QuickBooks Online Certification Exam
Questions and Answers Studyguide
2025/2026
,Introduction:
This document provides a complete set of practice questions and
answers for the QuickBooks Online Certification Exam 2025–2026.
It covers key topics such as company setup, chart of accounts, sales
tax, banking, payroll, reporting, and the Accountant Toolbox. The
material includes both multiple-choice and scenario-based
questions with correct answers, making it a comprehensive study
guide for certification preparation.
Exam Questions and Answers:
Q. 1. What are the 3 primary ways to get information into
quickbooks Online?
1. Use Import Data Tool
2. Use Export Data Tool
3. Use data manually into the quickbooks Online forms and check
registers
4. Use the Attachments Tool
--- correct answer ---
The 3 primary ways to get information into quickbooks Online are
,1. Use the Import Data Tool
2. Place the data in the formats of quickbooks Online, and check
register
3. Use Export Data Tool
Q. 2. As part of understanding your client’s needs, you should find
out what their sales tax requirements are for their business and
locality.
What information is needed to set sales tax up for a client in
quickbooks Online who only does business in their home state?
Select the 4 options you think apply.
--- correct answer ---
1. Their company address?
2. When did their current tax period start?
3. How often they have to file a tax return?
4. When did they start collecting sales tax for the agency?
Q. 3. Your client doesn’t want to pay a monthly fee for their
quickbooks Payments merchant account. What other option is
available to them, and wherein quickbooks Online can they sign up
for quickbooks Payments?
--- correct answer ---
, We also have another plan in which the customer pays the charge of
the transaction; in the billing and subscription tab of accounts and
settings.
Q. 4. A great feature of quickbooks Online is that there are other
lists you can utilize to make it easier to fill in forms. Where would
you go to find these lists?
--- correct answer ---
Go to the Gear icon and select All Lists
Q. 5. Look at the following 2 statements:
Statement 1 – “quickbooks Online is the do-it-for-me option; a
complete payroll service with a team of US-based payroll experts to
take care of payroll for your client.”
Statement 2 – “You can also link up with quickbooks to simplify
workflow and save yourself a significant amount of time. You’ll
benefit from a seamless, end-to-end experience that translates a
client’s quickbooks Online books into a tax return.”
Questions and Answers Studyguide
2025/2026
,Introduction:
This document provides a complete set of practice questions and
answers for the QuickBooks Online Certification Exam 2025–2026.
It covers key topics such as company setup, chart of accounts, sales
tax, banking, payroll, reporting, and the Accountant Toolbox. The
material includes both multiple-choice and scenario-based
questions with correct answers, making it a comprehensive study
guide for certification preparation.
Exam Questions and Answers:
Q. 1. What are the 3 primary ways to get information into
quickbooks Online?
1. Use Import Data Tool
2. Use Export Data Tool
3. Use data manually into the quickbooks Online forms and check
registers
4. Use the Attachments Tool
--- correct answer ---
The 3 primary ways to get information into quickbooks Online are
,1. Use the Import Data Tool
2. Place the data in the formats of quickbooks Online, and check
register
3. Use Export Data Tool
Q. 2. As part of understanding your client’s needs, you should find
out what their sales tax requirements are for their business and
locality.
What information is needed to set sales tax up for a client in
quickbooks Online who only does business in their home state?
Select the 4 options you think apply.
--- correct answer ---
1. Their company address?
2. When did their current tax period start?
3. How often they have to file a tax return?
4. When did they start collecting sales tax for the agency?
Q. 3. Your client doesn’t want to pay a monthly fee for their
quickbooks Payments merchant account. What other option is
available to them, and wherein quickbooks Online can they sign up
for quickbooks Payments?
--- correct answer ---
, We also have another plan in which the customer pays the charge of
the transaction; in the billing and subscription tab of accounts and
settings.
Q. 4. A great feature of quickbooks Online is that there are other
lists you can utilize to make it easier to fill in forms. Where would
you go to find these lists?
--- correct answer ---
Go to the Gear icon and select All Lists
Q. 5. Look at the following 2 statements:
Statement 1 – “quickbooks Online is the do-it-for-me option; a
complete payroll service with a team of US-based payroll experts to
take care of payroll for your client.”
Statement 2 – “You can also link up with quickbooks to simplify
workflow and save yourself a significant amount of time. You’ll
benefit from a seamless, end-to-end experience that translates a
client’s quickbooks Online books into a tax return.”
