QUICKBOOKS CERTIFICATION EXAM
QUESTIONS AND ANSWERS
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you're preparing the log for auto expense deduction.
Which 3 of the tasks below should be completed to prepare the log for auto expense
deductions at year end?
A. Look for vehicle changes (bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
C. Set the dollar rate per mile manually
D. Check the calculated mileage
E. Reconcile the Reimbursable mileage account - Answer-A. Look for vehicle changes
(bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
D. Check the calculated mileage
Which of these statements about estimates in QuickBooks Online Plus and Advanced
are true? Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - Answer-B & D
Which billing options allow clients to pay their QuickBooks Online subscription fees
directly themselves? Select all that apply.
A. ProAdvisor discount
B. Revenue share
C. Direct discount
D. Only clients who sign up for QuickBooks Online themselves are billed directly -
Answer-B & C
Which of the following are benefits of using QuickBooks Time? Select all that apply.
A. It offers easy access to timesheets anywhere
B. It automates the 1099 filing process
C. It allows administrators to schedule the work of the business
D. It offers specific time-related reports
E. It allows employees to manage each other's timesheets - Answer-A, C, D
Which option from the left-hand navigation would you select to locate the Client
onboarding template?
A. Apps
B. Work
C. Team
D. ProAdvisor - Answer-B. Work
,Which of the following options is NOT true regarding editing a chart of accounts?
A. Account numbers can be up to 20 digits long
B. All transactions are deleted from an account if you make it inactive
C. Merging accounts isn't possible for all account types
D. You can make an account active once it has been made inactive - Answer-B. All
transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that
apply.
A. Customer types, then select Import customers
B. The Gear icon, then select Import data
C. The Gear icon, then select Account and settings
D. New customer, then select Import customers
E. The down arrow by New customer, then select Import customers - Answer-B & E
Which of the following statements about adding sub-categories to the product and
services list are correct? Select all that apply.
A. You can only add 1 sub-category level to a product category
B. You can edit existing product/service items to assign them to a sub-category
C. You can only add up to 4 category and sub-category levels, including the parent
D. You can create a sub-category when you're setting up a new product/service item
E. You can only assign a product or service item to a sub-category when you're setting
it up for the first time - Answer-B. You can edit existing product/service items to assign
them to a sub-category
C. You can only add up to 4 category and sub-category levels, including the parent
You can only add a product sub-category when you select New category from the
Product Categories list. Once you've created a sub-category, you can assign new and
existing product/service items to it.
What should you select to remove a vendor from the list?
A. The Delete option from the dropdown in the Action column
B. The Delete button from the Vendor information screen
C. The Make inactive option from the down arrow next to the New vendor button
D. The Make inactive option from the dropdown in the Action column - Answer-D. The
Make inactive option from the dropdown in the Action column
One of your clients asks you to give a new employee access to QuickBooks Online. The
employee will be dealing with all aspects of the business, including payroll, but they
shouldn't have any admin privileges.
What user type should you choose when you add the employee?
A. Company admin
B. Primary admin
C. Standard all access
D. Standard limited access - Answer-C. Standard all access
,Who can add apps to client company accounts?
A. Only the primary admin can add apps to a company account
B. Anyone with access to apps.com can add apps
C. Anyone with access to the company account can add apps, but only Admin users
can add Premium Apps
D. Only Admin users can add apps to a company account - Answer-D. Only Admin
users can add apps to a company account
Which of the following statements about adding a new custom field in QuickBooks
Online Plus are correct? Select all that apply.
A. You can add the same custom field to sales forms and purchase orders
B. You can add up to 3 custom fields to sales forms and purchases orders
C. Custom fields are included on printed and emailed forms by default
D. You can add a custom field to either sales forms or purchase orders, but not both
E. You can add up to 12 custom fields to sales forms, but only 3 to purchase orders -
Answer-A. You can add the same custom field to sales forms and purchase orders
B. You can add up to 3 custom fields to sales forms and purchases orders
Which of these statements about estimates in QuickBooks Online Plus and Advanced
are true? Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - Answer-B & D
Estimates are non-posting transactions and can be used to create purchase orders and
invoices.
A client wants to create customer statements for several customers at once. What
would you do in the Customers tab of the Sales center to achieve this?
A. Select Create statement from the Action column next to the customer's name
B. Select Customer statement from the dropdown next to New customer
C. Select Customer types, then select Statements
D. Check the required customer(s) in the list, then select Create statements from the
Batch actions dropdown - Answer-D. Check the required customer(s) in the list, then
select Create statements from the Batch actions dropdown
Which of these options is true about credit memos in QuickBooks Online?
