QBO Certification Exam

Samantha is working through the Client Needs Assessment process. Which 4 areas should she focus on to gather information for her client? (Select all that apply) Who is the client Why did the client start their business What services does the client need How will the client work be completed Which team member will do the work When does the client need their work completed - Answer- Who is the client When does the client need their work completed What services does the client need How will the client work be completed You have just engaged a new client who has been in business for over a year and using Excel to track her monthly business activity. Which 2 actions can help this client quickly transfer her data into her new QuickBooks Online company?(Select all that apply) Use Upload from file tool in the Banking Center to upload banking activity Select Transfer under the + New menu Select Migrate Data in the Account and Settings menu Import her data from Excel lists using the Import Data tool - Answer- Import her data from Excel lists using the Import Data tool Use Upload from file tool in the Banking Center to upload banking activity Liz just completed a Client Needs Assessment and her client confirmed that he will require profitability tracking, and need to create budgets and purchase orders in his accounting solution. What is the minimum QuickBooks Online version suitable for Liz's client? QuickBooks Self-Employed QuickBooks Online Simple Start QuickBooks Online Essentials QuickBooks Online Plus QuickBooks Online Advanced - Answer- QuickBooks Online Plus Which subscription options, if any, include bank feeds, access from any device at any time, and integration with a wide range of apps? Only QuickBooks Online Plus Only QuickBooks Self-Employed Only QuickBooks Self-Employed and QuickBooks Online Essentials QuickBooks Online Simple Start, Essentials, Plus, and Advanced None of them - Answer- QuickBooks Online Simple Start, Essentials, Plus, and Advanced