooks?
to protect against data loss from file corruption or a hard file crash
16. What is the reason for not being able to delete a list entry?
The entry has been used in a transaction
17. What should you do after you click save & close on a customer credit memo?
Choose between retained as an available credit, give a refund or apply to an invoice
18. What tool do you use to move your logo to a form?
layout designer
19. What transaction in quickbooks should you use if your customer pays you when you provide the
goods or services?
Sales receipt
20. When a transaction is changed, what information does the Audit Trail report provide?
who changed the transaction, and the date/time the transaction was changed
