QuickBooks Online Recertification 2026 – Updated Renewal Exam Prep, Practice Questions &
Study Guide
Section 1 - correct answer ✔✔
Using QuickBooks Online Accountant, where can you create a note about a client within the
client company?
A. Dashboard > Tasks > Notes
B. Accountant Tools > Notes
C. Overview > Notes
D. Gear icon > Account and Settings > Notes - correct answer ✔✔B. Accountant Tools > Notes
What are 2 ways to send a message to your client when signed in as an Accountant user?
A. Accountant Tools > Notes
B. My accountant > Requests > Create client request
C. Work > Create client request
D. Accountant Tools > Prep for taxes > Message client
E. Books review > Transaction review > Select Transaction > Ask client - correct answer ✔✔C.
Work > Create client request
E. Books review > Transaction review > Select Transaction > Ask client
Why should an accountant not apply for QuickBooks Payments on behalf of their client from
within QuickBooks Online?
A. The company owner is the only person authorized to sign up for QuickBooks Payments
, B. The client has a legally contractual obligation when the QuickBooks Payments account is
activated
C. The accountant user has no access to sign up for QuickBooks Payments
D. There is a fee for the accountant user to sign up for QuickBooks Payments - correct answer
✔✔C. The accountant user has no access to sign up for QuickBooks Payments
UNSURE
To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply?
A. QuickBooks Online backup
B. QuickBooks Time
C. QuickBooks Checking
D. QuickBooks Online Payroll
E. QuickBooks Bill Pay by Melio
F. QuickBooks Online - correct answer ✔✔B. QuickBooks Time
D. QuickBooks Online Payroll
F. QuickBooks Online
Which billing option should be chosen if the client wishes to pay using their own payment
method when adding a new client subscription through QuickBooks Online Accountant?
A. Accountant discount
B. Direct discount
C. ProAdvisor discount
D. Client billing - correct answer ✔✔B. Direct discount
Study Guide
Section 1 - correct answer ✔✔
Using QuickBooks Online Accountant, where can you create a note about a client within the
client company?
A. Dashboard > Tasks > Notes
B. Accountant Tools > Notes
C. Overview > Notes
D. Gear icon > Account and Settings > Notes - correct answer ✔✔B. Accountant Tools > Notes
What are 2 ways to send a message to your client when signed in as an Accountant user?
A. Accountant Tools > Notes
B. My accountant > Requests > Create client request
C. Work > Create client request
D. Accountant Tools > Prep for taxes > Message client
E. Books review > Transaction review > Select Transaction > Ask client - correct answer ✔✔C.
Work > Create client request
E. Books review > Transaction review > Select Transaction > Ask client
Why should an accountant not apply for QuickBooks Payments on behalf of their client from
within QuickBooks Online?
A. The company owner is the only person authorized to sign up for QuickBooks Payments
, B. The client has a legally contractual obligation when the QuickBooks Payments account is
activated
C. The accountant user has no access to sign up for QuickBooks Payments
D. There is a fee for the accountant user to sign up for QuickBooks Payments - correct answer
✔✔C. The accountant user has no access to sign up for QuickBooks Payments
UNSURE
To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply?
A. QuickBooks Online backup
B. QuickBooks Time
C. QuickBooks Checking
D. QuickBooks Online Payroll
E. QuickBooks Bill Pay by Melio
F. QuickBooks Online - correct answer ✔✔B. QuickBooks Time
D. QuickBooks Online Payroll
F. QuickBooks Online
Which billing option should be chosen if the client wishes to pay using their own payment
method when adding a new client subscription through QuickBooks Online Accountant?
A. Accountant discount
B. Direct discount
C. ProAdvisor discount
D. Client billing - correct answer ✔✔B. Direct discount
