n n n n n
Question 11 n
Thomasnwouldnlikenhisncustomersnto nseenthenfullninvoicendetailsnfromnwithinnthenemailnitselfn
andnhavenanPDF nattached.
Where should he navigate to make this change?
n n n n n n n
•
• Gear n>nCustomnformnstyles
•
• Salesn>nOpenninvoicen>nSendnPDFnslider
•
• Gear n>nAccountnandnSettingsn>nCustomnformnstyles
•
• Gear n>nAccountnandnSettingsn>nSales
Question 4 n
Yournclientnsellsnantaxablenitemnandnshipsnitnto nancustomer nthatnisnoutnofnstate.nTherenisnnonsal
esntaxnagencynsetnupnfornthatnstate.
What sales tax rate will QuickBooks Online apply?
n n n n n n n
•
• Anspecialncategorynratenwillnbenusednasnthenseller’snrate
•
• No nsalesntaxnwillnbenapplied
•
• Thencustomer’snratenbasednonnlocation
•
• Thenseller’snstandardnrate
PreviousNextBacknto nreviewnanswers
Question 6 n
If a customer wishes to set up Autopay what 2 actions are required?
n n n n n n n n n n n n
,QuickBooks Online Proadvisor Certification Answers 2022/2023
n n n n n
•
• Checknthenboxnto nturnnonnAutopay
•
• Providenancopynofnanvoidedncheck
•
• SignnupnfornanQuickBooksnOnlinensubscription
•
• ProvidenannIRSnFormnW-9nfromnthenmerchant
•
• Signninnto norncreatenannIntuitnaccount
Question 5 n
In what 3 ways can a Payments link be delivered to a customer?
n n n n n n n n n n n n
•
• ThenclientncannissuenanQRncodenso nthencustomerncannscannandnpaynfromntheirnmobilend
evice
•
• Fromnthenclient'snmobilenphone,nanPaymentsnlinkncannbensentnasnantextnmessage
•
• AnPaymentsnlinkncannbenuploadednvianFacebook
•
• AnPaymentsnlinkncannbenuploadedninnthenclient'snQuickBooksnOnlinenunder nMynAccou
ntant
•
• ClientsncannsendnanPaymentsnlinknto nthencustomer nvianemail
•
• Thencustomer ncannaccessnfromnQuickBooksnOnlinenfromnPaynandngetnpaidn>nVendorsn
>nPaymentsnlink
Question 5 n
,QuickBooks Online Proadvisor Certification Answers 2022/2023
n n n n n
ThenQuickBooksnPaymentsnInstantnDepositsnoptionnisnangreatnwaynto nmanagencashnflownbyng
ettingnpaidnfaster.n
What percentage of the transaction value do clients pay to use this option?
n n n n n n n n n n n n
•
• 0.25%
•
• 1%
•
• 1.50%
•
• 0.50%
Question 1 n
DianenDoolittlenwantsnto nquicklynchecknwhatnappsnanclientnisnconnectednto nandnopensnthenclie
nt’snQuickBooksnOnlinencompanynfromnhernClientndashboard.
Where can she see which apps are connected to the client’s account from within t
n n n n n n n n n n n n n n
he client’s QuickBooks Online company?
n n n n
•
• Overviewn>nCompanynSetup
•
• Overviewn>nCommonnIssues
•
• Gear niconn>nAccountnandnSettingsn>nBillingnandnSubscriptions
•
• Booksnreviewn>nApps
•
• Gear niconn>nAccountnandnSettingsn>nApps
Question 2 n
, QuickBooks Online Proadvisor Certification Answers 2022/2023
n n n n n
Which 3 of these areas does the New Client Checklist tool focus on to help gather t
n n n n n n n n n n n n n n n n
he information needed to select the right QuickBooks Online subscription for a cli
n n n n n n n n n n n n
ent?
•
• ClientnProfile
•
• Creditnscorenandnabilitynto nobtainnfunding
•
• NeedsnAssessment
•
• QuickBooksnFeaturesnandnSolutions
•
• Marketingnobjectives
•
• Depreciablenassets
Question 3 n
Which 2 QuickBooks subscription levels would support a client who needs to trac
n n n n n n n n n n n n
k inventory and create purchase orders and budgets?
n n n n n n n
•
• SimplenStart
•
• Essentials
•
• Advanced
•
• Plus
•
• Self-employed
PreviousNextBacknto nreviewnanswers