QuickBooks Online Test (2026 Updated) – Practice Questions, Answers &
Certification Study Guide
You need to set up a new user so they can see reports but can do nothing else in QuickBooks.
Put the steps for setting up a user who can only see reports in the correct order. - correct
answer ✔✔Click the Company menu and choose Manage Users. In the Manage Users screen,
click new. For User Type, choose Reports Only and click Next. Click Reports Tab. Enter the user's
email address and click Next.
Which of the following statements is true regarding vendor credit memos? - correct answer
✔✔Vendor credit memos are sent to you when your account is overdue
What is one reason to not use a blank deposit or journal entry screen to record sales? - correct
answer ✔✔if you record sales through the bank deposit or journal entry screen, the sale will
not appear on sales reports
Your employer asked you to track the service person assigned to each sale. She wants to see
thier name on the invoice. How can you track the sales person on the sales forms? - correct
answer ✔✔Navigate to company settings, and in the Sales category of settings, create a custom
field for sales reps.
If you have a customized report that you use each month, what feature lets you run the report
with updated data each month? - correct answer ✔✔automate report
Because Quickbooks Online is in the cloud, you don't need to manually back it up. - correct
answer ✔✔false
Your boss wants to know if there are any overdue bills. what report would you run to give him
this information? - correct answer ✔✔Bills by Due Date report
, you've just been hired as a bookkeeper, and the companys quickbooks is a mess. there are many
list entries that are duplicates. you decide to merge list entries to clean up the lists. which of the
following statements is true about merging? - correct answer ✔✔You can only merge names
from the same type.
what is the purpose of the "gear" icon? - correct answer ✔✔Accesses settings, lists, and tools
your company has 2 departments: landscaping and a greenhouse. youd like to see how your
business is doing overall and how each department is doing individually. this means you need to
tag each transaction as either landscaping, greenhosue, or split to both. what is the best way to
set this up in quickbooks? - correct answer ✔✔Create one Product/Service item for the
greenhouse and then another for landscaping.
which of the following statements is true regarding Undeposited Funds in Quickbooks? - correct
answer ✔✔Undeposited Funds is an account used to record payments before you make a
deposit.
which three statements are true about setting up a product or service i quickbooks online?
(choose three) - correct answer ✔✔You can use one product/service to represent different
services or goods. To create an invoice, you can use either a product or a service.
Products/Services allow you to track your sales in more detail without cluttering your Chart of
Accounts or Profit & Loss.
which is not a quickbooks online user type? - correct answer ✔✔time tracking
your company hired a trainer to teach a two-day course o microsoft excel to your staff. you paid
this instructor using an electronic fund transfer (eft). how do you record an eft transaction in
quickbooks online? - correct answer ✔✔Click the Global Create button "green plus sign" and
select Expense. Fill out the expense and create/select EFT as the payment method. Save the
transaction.
Certification Study Guide
You need to set up a new user so they can see reports but can do nothing else in QuickBooks.
Put the steps for setting up a user who can only see reports in the correct order. - correct
answer ✔✔Click the Company menu and choose Manage Users. In the Manage Users screen,
click new. For User Type, choose Reports Only and click Next. Click Reports Tab. Enter the user's
email address and click Next.
Which of the following statements is true regarding vendor credit memos? - correct answer
✔✔Vendor credit memos are sent to you when your account is overdue
What is one reason to not use a blank deposit or journal entry screen to record sales? - correct
answer ✔✔if you record sales through the bank deposit or journal entry screen, the sale will
not appear on sales reports
Your employer asked you to track the service person assigned to each sale. She wants to see
thier name on the invoice. How can you track the sales person on the sales forms? - correct
answer ✔✔Navigate to company settings, and in the Sales category of settings, create a custom
field for sales reps.
If you have a customized report that you use each month, what feature lets you run the report
with updated data each month? - correct answer ✔✔automate report
Because Quickbooks Online is in the cloud, you don't need to manually back it up. - correct
answer ✔✔false
Your boss wants to know if there are any overdue bills. what report would you run to give him
this information? - correct answer ✔✔Bills by Due Date report
, you've just been hired as a bookkeeper, and the companys quickbooks is a mess. there are many
list entries that are duplicates. you decide to merge list entries to clean up the lists. which of the
following statements is true about merging? - correct answer ✔✔You can only merge names
from the same type.
what is the purpose of the "gear" icon? - correct answer ✔✔Accesses settings, lists, and tools
your company has 2 departments: landscaping and a greenhouse. youd like to see how your
business is doing overall and how each department is doing individually. this means you need to
tag each transaction as either landscaping, greenhosue, or split to both. what is the best way to
set this up in quickbooks? - correct answer ✔✔Create one Product/Service item for the
greenhouse and then another for landscaping.
which of the following statements is true regarding Undeposited Funds in Quickbooks? - correct
answer ✔✔Undeposited Funds is an account used to record payments before you make a
deposit.
which three statements are true about setting up a product or service i quickbooks online?
(choose three) - correct answer ✔✔You can use one product/service to represent different
services or goods. To create an invoice, you can use either a product or a service.
Products/Services allow you to track your sales in more detail without cluttering your Chart of
Accounts or Profit & Loss.
which is not a quickbooks online user type? - correct answer ✔✔time tracking
your company hired a trainer to teach a two-day course o microsoft excel to your staff. you paid
this instructor using an electronic fund transfer (eft). how do you record an eft transaction in
quickbooks online? - correct answer ✔✔Click the Global Create button "green plus sign" and
select Expense. Fill out the expense and create/select EFT as the payment method. Save the
transaction.
