QuickBooks Online Certification Exam Questions and
Answers 2026
Original 2026 practice questions aligned to publicly available QuickBooks Online certification domains. These are study questions, not leaked or
verbatim certification-exam questions.
Sales / Reconciliatio
→ Banking → → Reports
Money In n
1. [QuickBooks Online Administration] A small business owner is reviewing QuickBooks Online. Which
setting controls whether users can see account numbers in the Chart of Accounts?
■ ✓ Account numbers
• Sales tax center
• Recurring transactions
• Audit log
Correct answer: Account numbers
Study focus: Review the current Intuit certification objectives and practice these workflows inside a sample company.
2. [QuickBooks Online Administration] During month-end bookkeeping, a user is working in
QuickBooks Online. What is the primary purpose of the Chart of Accounts?
■ ✓ To organize accounts used to classify financial activity
• To store customer passwords
• To schedule employee shifts
• To design invoices
Correct answer: To organize accounts used to classify financial activity
3. [QuickBooks Online Administration] A bookkeeper is completing a routine task for a client. Which
user should normally have the broadest access to a company file?
■ ✓ Primary/admin user
• Customer
• Vendor
• Time-only user
Correct answer: Primary/admin user
4. [QuickBooks Online Administration] An accountant is reviewing a client's QuickBooks Online
company. What is the best reason to use QuickBooks Online Accountant when working with client
companies?
■ ✓ It provides accountant-focused tools and a centralized client workflow
, • It removes the need for reconciliation
• It prevents clients from entering transactions
• It converts every account to desktop QuickBooks
Correct answer: It provides accountant-focused tools and a centralized client workflow
5. [Sales and Money In] A business owner wants accurate records before reviewing reports. Which
transaction normally records a customer's obligation before payment is received?
■ ✓ Invoice
• Bill
• Expense
• Vendor credit
Correct answer: Invoice
6. [Sales and Money In] A small business owner is reviewing QuickBooks Online. A customer pays an
outstanding invoice. Which action best records the payment against the receivable?
■ ✓ Receive payment
• Enter bill
• Create vendor credit
• Write check
Correct answer: Receive payment
7. [Sales and Money In] During month-end bookkeeping, a user is working in QuickBooks Online. What is
the main purpose of a sales receipt?
■ ✓ To record a sale paid at the time of sale
• To record money owed to a vendor
• To reconcile a bank account
• To create a purchase order
Correct answer: To record a sale paid at the time of sale
8. [Sales and Money In] A bookkeeper is completing a routine task for a client. Which report is especially
useful for reviewing amounts customers still owe?
■ ✓ Accounts Receivable Aging
• Accounts Payable Aging
• Profit and Loss
• Trial Balance
Correct answer: Accounts Receivable Aging
,9. [Vendors and Money Out] An accountant is reviewing a client's QuickBooks Online company. Which
transaction is normally used when a vendor has billed the business and payment will occur later?
■ ✓ Bill
• Sales receipt
• Invoice
• Estimate
Correct answer: Bill
10. [Vendors and Money Out] A business owner wants accurate records before reviewing reports. What
is the usual workflow for tracking accounts payable?
■ ✓ Enter bills, then pay bills
• Create invoices, then receive payments
• Create estimates, then convert them to sales receipts
• Reconcile first, then enter every bill
Correct answer: Enter bills, then pay bills
11. [Vendors and Money Out] A small business owner is reviewing QuickBooks Online. A vendor gives a
credit for returned merchandise. Which feature is designed to record the vendor credit?
■ ✓ Vendor credit
• Credit memo
• Delayed charge
• Refund receipt
Correct answer: Vendor credit
12. [Vendors and Money Out] During month-end bookkeeping, a user is working in QuickBooks Online.
Which report helps identify unpaid vendor obligations by age?
