QUICKBOOKS ONLINE CERTIFICATION
UPDATED SCRIPT 2026 PRACTICE
SOLUTIONS GRADED A+
● How does having a good understanding of the solutions available
benefit you as a ProAdvisor. Answer: - It will help you engage with
clients already using these products
- It will help you advise clients on the best solution for their businesses
- It will help you demonstrate your industry expertise
● From QuickBooks Online Accountant, what's the quickest way of
seeing what QuickBooks plan a client has?. Answer: Answer: Hover
over the QB icon next to the client's name in the client list
● When you sign into QuickBooks Online Accountant you'll see a list of
clients.. Answer: Answer:
- You'll only see clients you've been given access to
- The Payroll tab only shows clients who have QuickBooks Payroll
subscriptions
● Account and Settings: Company Tab. Answer: Important for the client
onboarding.
-Company tab contains logo, client company name & contact details >
for reports and sales forms (invoices).
, -legal name will appear on 1099 forms, must match IRS' record. will be
needed for payroll.
-If client is nonprofit, balance sheet will be referred to as 'statement of
financial position'. P&L will be 'statement of activity'.
● Account and Settings: Advanced tab. Answer: You can set the first
month of fiscal year, and of the tax year.
-can set accounting method to cash or accrual. whatever is set is what
client will see, and defaulted to many reports including Projects.
-Company type can be also changed on the Advanced tab regarding tax
form type.
-QB can auto pre-fill content, and apply credits and bill payments. if you
don't want this, you can turn them off in automation section of Advanced
tab. you can choose to automatically create invoices for customers with
unbilled activities.
-turn on Projects if your client have QB Online plus or advanced and are
going to use projects to manage their sales.
-turn on Business Network section if clients want to be findable in the
network.
-'other preferences' section, can change formats like warn if duplicate
check number is used. warn when enter bill number that is already used
for a vendor, etc and sign me out if inactive for ---.
● Common Accounts. Answer: Example: Undeposited Funds account
shows the value of payments received but not yet deposited into the
UPDATED SCRIPT 2026 PRACTICE
SOLUTIONS GRADED A+
● How does having a good understanding of the solutions available
benefit you as a ProAdvisor. Answer: - It will help you engage with
clients already using these products
- It will help you advise clients on the best solution for their businesses
- It will help you demonstrate your industry expertise
● From QuickBooks Online Accountant, what's the quickest way of
seeing what QuickBooks plan a client has?. Answer: Answer: Hover
over the QB icon next to the client's name in the client list
● When you sign into QuickBooks Online Accountant you'll see a list of
clients.. Answer: Answer:
- You'll only see clients you've been given access to
- The Payroll tab only shows clients who have QuickBooks Payroll
subscriptions
● Account and Settings: Company Tab. Answer: Important for the client
onboarding.
-Company tab contains logo, client company name & contact details >
for reports and sales forms (invoices).
, -legal name will appear on 1099 forms, must match IRS' record. will be
needed for payroll.
-If client is nonprofit, balance sheet will be referred to as 'statement of
financial position'. P&L will be 'statement of activity'.
● Account and Settings: Advanced tab. Answer: You can set the first
month of fiscal year, and of the tax year.
-can set accounting method to cash or accrual. whatever is set is what
client will see, and defaulted to many reports including Projects.
-Company type can be also changed on the Advanced tab regarding tax
form type.
-QB can auto pre-fill content, and apply credits and bill payments. if you
don't want this, you can turn them off in automation section of Advanced
tab. you can choose to automatically create invoices for customers with
unbilled activities.
-turn on Projects if your client have QB Online plus or advanced and are
going to use projects to manage their sales.
-turn on Business Network section if clients want to be findable in the
network.
-'other preferences' section, can change formats like warn if duplicate
check number is used. warn when enter bill number that is already used
for a vendor, etc and sign me out if inactive for ---.
● Common Accounts. Answer: Example: Undeposited Funds account
shows the value of payments received but not yet deposited into the
