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QUICKBOOKS PROADVISOR
CERTIFICATION QUESTIONS AND
ANSWERS 2025
Diana Doolittle wants to quickly check what apps a client is
connected to and opens the clients QuickBooks online
company from her client dashboard. Where can she see which
apps are connected to the clients account from within the
clients QuickBooks online company? - correct answer-
Overview> Company set up
Where can you enable account numbers for an existing chart of
accounts in QuickBooks online? - correct answer- The
Advanced tab in Account and Settings
What are the two billing options you can choose from when
setting up a QuickBooks online subscription from QuickBooks
online accountant for which your client is responsible for paying
- correct answer- Proadvisor discount/direct discount
You've signed up a new client who has been using QuickBooks
online. Which four sections of the overview screen can help you
perform a high-level review of their books? - correct answer-
Banking activity/common issues/transaction volume/company
set up
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Which statement is true when importing list into QuickBooks
online? - correct answer- When importing lists, you can choose
to overwrite products and services with identical names
When importing customers for the first time, which of these files
can you use to import your customer list? - correct answer-
Excel
Which four list types can be directly imported into QuickBooks
online from Excel? - correct answer- Products and
services/vendors/customers/chart of accounts
Which three of these areas does the new client checklist to
focus on to help gather the information needed to select the
right QuickBooks online subscription for a client? - correct
answer- Client profile/QuickBooks features and solutions/needs
assessment
Which section in the new client checklist helps you understand
your clients needs to determine the features and solutions
required? - correct answer- Client needs assessment
QUICKBOOKS PROADVISOR
CERTIFICATION QUESTIONS AND
ANSWERS 2025
Diana Doolittle wants to quickly check what apps a client is
connected to and opens the clients QuickBooks online
company from her client dashboard. Where can she see which
apps are connected to the clients account from within the
clients QuickBooks online company? - correct answer-
Overview> Company set up
Where can you enable account numbers for an existing chart of
accounts in QuickBooks online? - correct answer- The
Advanced tab in Account and Settings
What are the two billing options you can choose from when
setting up a QuickBooks online subscription from QuickBooks
online accountant for which your client is responsible for paying
- correct answer- Proadvisor discount/direct discount
You've signed up a new client who has been using QuickBooks
online. Which four sections of the overview screen can help you
perform a high-level review of their books? - correct answer-
Banking activity/common issues/transaction volume/company
set up
, 2 | Page
Which statement is true when importing list into QuickBooks
online? - correct answer- When importing lists, you can choose
to overwrite products and services with identical names
When importing customers for the first time, which of these files
can you use to import your customer list? - correct answer-
Excel
Which four list types can be directly imported into QuickBooks
online from Excel? - correct answer- Products and
services/vendors/customers/chart of accounts
Which three of these areas does the new client checklist to
focus on to help gather the information needed to select the
right QuickBooks online subscription for a client? - correct
answer- Client profile/QuickBooks features and solutions/needs
assessment
Which section in the new client checklist helps you understand
your clients needs to determine the features and solutions
required? - correct answer- Client needs assessment