■ ✓ Accounts Payable Aging
• Accounts Receivable Aging
• Sales by Customer
• Profit and Loss
Correct answer: Accounts Payable Aging
13. [Banking, Rules and Receipts] A bookkeeper is completing a routine task for a client. What is the
purpose of bank-feed matching?
■ ✓ To connect an imported bank transaction with an existing QuickBooks transaction
• To create a new company
• To close a fiscal year
, • To change a customer's credit limit
Correct answer: To connect an imported bank transaction with an existing QuickBooks transaction
14. [Banking, Rules and Receipts] An accountant is reviewing a client's QuickBooks Online company.
When a downloaded bank transaction has no existing match, what can you generally do?
■ ✓ Add it as a new transaction or otherwise categorize it appropriately
• Delete the bank account
• Change the company name
• Convert the bank feed to payroll
Correct answer: Add it as a new transaction or otherwise categorize it appropriately
15. [Banking, Rules and Receipts] A business owner wants accurate records before reviewing reports.
What is a bank rule primarily intended to do?
■ ✓ Automate categorization or treatment of recurring bank transactions
• Prepare a tax return automatically
• Create employee passwords
• Change the company's legal entity
Correct answer: Automate categorization or treatment of recurring bank transactions
16. [Banking, Rules and Receipts] A small business owner is reviewing QuickBooks Online. Why should
a user review downloaded transactions before adding them?
■ ✓ To verify the payee, category, amount and other details are correct
• Because bank feeds cannot contain valid transactions
• To prevent invoices from being created
• Because reconciliation is impossible otherwise
Correct answer: To verify the payee, category, amount and other details are correct
17. [Reports and Views] During month-end bookkeeping, a user is working in QuickBooks Online. Which
report summarizes income and expenses over a selected period?
■ ✓ Profit and Loss
• Balance Sheet
• Accounts Receivable Aging
• Transaction List by Vendor
Correct answer: Profit and Loss
18. [Reports and Views] A bookkeeper is completing a routine task for a client. Which report presents
assets, liabilities and equity at a point in time?
■ ✓ Balance Sheet
Answers 2026
Original 2026 practice questions aligned to publicly available QuickBooks Online certification domains. These are study questions, not leaked or
verbatim certification-exam questions.
Sales / Reconciliatio
→ Banking → → Reports
Money In n
1. [QuickBooks Online Administration] A small business owner is reviewing QuickBooks Online. Which
setting controls whether users can see account numbers in the Chart of Accounts?
■ ✓ Account numbers
• Sales tax center
• Recurring transactions
• Audit log
Correct answer: Account numbers
Study focus: Review the current Intuit certification objectives and practice these workflows inside a sample company.
2. [QuickBooks Online Administration] During month-end bookkeeping, a user is working in
QuickBooks Online. What is the primary purpose of the Chart of Accounts?
■ ✓ To organize accounts used to classify financial activity
• To store customer passwords
• To schedule employee shifts
• To design invoices
Correct answer: To organize accounts used to classify financial activity
3. [QuickBooks Online Administration] A bookkeeper is completing a routine task for a client. Which
user should normally have the broadest access to a company file?
■ ✓ Primary/admin user
• Customer
• Vendor
• Time-only user
Correct answer: Primary/admin user
4. [QuickBooks Online Administration] An accountant is reviewing a client's QuickBooks Online
company. What is the best reason to use QuickBooks Online Accountant when working with client
companies?
■ ✓ It provides accountant-focused tools and a centralized client workflow
, • It removes the need for reconciliation
• It prevents clients from entering transactions
• It converts every account to desktop QuickBooks
Correct answer: It provides accountant-focused tools and a centralized client workflow
5. [Sales and Money In] A business owner wants accurate records before reviewing reports. Which
transaction normally records a customer's obligation before payment is received?
■ ✓ Invoice
• Bill
• Expense
• Vendor credit
Correct answer: Invoice
6. [Sales and Money In] A small business owner is reviewing QuickBooks Online. A customer pays an
outstanding invoice. Which action best records the payment against the receivable?
