Section 1 b
Which 3 of these areas does the Client Needs Assessment tool focus on to help gat
b b b b b b b b b b b b b b b
her the information needed to select the right QuickBooks Online subscription for a c
b b b b b b b b b b b b b
lient?
Clientbprofile
b b b b b Credi
tbscorebandbabilitybtobobtainbfundingbMark
etingbobjectives
Needsbassessment
Featuresbandbsolutionsb
Depreciablebassets
Which section in the New Client Checklist helps you understand your client's n
b b b b b b b b b b b b
eeds to determine the features and solutions required?
b b b b b b b
ClientbProfile
FeaturesbandbSolutions
ClientbNeedsbAssessment
OnboardingbChecklist
b
,Which 2 features in QuickBooks Online can help a professional services comp
b b b b b b b b b b b
any track profitability by client?
b b b b
Pricebrules
Projects
Customerbstatementsb
Recurringbtransactions
ProfitbandbLossbbybCustomerbreport
Question 2 b
Which 4 list types can be directly imported into QuickBooks Online from Excel?
b b b b b b b b b b b b
Recurringbtransactions
Customers
Productsbandbservicesb
Classes
Locations
Vendors
Chartbofbaccounts
Question 2 b
What are the 3 primary ways to migrate client data to QuickBooks Online?
b b b b b b b b b b b b
CreatebRecurringbtransactions
, ConvertbdatabfrombexistingbQuickBooksbDesktopbfile
EnterbdatabmanuallybintobthebQuickBooksbOnlinebformsbandbcheckbregistersb
UsebthebExportbDatabtool
UsebthebImportbdatabtool
Which 3 of these areas does the Client Needs Assessment tool focus on to help gat
b b b b b b b b b b b b b b b
her the information needed to select the right QuickBooks Online subscription for a c
b b b b b b b b b b b b b
lient?
ClientbprofilebMarketi
ngbobjectives
Needsbassessment
Featuresbandbsolutionsb
Depreciablebassets
Creditbscorebandbabilitybtobobtainbfunding
JanicebhasbbeenbusingbQuickBooksbDesktopbtobmanagebherbbusinessbandbisbplanningbtobsw
itchbtobQuickBooksbOnline.
What is the easiest way to migrate her data to QuickBooks Online?
b b b b b b b b b b b
Usebabthird-partybappbtobimportbherbdata
, ImportbherblistsbfrombanbExcelbspreadsheet
UsebthebconversionbtoolbtobconvertbherbexistingbQuickBooksbDesktopbdata
Manuallybenterbherbdata
Question 2 b
What are the 3 primary ways to migrate client data to QuickBooks Online?
b b b b b b b b b b b b
EnterbdatabmanuallybintobthebQuickBooksbOnlinebformsbandbcheckbregisters
UsebthebImportbdatabtool
ConvertbdatabfrombexistingbQuickBooksbDesktopbfileb
UsebthebExportbDatabtool
CreatebRecurringbtransactions
Question 3 b
BrianbjustbcompletedbabClientbNeedsbAssessmentbandbhisbclientbconfirmedbthatbshebwillbrequ
irebprofitabilitybtracking,bandbneedsbtobcreatebbudgetsbandbpurchasebordersbinbherbaccountin
gbsolution.
What is the minimum QuickBooks Online version suitable for Brian's client?
b b b b b b b b b b
QuickBooksbOnlinebEssentials
QuickBooksbOnlinebPlusbQuickB
ooksbSelf-
EmployedbQuickBooksbOnlinebSi
mplebStart
Which 3 of these areas does the Client Needs Assessment tool focus on to help gat
b b b b b b b b b b b b b b b
her the information needed to select the right QuickBooks Online subscription for a c
b b b b b b b b b b b b b
lient?
Clientbprofile
b b b b b Credi
tbscorebandbabilitybtobobtainbfundingbMark
etingbobjectives
Needsbassessment
Featuresbandbsolutionsb
Depreciablebassets
Which section in the New Client Checklist helps you understand your client's n
b b b b b b b b b b b b
eeds to determine the features and solutions required?
b b b b b b b
ClientbProfile
FeaturesbandbSolutions
ClientbNeedsbAssessment
OnboardingbChecklist
b
,Which 2 features in QuickBooks Online can help a professional services comp
b b b b b b b b b b b
any track profitability by client?
b b b b
Pricebrules
Projects
Customerbstatementsb
Recurringbtransactions
ProfitbandbLossbbybCustomerbreport
Question 2 b
Which 4 list types can be directly imported into QuickBooks Online from Excel?
b b b b b b b b b b b b
Recurringbtransactions
Customers
Productsbandbservicesb
Classes
Locations
Vendors
Chartbofbaccounts
Question 2 b
What are the 3 primary ways to migrate client data to QuickBooks Online?
b b b b b b b b b b b b
CreatebRecurringbtransactions
, ConvertbdatabfrombexistingbQuickBooksbDesktopbfile
EnterbdatabmanuallybintobthebQuickBooksbOnlinebformsbandbcheckbregistersb
UsebthebExportbDatabtool
UsebthebImportbdatabtool
Which 3 of these areas does the Client Needs Assessment tool focus on to help gat
b b b b b b b b b b b b b b b
her the information needed to select the right QuickBooks Online subscription for a c
b b b b b b b b b b b b b
lient?
ClientbprofilebMarketi
ngbobjectives
Needsbassessment
Featuresbandbsolutionsb
Depreciablebassets
Creditbscorebandbabilitybtobobtainbfunding
JanicebhasbbeenbusingbQuickBooksbDesktopbtobmanagebherbbusinessbandbisbplanningbtobsw
itchbtobQuickBooksbOnline.
What is the easiest way to migrate her data to QuickBooks Online?
b b b b b b b b b b b
Usebabthird-partybappbtobimportbherbdata
, ImportbherblistsbfrombanbExcelbspreadsheet
UsebthebconversionbtoolbtobconvertbherbexistingbQuickBooksbDesktopbdata
Manuallybenterbherbdata
Question 2 b
What are the 3 primary ways to migrate client data to QuickBooks Online?
b b b b b b b b b b b b
EnterbdatabmanuallybintobthebQuickBooksbOnlinebformsbandbcheckbregisters
UsebthebImportbdatabtool
ConvertbdatabfrombexistingbQuickBooksbDesktopbfileb
UsebthebExportbDatabtool
CreatebRecurringbtransactions
Question 3 b
BrianbjustbcompletedbabClientbNeedsbAssessmentbandbhisbclientbconfirmedbthatbshebwillbrequ
irebprofitabilitybtracking,bandbneedsbtobcreatebbudgetsbandbpurchasebordersbinbherbaccountin
gbsolution.
What is the minimum QuickBooks Online version suitable for Brian's client?
b b b b b b b b b b
QuickBooksbOnlinebEssentials
QuickBooksbOnlinebPlusbQuickB
ooksbSelf-
EmployedbQuickBooksbOnlinebSi
mplebStart
