QuickBooks Certification
Test Questions and
Complete Solutions
Graded A+
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 report? - Answer: Click the edit menu and
select preferences then click the reports and graphs group to set preferences
Suppose you want to restrict which users can access customer credit card numbers. How do you do this?
- Answer: Give the user access to sales and accounts but don't check the checking and credit card
#What is the primary reason for setting a closing date in Quickbooks? - Answer: to restrict users from
deleting, editing, or adding transactions to last year
#What is the purpose of backing up in quickbooks? - Answer: to protect against data loss from file
corruption or a hard file crash
#What is the reason for not being able to delete a list entry? - Answer: The entry has been used in a
transaction
Test Questions and
Complete Solutions
Graded A+
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 report? - Answer: Click the edit menu and
select preferences then click the reports and graphs group to set preferences
Suppose you want to restrict which users can access customer credit card numbers. How do you do this?
- Answer: Give the user access to sales and accounts but don't check the checking and credit card
#What is the primary reason for setting a closing date in Quickbooks? - Answer: to restrict users from
deleting, editing, or adding transactions to last year
#What is the purpose of backing up in quickbooks? - Answer: to protect against data loss from file
corruption or a hard file crash
#What is the reason for not being able to delete a list entry? - Answer: The entry has been used in a
transaction