■ ✓ Receive payment
• Enter bill
• Create vendor credit
• Write check
Correct answer: Receive payment
7. [Sales and Money In] During month-end bookkeeping, a user is working in QuickBooks Online. What is
the main purpose of a sales receipt?
■ ✓ To record a sale paid at the time of sale
• To record money owed to a vendor
• To reconcile a bank account
• To create a purchase order
Correct answer: To record a sale paid at the time of sale
8. [Sales and Money In] A bookkeeper is completing a routine task for a client. Which report is especially
useful for reviewing amounts customers still owe?
■ ✓ Accounts Receivable Aging
• Accounts Payable Aging
• Profit and Loss
• Trial Balance
Correct answer: Accounts Receivable Aging
,9. [Vendors and Money Out] An accountant is reviewing a client's QuickBooks Online company. Which
transaction is normally used when a vendor has billed the business and payment will occur later?
■ ✓ Bill
• Sales receipt
• Invoice
• Estimate
Correct answer: Bill
10. [Vendors and Money Out] A business owner wants accurate records before reviewing reports. What
is the usual workflow for tracking accounts payable?
■ ✓ Enter bills, then pay bills
• Create invoices, then receive payments
• Create estimates, then convert them to sales receipts
• Reconcile first, then enter every bill
Correct answer: Enter bills, then pay bills
11. [Vendors and Money Out] A small business owner is reviewing QuickBooks Online. A vendor gives a
credit for returned merchandise. Which feature is designed to record the vendor credit?
■ ✓ Vendor credit
• Credit memo
• Delayed charge
• Refund receipt
Correct answer: Vendor credit
12. [Vendors and Money Out] During month-end bookkeeping, a user is working in QuickBooks Online.
Which report helps identify unpaid vendor obligations by age?
■ ✓ Accounts Payable Aging
• Accounts Receivable Aging
• Sales by Customer
• Profit and Loss
Correct answer: Accounts Payable Aging
13. [Banking, Rules and Receipts] A bookkeeper is completing a routine task for a client. What is the
purpose of bank-feed matching?
■ ✓ To connect an imported bank transaction with an existing QuickBooks transaction
• To create a new company
• To close a fiscal year
, • To change a customer's credit limit
Correct answer: To connect an imported bank transaction with an existing QuickBooks transaction
14. [Banking, Rules and Receipts] An accountant is reviewing a client's QuickBooks Online company.
When a downloaded bank transaction has no existing match, what can you generally do?
■ ✓ Add it as a new transaction or otherwise categorize it appropriately
• Delete the bank account
• Change the company name
• Convert the bank feed to payroll
Correct answer: Add it as a new transaction or otherwise categorize it appropriately
15. [Banking, Rules and Receipts] A business owner wants accurate records before reviewing reports.
What is a bank rule primarily intended to do?
■ ✓ Automate categorization or treatment of recurring bank transactions
• Prepare a tax return automatically
• Create employee passwords
• Change the company's legal entity
Correct answer: Automate categorization or treatment of recurring bank transactions
16. [Banking, Rules and Receipts] A small business owner is reviewing QuickBooks Online. Why should
a user review downloaded transactions before adding them?
■ ✓ To verify the payee, category, amount and other details are correct
• Because bank feeds cannot contain valid transactions
• To prevent invoices from being created
• Because reconciliation is impossible otherwise
Correct answer: To verify the payee, category, amount and other details are correct
17. [Reports and Views] During month-end bookkeeping, a user is working in QuickBooks Online. Which
report summarizes income and expenses over a selected period?
■ ✓ Profit and Loss
• Balance Sheet
• Accounts Receivable Aging
• Transaction List by Vendor
Correct answer: Profit and Loss
18. [Reports and Views] A bookkeeper is completing a routine task for a client. Which report presents
assets, liabilities and equity at a point in time?
■ ✓ Balance Sheet
