SECTION 2
Question 1
Which 3 of these can you do when you select the Pencil icon on the bank
account tile in the Banking center?
Edit user access to that account
Edit the account name
Disconnect the account
Create bank rules
Update the bank info of that account
Pause the bank feed on that account
Question 2
A client messaged you saying that there might be something wrong with the
bank feed of their checking account.
What would be the first thing to do to see if the bank feed will
refresh?
Select the Pencil icon on the Checking account tile and select
Troubleshoot
Select the Update button in the Banking center
Select the Troubleshoot button from the Advanced tab of Account and
Settings
Select the Pencil icon on the Checking account tile and select Contact
bank
, Question 3
What user type is appropriate for nonprofit companies that need to
provide reporting access to their board members?
Reports only user
Standard user
Full access user
View only user
Company admin user
Question 4
Your client sells a taxable item and ships it to a customer that is out of state.
There is no sales tax agency set up for that state.
What sales tax rate will QuickBooks Online apply?
The customer’s rate based on location
The seller’s standard rate
Question 1
Which 3 of these can you do when you select the Pencil icon on the bank
account tile in the Banking center?
Edit user access to that account
Edit the account name
Disconnect the account
Create bank rules
Update the bank info of that account
Pause the bank feed on that account
Question 2
A client messaged you saying that there might be something wrong with the
bank feed of their checking account.
What would be the first thing to do to see if the bank feed will
refresh?
Select the Pencil icon on the Checking account tile and select
Troubleshoot
Select the Update button in the Banking center
Select the Troubleshoot button from the Advanced tab of Account and
Settings
Select the Pencil icon on the Checking account tile and select Contact
bank
, Question 3
What user type is appropriate for nonprofit companies that need to
provide reporting access to their board members?
Reports only user
Standard user
Full access user
View only user
Company admin user
Question 4
Your client sells a taxable item and ships it to a customer that is out of state.
There is no sales tax agency set up for that state.
What sales tax rate will QuickBooks Online apply?
The customer’s rate based on location
The seller’s standard rate