QUICKBOOKS ONLINE CERTIFICATION
EXAM-SECTION #4 QUESTIONS AND
ANSWERS
If you permanently delete a client from QuickBooks Online, - Answer-you no longer
have access to their QuickBooks Online data
Where do email notifications for Tasks become enabled? - Answer-In the Accounting
Company settings
You move in or out how many subscriptions at a time? - Answer-50
What 3 statements are true about the Work Functionality in QBO? - Answer-1. You can
create Projects and Tasks for your clients and your firm
2. You can create custom project templates that have a repeat schedule
3. You can create Project and Tasks for clients who do not use QBO
The Client List is your one-stop shop for all of your client information- - Answer-even
clients who do not use QuickBooks Online!
What are the five columns listed under Client Details? - Answer-Notes, Bookkeeping,
Payroll, Shared Documents, and Tax
*** Can clients see the notes listed in the Client Details screen? - Answer-No
What allows you to view a client's subscription fee and billing history at a glance? You
can make quick changes to subscriptions from a central dashboard. - Answer-Gear
menu, Your Account (Subscriptions, Billing Details, Itemized Online Invoices)
In Your Subscriptions, what allows you to change a client's subscription level as well as
transfer billing back to the client? - Answer-The Actions Menu
In Billing Details, you can view previous payments under the - Answer-The History
Section
What are two options to view an itemized invoice? - Answer-View PDF or Export CSV
Each QuickBooks Online subscription level has a maximum number of - Answer-
classes, locations, Chart of Account entries and users
Billable users - Answer-admin, standard, and custom users
There are three levels of access that can be granted to team members: - Answer-Full
access, Basic access, Custom access
EXAM-SECTION #4 QUESTIONS AND
ANSWERS
If you permanently delete a client from QuickBooks Online, - Answer-you no longer
have access to their QuickBooks Online data
Where do email notifications for Tasks become enabled? - Answer-In the Accounting
Company settings
You move in or out how many subscriptions at a time? - Answer-50
What 3 statements are true about the Work Functionality in QBO? - Answer-1. You can
create Projects and Tasks for your clients and your firm
2. You can create custom project templates that have a repeat schedule
3. You can create Project and Tasks for clients who do not use QBO
The Client List is your one-stop shop for all of your client information- - Answer-even
clients who do not use QuickBooks Online!
What are the five columns listed under Client Details? - Answer-Notes, Bookkeeping,
Payroll, Shared Documents, and Tax
*** Can clients see the notes listed in the Client Details screen? - Answer-No
What allows you to view a client's subscription fee and billing history at a glance? You
can make quick changes to subscriptions from a central dashboard. - Answer-Gear
menu, Your Account (Subscriptions, Billing Details, Itemized Online Invoices)
In Your Subscriptions, what allows you to change a client's subscription level as well as
transfer billing back to the client? - Answer-The Actions Menu
In Billing Details, you can view previous payments under the - Answer-The History
Section
What are two options to view an itemized invoice? - Answer-View PDF or Export CSV
Each QuickBooks Online subscription level has a maximum number of - Answer-
classes, locations, Chart of Account entries and users
Billable users - Answer-admin, standard, and custom users
There are three levels of access that can be granted to team members: - Answer-Full
access, Basic access, Custom access
