QBO ProAdvisor Test Questions Answered Correctly Latest Update 2025
A new client has asked you to review their QuickBooks Online company, which was set up by their
previous bookkeeper.You start by looking at the Client Overview screen. If QuickBooks Online was set up
correctly, what figure should you expect to see in the Opening balance equity account balance? -
Answers A balance of zero
For clients with a QuickBooks Online Plus account, what's the maximum number of billable users? -
Answers 5 users & 2 accountants
With our ProAdvisor Preferred Pricing, what percentage discount off the list price of a QuickBooks
Online subscription can you offer your clients? - Answers 30%
Dianne runs a small bookkeeping practice. She has specifically decided to target service-based
solopreneurs and freelancers with no current need to track accounts receivable, accounts payable, or
payroll. - Answers Self-Employed
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend? - Answers Plus
(Inventory is the key here)
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you are preparing the log for auto expense deduction.
Which 3 of these things should you check for auto expense deductions at year end? - Answers
Calculated mileage, any vehicle changes, that all trips have been reviewed
You need your client to send you a copy of a paper receipt so that you can match it to a gas expense in
their QuickBooks Online.
You create a client request and add a screenshot of the expense entry in QuickBooks Online to help your
client identify which receipt they're looking for.
Which are 2 places where your client can see this request? - Answers Via email, unless you unchecked
Notify client. In My Accountant in their QBO company
You want to add an app to your firm's books in QuickBooks Online Accountant. Which 2 levels of
account user can add apps? - Answers Full access team user & Firm Primary Admin
, While preparing your client's books for year end, you find some transactions that may not have been
appropriately recorded. In which 2 of these cases could you use the Reclassify transactions tool? -
Answers To change the expense account for billable expenses, but not the income account for the
related income transactions & To change the class and/or location for invoices, sales receipts, checks, or
bills with items (products or services) on them
When can you use the Reclassify transactions tool? Select all that apply. - Answers To correct an
insurance payment that has been miscategorized as an interest payment & To reclassify a non-item
transaction incorrectly posting to uncategorized income
Which 2 of these statements about setting up and editing a chart of accounts are correct? - Answers
Account names can be edited & deactivated accounts can be reactivated
Which of the following options are true regarding editing a chart of accounts? Select all that apply. -
Answers Merging accounts isn't possible for all account types & Transactions posted to merged accounts
are also merged
Which 3 of these steps should you complete before you close a client's books? - Answers Reconcile all
bank and credit card accounts, Substantiate all balance sheet accounts, Review the profit and loss
accounts
What would be the reason for not seeing the Exceptions to Closing Date report in the Reports Center? -
Answers You have not set a closing date
Which tab in QuickBooks Online Banking shows the bank data that has not yet been accepted into
QuickBooks Online? - Answers For review
What is the next step in the receipt addition process once your client has captured a receipt for a new
expense and uploaded it from their computer? - Answers Go to the For Review tab in Receipts
Your client has noticed a duplicate transaction in the bank feed. What advice would you give them? -
Answers You need to exclude the transaction if it's a duplicate because it'll cause the bank balance and
reports to be incorrect
Your client wants to add an additional tag to transactions on an invoice. However, the tag isn't on their
existing list of tags. Which 2 of the following are ways to create a new tag? - Answers On the invoice,
start entering the tag name in the Tags field, then select+ Add from the pop-up & Select the Manage
tags link on the invoice, followed by Create tag. Then enter the tag name
Which of the options are true of tags and tag groups in QuickBooks Online? Select all that apply. -
Answers Up to 40 tag groups can be created with a QuickBooks Online Simple Start, Essentials, or Plus
subscription
Unlimited groups can be created with a QuickBooks Online Advanced subscription
A new client has asked you to review their QuickBooks Online company, which was set up by their
previous bookkeeper.You start by looking at the Client Overview screen. If QuickBooks Online was set up
correctly, what figure should you expect to see in the Opening balance equity account balance? -
Answers A balance of zero
For clients with a QuickBooks Online Plus account, what's the maximum number of billable users? -
Answers 5 users & 2 accountants
With our ProAdvisor Preferred Pricing, what percentage discount off the list price of a QuickBooks
Online subscription can you offer your clients? - Answers 30%
Dianne runs a small bookkeeping practice. She has specifically decided to target service-based
solopreneurs and freelancers with no current need to track accounts receivable, accounts payable, or
payroll. - Answers Self-Employed
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend? - Answers Plus
(Inventory is the key here)
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you are preparing the log for auto expense deduction.
Which 3 of these things should you check for auto expense deductions at year end? - Answers
Calculated mileage, any vehicle changes, that all trips have been reviewed
You need your client to send you a copy of a paper receipt so that you can match it to a gas expense in
their QuickBooks Online.
You create a client request and add a screenshot of the expense entry in QuickBooks Online to help your
client identify which receipt they're looking for.
Which are 2 places where your client can see this request? - Answers Via email, unless you unchecked
Notify client. In My Accountant in their QBO company
You want to add an app to your firm's books in QuickBooks Online Accountant. Which 2 levels of
account user can add apps? - Answers Full access team user & Firm Primary Admin
, While preparing your client's books for year end, you find some transactions that may not have been
appropriately recorded. In which 2 of these cases could you use the Reclassify transactions tool? -
Answers To change the expense account for billable expenses, but not the income account for the
related income transactions & To change the class and/or location for invoices, sales receipts, checks, or
bills with items (products or services) on them
When can you use the Reclassify transactions tool? Select all that apply. - Answers To correct an
insurance payment that has been miscategorized as an interest payment & To reclassify a non-item
transaction incorrectly posting to uncategorized income
Which 2 of these statements about setting up and editing a chart of accounts are correct? - Answers
Account names can be edited & deactivated accounts can be reactivated
Which of the following options are true regarding editing a chart of accounts? Select all that apply. -
Answers Merging accounts isn't possible for all account types & Transactions posted to merged accounts
are also merged
Which 3 of these steps should you complete before you close a client's books? - Answers Reconcile all
bank and credit card accounts, Substantiate all balance sheet accounts, Review the profit and loss
accounts
What would be the reason for not seeing the Exceptions to Closing Date report in the Reports Center? -
Answers You have not set a closing date
Which tab in QuickBooks Online Banking shows the bank data that has not yet been accepted into
QuickBooks Online? - Answers For review
What is the next step in the receipt addition process once your client has captured a receipt for a new
expense and uploaded it from their computer? - Answers Go to the For Review tab in Receipts
Your client has noticed a duplicate transaction in the bank feed. What advice would you give them? -
Answers You need to exclude the transaction if it's a duplicate because it'll cause the bank balance and
reports to be incorrect
Your client wants to add an additional tag to transactions on an invoice. However, the tag isn't on their
existing list of tags. Which 2 of the following are ways to create a new tag? - Answers On the invoice,
start entering the tag name in the Tags field, then select+ Add from the pop-up & Select the Manage
tags link on the invoice, followed by Create tag. Then enter the tag name
Which of the options are true of tags and tag groups in QuickBooks Online? Select all that apply. -
Answers Up to 40 tag groups can be created with a QuickBooks Online Simple Start, Essentials, or Plus
subscription
Unlimited groups can be created with a QuickBooks Online Advanced subscription