A. Credit memos are for refunding cash directly to the customer
B. Credit memos aren't essential when customers pay in cash
C. Credit memos reduce accounts receivable
D. Credit memos need to be created and applied manually - Answer-C. Credit memos
reduce accounts receivable
, When a client sets up QuickBooks Payments the first time, what are they prompted to
do? Select all that apply.
A. Provide personal information
B. Provide tax information
C. Provide business information
D. Connect to their bank
E. Set up user permissions - Answer-A, C, D
Your client wants to view the tax returns that they previously paid to the tax agency
they're registered with.
What's the quickest way the client can do this in the Sales Tax center?
A. Select the View Tax Return link in the Action column
B. Go to the sales tax settings
C. Select the More details link in the tax agency name tile
D. Select Paid from the Status filter - Answer-D. Select Paid from the Status filter
The Status dropdown allows the client to filter tax returns to only show those that are:
Paid
Due
Overdue
Open
What does QuickBooks Bill Pay offer? - Answer-With QuickBooks Bill Pay, clients can
streamline their accounts payable process by paying all their bills from QuickBooks
Online. It also allows clients to schedule future payments—and to never miss a deadline
or incur a late fee.
Each time clients schedule a payment, they can choose the payment account and
payment method. QuickBooks Bill Pay allows clients to send checks or ACH payments
to vendors quickly and easily.
Another benefit of Bill Pay is that vendors don't have to create a QuickBooks Bill Pay
account to get paid. All they need to do is choose whether they want to get paid via
check or they can enter their bank account information to receive payments
automatically via ACH bank transfer.
Who can use QuickBooks Bill Pay? - Answer-QuickBooks Bill Pay is available to clients
using QuickBooks Online and the QuickBooks Online mobile app. The service is also
available to accountant users using QuickBooks Online Accountant.
3 ways how clients can sign up to QuickBooks Bill Pay. - Answer-1. Signing up from the
Bills tab
2. Signing up from within a Bill
3. Choosing a subscription plan
Clients can view all the bills they've paid by... - Answer-ACH or paper in the Paid tab of
the Bills center.
QUESTIONS AND ANSWERS
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you're preparing the log for auto expense deduction.
Which 3 of the tasks below should be completed to prepare the log for auto expense
deductions at year end?
A. Look for vehicle changes (bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
C. Set the dollar rate per mile manually
D. Check the calculated mileage
E. Reconcile the Reimbursable mileage account - Answer-A. Look for vehicle changes
(bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
D. Check the calculated mileage
Which of these statements about estimates in QuickBooks Online Plus and Advanced
are true? Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - Answer-B & D
Which billing options allow clients to pay their QuickBooks Online subscription fees
directly themselves? Select all that apply.
A. ProAdvisor discount
B. Revenue share
C. Direct discount
D. Only clients who sign up for QuickBooks Online themselves are billed directly -
Answer-B & C
Which of the following are benefits of using QuickBooks Time? Select all that apply.
A. It offers easy access to timesheets anywhere
B. It automates the 1099 filing process
C. It allows administrators to schedule the work of the business
D. It offers specific time-related reports
E. It allows employees to manage each other's timesheets - Answer-A, C, D
Which option from the left-hand navigation would you select to locate the Client
onboarding template?
A. Apps
B. Work
C. Team
D. ProAdvisor - Answer-B. Work
,Which of the following options is NOT true regarding editing a chart of accounts?
A. Account numbers can be up to 20 digits long
B. All transactions are deleted from an account if you make it inactive
C. Merging accounts isn't possible for all account types
D. You can make an account active once it has been made inactive - Answer-B. All
transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that
apply.
A. Customer types, then select Import customers
B. The Gear icon, then select Import data
C. The Gear icon, then select Account and settings
D. New customer, then select Import customers
E. The down arrow by New customer, then select Import customers - Answer-B & E
Which of the following statements about adding sub-categories to the product and
services list are correct? Select all that apply.
A. You can only add 1 sub-category level to a product category
B. You can edit existing product/service items to assign them to a sub-category
C. You can only add up to 4 category and sub-category levels, including the parent
D. You can create a sub-category when you're setting up a new product/service item
E. You can only assign a product or service item to a sub-category when you're setting
it up for the first time - Answer-B. You can edit existing product/service items to assign
them to a sub-category
C. You can only add up to 4 category and sub-category levels, including the parent
You can only add a product sub-category when you select New category from the
Product Categories list. Once you've created a sub-category, you can assign new and
existing product/service items to it.
