QuickBooks Online Exam (2026 Updated) – Practice Questions, Study Guide &
Certification Prep
Which 3 of these areas does the Client Needs Assessment tool focus on to help gather the
information needed to select the right QuickBooks Online subscription for a client? - correct
answer ✔✔Features and solutions
Client profile
Needs assessment
Which 4 list types can be directly imported into QuickBooks Online from Excel? - correct answer
✔✔Customers
Products and services
Vendors
Chart of accounts
Brian just completed a Client Needs Assessment and his client confirmed that she will require
profitability tracking, and needs to create budgets and purchase orders in her accounting
solution.
What is the minimum QuickBooks Online version suitable for Brian's client? - correct answer
✔✔QuickBooks Online Plus
What is one difference between ProAdvisor Discount and Direct Discount pricing, apart from
who pays for the subscription? - correct answer ✔✔Duration of discount
To determine the scope of a bookkeeping clean-up engagement, you are reviewing the Client
Overview tab for a potential client. You notice that there is a large amount in the Opening
Balance Equity account.
Which 2 reasons could be causing this balance? - correct answer ✔✔A reconciliation
adjustment was posted when completing a bank reconciliation
, Transactions in the Banking Center were added without assigning an account to them
When using QuickBooks Online Accountant, Diane Doolittle opens a client's QuickBooks Online
company from her Client dashboard.
Where can she see which apps are connected to the client's account without signing out of the
account? - correct answer ✔✔Overview > Company Setup
Which menu area allows you to search for apps by the problem or business process they
address? - correct answer ✔✔Browse category
Where are 2 places you can search for apps that work with QuickBooks Online? - correct answer
✔✔Account and Settings > Apps
www.quickbooks-apps.com
How will QuickBooks notify you when subscribing to receive updates and resolutions on
QuickBooks Online outages or slowdowns? - correct answer ✔✔Email
Where can you enable account numbers for the chart of accounts? - correct answer ✔✔Gear
icon > Account and Settings > Advanced > Chart of Accounts > Enable account numbers
Which users will be able to see account numbers if they are enabled? - correct answer ✔✔All
users will see the account numbers.
Before merging two sub-accounts, what do you need to check? - correct answer ✔✔Make sure
the names are spelled the same.
What is the maximum number of characters allowed in the account number field? - correct
answer ✔✔7
Certification Prep
Which 3 of these areas does the Client Needs Assessment tool focus on to help gather the
information needed to select the right QuickBooks Online subscription for a client? - correct
answer ✔✔Features and solutions
Client profile
Needs assessment
Which 4 list types can be directly imported into QuickBooks Online from Excel? - correct answer
✔✔Customers
Products and services
Vendors
Chart of accounts
Brian just completed a Client Needs Assessment and his client confirmed that she will require
profitability tracking, and needs to create budgets and purchase orders in her accounting
solution.
What is the minimum QuickBooks Online version suitable for Brian's client? - correct answer
✔✔QuickBooks Online Plus
What is one difference between ProAdvisor Discount and Direct Discount pricing, apart from
who pays for the subscription? - correct answer ✔✔Duration of discount
To determine the scope of a bookkeeping clean-up engagement, you are reviewing the Client
Overview tab for a potential client. You notice that there is a large amount in the Opening
Balance Equity account.
Which 2 reasons could be causing this balance? - correct answer ✔✔A reconciliation
adjustment was posted when completing a bank reconciliation
, Transactions in the Banking Center were added without assigning an account to them
When using QuickBooks Online Accountant, Diane Doolittle opens a client's QuickBooks Online
company from her Client dashboard.
Where can she see which apps are connected to the client's account without signing out of the
account? - correct answer ✔✔Overview > Company Setup
Which menu area allows you to search for apps by the problem or business process they
address? - correct answer ✔✔Browse category
Where are 2 places you can search for apps that work with QuickBooks Online? - correct answer
✔✔Account and Settings > Apps
www.quickbooks-apps.com
How will QuickBooks notify you when subscribing to receive updates and resolutions on
QuickBooks Online outages or slowdowns? - correct answer ✔✔Email
Where can you enable account numbers for the chart of accounts? - correct answer ✔✔Gear
icon > Account and Settings > Advanced > Chart of Accounts > Enable account numbers
Which users will be able to see account numbers if they are enabled? - correct answer ✔✔All
users will see the account numbers.
Before merging two sub-accounts, what do you need to check? - correct answer ✔✔Make sure
the names are spelled the same.
What is the maximum number of characters allowed in the account number field? - correct
answer ✔✔7
