QuickBooks online certification
Exam Study Guide – Practice
Questions with Verified
Answers. GRADED A+. Latest
2026/2027 Update
Client Needs Assessment Process - Answer ✔✔-Who, What, When, and How
Who? - Answer ✔✔-Get to know who your client is, what they stand for, what
they're aiming for and where they're coming from
What? - Answer ✔✔-Every business, large or small, has a variety of parts. You
need to find our what they are in order to best discuss QBO functionality and
benefits with them,
,When? - Answer ✔✔-How often do they run reports? What are their internal
and external deadlines? All of your clients will have compliance requirements
for their business even if they don't run payroll or collect sales tax.
How? - Answer ✔✔-How can you help? You can dive deeper using the client
checklist, follow the onboarding process, and begin to plan deliverables and
tasks with your client.
New Client Checklist - Answer ✔✔-a handy resource for getting to know your
new clients, gathering the required info to get their account set up, and
discovering what their business needs are in order to best match them to a
subscription level.
NCC: Client Profile - Answer ✔✔-the basic contact information fro your client
and their business.
NCC: Needs Assessment - Answer ✔✔-lists all the functionality your client may
need from QuickBooks Online, and encourages a better understanding of their
business so that you can best advise on the subscription level they will need.
NCC: Features and Solutions - Answer ✔✔-dives deeper into the subscription
solutions that will best suit your client. The workflows you highlight as needs or
,requirements in the Needs Assessment tab will be pulled through automatically
and displayed in column A. This enables you to see at a glance which
subscription level is likely to be best for your client's business.
NCC: Mileage - Answer ✔✔-If your client needs to track mileage, then collect
their vehicle profile information during the requirements gathering stage. You
can do this for each vehicle they need to track mileage for.
NCC: Onboarding Checklist - Answer ✔✔-Use the Onboarding Checklist to
gather any final additional requirements from your client. This will enable you
to set up the appropriate QuickBooks Online subscription quickly and
accurately.
NCC: Self-Employed Profile - Answer ✔✔-If, after your consultation, it is clear
the client requires QuickBooks Self-Employed, the QBSE Profile tab has been
designed to ensure you acquire all the additional information you need from
your client in order to set up their subscription, including whether they have a
healthcare plan or a vehicle to take into consideration.
Sales and Accounts Receivable - Answer ✔✔-relates to the transactions relevant
to their customers. In this section, you'll get a better idea of their requirements
for estimating, invoicing, price levels, and sales-tax circumstances.
, Expenses and Accounts Payable - Answer ✔✔-This part of the checklist covers
their payment preferences, outstanding loans, petty cash limits, and
reimbursable expenses, among others.
Employees and Payroll - Answer ✔✔-One of the key areas you'll need to discuss
is whether the company is run solely by the owner or whether your client has
employees (and therefore payroll requirements).
Other expense tracking needs - Answer ✔✔-Your new client may also have to
track other expenses, such as mileage on a vehicle. They may also want to keep
an eye on their income in order to estimate their future income tax bill.
Ask your client what their current method for keeping track of their taxes is. If
they are self-employed, they may not know that estimating their taxes is a
handy feature of QuickBooks Online Self-Employed.
Other daily operations needs - Answer ✔✔-Does your client hold stock as part
of the day-to-day running of their business? How do they keep track of their
inventory?
If your client has inventory, they may want to include inventory tracking. If this
is a requirement, you will be able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Industry-specific needs - Answer ✔✔-Every client and every business is
different, depending on their industry. For example, your client may need
Exam Study Guide – Practice
Questions with Verified
Answers. GRADED A+. Latest
2026/2027 Update
Client Needs Assessment Process - Answer ✔✔-Who, What, When, and How
Who? - Answer ✔✔-Get to know who your client is, what they stand for, what
they're aiming for and where they're coming from
What? - Answer ✔✔-Every business, large or small, has a variety of parts. You
need to find our what they are in order to best discuss QBO functionality and
benefits with them,
,When? - Answer ✔✔-How often do they run reports? What are their internal
and external deadlines? All of your clients will have compliance requirements
for their business even if they don't run payroll or collect sales tax.
How? - Answer ✔✔-How can you help? You can dive deeper using the client
checklist, follow the onboarding process, and begin to plan deliverables and
tasks with your client.
New Client Checklist - Answer ✔✔-a handy resource for getting to know your
new clients, gathering the required info to get their account set up, and
discovering what their business needs are in order to best match them to a
subscription level.
NCC: Client Profile - Answer ✔✔-the basic contact information fro your client
and their business.
NCC: Needs Assessment - Answer ✔✔-lists all the functionality your client may
need from QuickBooks Online, and encourages a better understanding of their
business so that you can best advise on the subscription level they will need.
NCC: Features and Solutions - Answer ✔✔-dives deeper into the subscription
solutions that will best suit your client. The workflows you highlight as needs or
,requirements in the Needs Assessment tab will be pulled through automatically
and displayed in column A. This enables you to see at a glance which
subscription level is likely to be best for your client's business.
NCC: Mileage - Answer ✔✔-If your client needs to track mileage, then collect
their vehicle profile information during the requirements gathering stage. You
can do this for each vehicle they need to track mileage for.
NCC: Onboarding Checklist - Answer ✔✔-Use the Onboarding Checklist to
gather any final additional requirements from your client. This will enable you
to set up the appropriate QuickBooks Online subscription quickly and
accurately.
NCC: Self-Employed Profile - Answer ✔✔-If, after your consultation, it is clear
the client requires QuickBooks Self-Employed, the QBSE Profile tab has been
designed to ensure you acquire all the additional information you need from
your client in order to set up their subscription, including whether they have a
healthcare plan or a vehicle to take into consideration.
Sales and Accounts Receivable - Answer ✔✔-relates to the transactions relevant
to their customers. In this section, you'll get a better idea of their requirements
for estimating, invoicing, price levels, and sales-tax circumstances.
, Expenses and Accounts Payable - Answer ✔✔-This part of the checklist covers
their payment preferences, outstanding loans, petty cash limits, and
reimbursable expenses, among others.
Employees and Payroll - Answer ✔✔-One of the key areas you'll need to discuss
is whether the company is run solely by the owner or whether your client has
employees (and therefore payroll requirements).
Other expense tracking needs - Answer ✔✔-Your new client may also have to
track other expenses, such as mileage on a vehicle. They may also want to keep
an eye on their income in order to estimate their future income tax bill.
Ask your client what their current method for keeping track of their taxes is. If
they are self-employed, they may not know that estimating their taxes is a
handy feature of QuickBooks Online Self-Employed.
Other daily operations needs - Answer ✔✔-Does your client hold stock as part
of the day-to-day running of their business? How do they keep track of their
inventory?
If your client has inventory, they may want to include inventory tracking. If this
is a requirement, you will be able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Industry-specific needs - Answer ✔✔-Every client and every business is
different, depending on their industry. For example, your client may need