What should you select to remove a vendor from the list?
A. The Delete option from the dropdown in the Action column
B. The Delete button from the Vendor information screen
C. The Make inactive option from the down arrow next to the New vendor button
D. The Make inactive option from the dropdown in the Action column - Answer-D. The
Make inactive option from the dropdown in the Action column
One of your clients asks you to give a new employee access to QuickBooks Online. The
employee will be dealing with all aspects of the business, including payroll, but they
shouldn't have any admin privileges.
What user type should you choose when you add the employee?
A. Company admin
B. Primary admin
C. Standard all access
D. Standard limited access - Answer-C. Standard all access
,Who can add apps to client company accounts?
A. Only the primary admin can add apps to a company account
B. Anyone with access to apps.com can add apps
C. Anyone with access to the company account can add apps, but only Admin users
can add Premium Apps
D. Only Admin users can add apps to a company account - Answer-D. Only Admin
users can add apps to a company account
Which of the following statements about adding a new custom field in QuickBooks
Online Plus are correct? Select all that apply.
A. You can add the same custom field to sales forms and purchase orders
B. You can add up to 3 custom fields to sales forms and purchases orders
C. Custom fields are included on printed and emailed forms by default
D. You can add a custom field to either sales forms or purchase orders, but not both
E. You can add up to 12 custom fields to sales forms, but only 3 to purchase orders -
Answer-A. You can add the same custom field to sales forms and purchase orders
B. You can add up to 3 custom fields to sales forms and purchases orders
Which of these statements about estimates in QuickBooks Online Plus and Advanced
are true? Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - Answer-B & D
Estimates are non-posting transactions and can be used to create purchase orders and
invoices.
A client wants to create customer statements for several customers at once. What
would you do in the Customers tab of the Sales center to achieve this?
A. Select Create statement from the Action column next to the customer's name
B. Select Customer statement from the dropdown next to New customer
C. Select Customer types, then select Statements
D. Check the required customer(s) in the list, then select Create statements from the
Batch actions dropdown - Answer-D. Check the required customer(s) in the list, then
select Create statements from the Batch actions dropdown
Which of these options is true about credit memos in QuickBooks Online?
A. Credit memos are for refunding cash directly to the customer
B. Credit memos aren't essential when customers pay in cash
C. Credit memos reduce accounts receivable
D. Credit memos need to be created and applied manually - Answer-C. Credit memos
reduce accounts receivable
, When a client sets up QuickBooks Payments the first time, what are they prompted to
do? Select all that apply.
A. Provide personal information
B. Provide tax information
C. Provide business information
D. Connect to their bank
E. Set up user permissions - Answer-A, C, D
Your client wants to view the tax returns that they previously paid to the tax agency
they're registered with.
What's the quickest way the client can do this in the Sales Tax center?
A. Select the View Tax Return link in the Action column
B. Go to the sales tax settings
C. Select the More details link in the tax agency name tile
D. Select Paid from the Status filter - Answer-D. Select Paid from the Status filter
The Status dropdown allows the client to filter tax returns to only show those that are:
Paid
Due
Overdue
Open
What does QuickBooks Bill Pay offer? - Answer-With QuickBooks Bill Pay, clients can
streamline their accounts payable process by paying all their bills from QuickBooks
Online. It also allows clients to schedule future payments—and to never miss a deadline
or incur a late fee.
Each time clients schedule a payment, they can choose the payment account and
payment method. QuickBooks Bill Pay allows clients to send checks or ACH payments
to vendors quickly and easily.
Another benefit of Bill Pay is that vendors don't have to create a QuickBooks Bill Pay
account to get paid. All they need to do is choose whether they want to get paid via
check or they can enter their bank account information to receive payments
automatically via ACH bank transfer.
Who can use QuickBooks Bill Pay? - Answer-QuickBooks Bill Pay is available to clients
using QuickBooks Online and the QuickBooks Online mobile app. The service is also
available to accountant users using QuickBooks Online Accountant.
3 ways how clients can sign up to QuickBooks Bill Pay. - Answer-1. Signing up from the
Bills tab
2. Signing up from within a Bill
3. Choosing a subscription plan
Clients can view all the bills they've paid by... - Answer-ACH or paper in the Paid tab of
the Bills center.
