QuickBooks Certification Test
After quickbooks sets up a chart of accounts in the easy step interview, which of
the following is True? - ANSWER It's possible to add more
accounts later
#Assume that quickbooks is now in single user mode. What does this mean? -
ANSWER only one user can access the data file
The bank notified you that a customer's check you deposited has bounced. The
customer did not have sufficient funds to cover the check. What should you do? -
ANSWER Record a transaction to show the customer owes you
the money and that the checking balance decreased by that same amount
#How can you ensure that invoice detail does not appear on a customer
statement? - ANSWER Uncheck the show invoice item detail
on statements box in the create statements window
,#How do you add or delete columns on a report? - ANSWER
Click the customize report button and on the display tab check or uncheck add or
remove columns
#How do you change text in the header/footer of a report? - ANSWER
Click the customize report button and on the header/footer tab change the name
How do you change the report basis, accrual vs. cash for just one report? -
ANSWER Click the customize report button and on the display
tab choose accrual or cash
How do you move list entries to a different location on the list? - ANSWER
click on the diamond to the left of the name and then drag the name up or down
the list
#How do you use a different forms template when creating a new transaction? -
ANSWER Open the form, click the templates drop down list and
select the appropriate form
, #How would you track customer birth in quickbooks? - ANSWER
add a custom field to the customer list
**If you have a customized report that you use each month, which feature lets
you run the - ANSWER Memorize report
#Name the sections of the balance sheet - ANSWER assets,
liabilities, equity
#How do you access the product information window? - ANSWER
Press the F2 key
Suppose you always want all reports to show a specific size and color. How do you
set standard preference in quickbooks so you don't have to customize each
After quickbooks sets up a chart of accounts in the easy step interview, which of
the following is True? - ANSWER It's possible to add more
accounts later
#Assume that quickbooks is now in single user mode. What does this mean? -
ANSWER only one user can access the data file
The bank notified you that a customer's check you deposited has bounced. The
customer did not have sufficient funds to cover the check. What should you do? -
ANSWER Record a transaction to show the customer owes you
the money and that the checking balance decreased by that same amount
#How can you ensure that invoice detail does not appear on a customer
statement? - ANSWER Uncheck the show invoice item detail
on statements box in the create statements window
,#How do you add or delete columns on a report? - ANSWER
Click the customize report button and on the display tab check or uncheck add or
remove columns
#How do you change text in the header/footer of a report? - ANSWER
Click the customize report button and on the header/footer tab change the name
How do you change the report basis, accrual vs. cash for just one report? -
ANSWER Click the customize report button and on the display
tab choose accrual or cash
How do you move list entries to a different location on the list? - ANSWER
click on the diamond to the left of the name and then drag the name up or down
the list
#How do you use a different forms template when creating a new transaction? -
ANSWER Open the form, click the templates drop down list and
select the appropriate form
, #How would you track customer birth in quickbooks? - ANSWER
add a custom field to the customer list
**If you have a customized report that you use each month, which feature lets
you run the - ANSWER Memorize report
#Name the sections of the balance sheet - ANSWER assets,
liabilities, equity
#How do you access the product information window? - ANSWER
Press the F2 key
Suppose you always want all reports to show a specific size and color. How do you
set standard preference in quickbooks so you don't have to customize each
