Quickbooks Online Certification Exam
2023
One of the major advantages of all subscription levels of QuickBooks Online have over the
desktop version is: - ANSWER All the data is hosted, backed up and secured by Intuit's
servers
Your client uses QuickBooks Online Simple Start. How many accountant users can your client
invite? - ANSWER 2
Your client is moving out of state and wants you to do the monthly accounting in their data
file. What would be the best reason to recommend converting to QuickBooks Online? -
ANSWER Online access to client data anytime, anywhere
How many regular (not accountant Users) can access a QuickBooks Essential subscription at
one time? - ANSWER 3
Under which settings tab do you enable inventory tracking? - ANSWER Sales
What type of user can only be added to a QuickBooks Online Plus Company? - ANSWER
Reports-only user
Which of the following cannot be imported using the import data tool in QuickBooks Online? -
ANSWER Employees
Which of the following steps are needed to track inventory? - ANSWER Sign up for
Quickbooks Online Plus: Go to Account and Settings>Sales>Products and services>Track
inventory quantity on hand
Which of the following settings is found in the Expense setting screen of the Company
Settings? - ANSWER Specify custom fields for Purchase Orders
A non-profit client wants to change the heading for her customers to Donors. Where should
she go in QuickBooks Online to change this setting? - ANSWER Gear Icon>Account
Settings>Advanced>Other preferences>Customer label
For how many consecutive days can you re-import QuickBooks Desktop data into QuickBooks
Online form the date the QuickBooks Online Company is created? - ANSWER 180
Which of the following lists can not be accessed from the Left Navigation Pane? - ANSWER
Classes
, Your client requires access to QuickBooks Online for himself, as well as his bookkeeper and his
accountant. In addition, he will need to add payroll to his subscription level. Which of the
following is the least expensive QuickBooks Online subscription he can purchase that will
satisfy these requirements? - ANSWER Simple Start
Where can you add a new Customer to your Customer List in QuickBooks Online? - ANSWER
The Customer Center > New Customer
Which of the following best describes the functionality of the top navigation bar in
QuickBooks Online? - ANSWER A place to easily access tools for entering transactions
The QuickBooks Online App provides users with a more 'desktop like' experience. What
feature does this app have that QuickBooks desktop does not? - ANSWER Ability to tile
windows across multiple monitors
Where can you find the Transfer function of QuickBooks Online? - ANSWER Quick Create
How do you get multiple screens to display over multiple display monitors when working in
the QuickBooks Online Apps? - ANSWER Windows menu > Menu items open new windows
The Sales Center is found in the _________________________ in QuickBooks Online. -
ANSWER Left Navigation Pane
Which is not a benefit of using the QuickBooks Online Apps for Mac and Windows? - ANSWER
You do not have to be connected to the internet to open your QBO Company
Choose the statement that best describes QuickBooks Online's functionality related to sales
forms and products and services: - ANSWER Charges to a customer on a sales form post to
the account mapped to the product / service item's income account field
How do you create a recurring invoice in QuickBooks Online? - ANSWER Start from existing
transaction and create a template by clicking Make Recurring
Which of the following are benefits of using the Online Invoicing Portal? - ANSWER Clients
can correspond with their customers regarding invoice details
What is the difference between an Invoice and a Sales Receipt? - ANSWER A Sales Receipt is
meant to record an immediate acceptance of payment while an Invoice represents an
expected payment in the future
What are posting transactions related to sales? - ANSWER Invoice
Receive P
ayment
2023
One of the major advantages of all subscription levels of QuickBooks Online have over the
desktop version is: - ANSWER All the data is hosted, backed up and secured by Intuit's
servers
Your client uses QuickBooks Online Simple Start. How many accountant users can your client
invite? - ANSWER 2
Your client is moving out of state and wants you to do the monthly accounting in their data
file. What would be the best reason to recommend converting to QuickBooks Online? -
ANSWER Online access to client data anytime, anywhere
How many regular (not accountant Users) can access a QuickBooks Essential subscription at
one time? - ANSWER 3
Under which settings tab do you enable inventory tracking? - ANSWER Sales
What type of user can only be added to a QuickBooks Online Plus Company? - ANSWER
Reports-only user
Which of the following cannot be imported using the import data tool in QuickBooks Online? -
ANSWER Employees
Which of the following steps are needed to track inventory? - ANSWER Sign up for
Quickbooks Online Plus: Go to Account and Settings>Sales>Products and services>Track
inventory quantity on hand
Which of the following settings is found in the Expense setting screen of the Company
Settings? - ANSWER Specify custom fields for Purchase Orders
A non-profit client wants to change the heading for her customers to Donors. Where should
she go in QuickBooks Online to change this setting? - ANSWER Gear Icon>Account
Settings>Advanced>Other preferences>Customer label
For how many consecutive days can you re-import QuickBooks Desktop data into QuickBooks
Online form the date the QuickBooks Online Company is created? - ANSWER 180
Which of the following lists can not be accessed from the Left Navigation Pane? - ANSWER
Classes
, Your client requires access to QuickBooks Online for himself, as well as his bookkeeper and his
accountant. In addition, he will need to add payroll to his subscription level. Which of the
following is the least expensive QuickBooks Online subscription he can purchase that will
satisfy these requirements? - ANSWER Simple Start
Where can you add a new Customer to your Customer List in QuickBooks Online? - ANSWER
The Customer Center > New Customer
Which of the following best describes the functionality of the top navigation bar in
QuickBooks Online? - ANSWER A place to easily access tools for entering transactions
The QuickBooks Online App provides users with a more 'desktop like' experience. What
feature does this app have that QuickBooks desktop does not? - ANSWER Ability to tile
windows across multiple monitors
Where can you find the Transfer function of QuickBooks Online? - ANSWER Quick Create
How do you get multiple screens to display over multiple display monitors when working in
the QuickBooks Online Apps? - ANSWER Windows menu > Menu items open new windows
The Sales Center is found in the _________________________ in QuickBooks Online. -
ANSWER Left Navigation Pane
Which is not a benefit of using the QuickBooks Online Apps for Mac and Windows? - ANSWER
You do not have to be connected to the internet to open your QBO Company
Choose the statement that best describes QuickBooks Online's functionality related to sales
forms and products and services: - ANSWER Charges to a customer on a sales form post to
the account mapped to the product / service item's income account field
How do you create a recurring invoice in QuickBooks Online? - ANSWER Start from existing
transaction and create a template by clicking Make Recurring
Which of the following are benefits of using the Online Invoicing Portal? - ANSWER Clients
can correspond with their customers regarding invoice details
What is the difference between an Invoice and a Sales Receipt? - ANSWER A Sales Receipt is
meant to record an immediate acceptance of payment while an Invoice represents an
expected payment in the future
What are posting transactions related to sales? - ANSWER Invoice
Receive P
ayment
