QUICKBOOKS ONLINE CERTIFICATION
PREP EXAM QUESTIONS AND
ANSWERS
Which tab in QuickBooks Online Banking shows the bank data that has not yet been
accepted into QuickBooks Online? - Answer-For review
Your client has noticed a duplicate transaction in the bank feed. What advice would you
give them? - Answer-You need to exclude the transaction if it's a duplicate because it'll
cause the bank balance and reports to be incorrect.
If QuickBooks Online was set up correctly, what figure should you expect to see in the
Opening balance equity account balance? - Answer-A balance of zero
For clients with a QuickBooks Online Plus account, what's the maximum number of
billable users? - Answer-5
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend? -
Answer-Plus
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you are preparing the log for auto expense deduction.
Which 3 of these things should you check for auto expense deductions at year end? -
Answer-Calculated mileage
Any vehicle changes
T-hat all trips have been reviewed
You need your client to send you a copy of a paper receipt so that you can match it to a
gas expense in their QuickBooks Online.
You create a client request and add a screenshot of the expense entry in QuickBooks
Online to help your client identify which receipt they're looking for.
Which are 2 places where your client can see this request? - Answer-My Accountant
Email
You want to add an app to your firm's books in QuickBooks Online Accountant.
Which 2 levels of account user can add apps? - Answer-Full access team user
Firm primary admin
PREP EXAM QUESTIONS AND
ANSWERS
Which tab in QuickBooks Online Banking shows the bank data that has not yet been
accepted into QuickBooks Online? - Answer-For review
Your client has noticed a duplicate transaction in the bank feed. What advice would you
give them? - Answer-You need to exclude the transaction if it's a duplicate because it'll
cause the bank balance and reports to be incorrect.
If QuickBooks Online was set up correctly, what figure should you expect to see in the
Opening balance equity account balance? - Answer-A balance of zero
For clients with a QuickBooks Online Plus account, what's the maximum number of
billable users? - Answer-5
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend? -
Answer-Plus
Your client has been using the QuickBooks Online Mileage Tracker throughout the year.
It's nearing year end and you are preparing the log for auto expense deduction.
Which 3 of these things should you check for auto expense deductions at year end? -
Answer-Calculated mileage
Any vehicle changes
T-hat all trips have been reviewed
You need your client to send you a copy of a paper receipt so that you can match it to a
gas expense in their QuickBooks Online.
You create a client request and add a screenshot of the expense entry in QuickBooks
Online to help your client identify which receipt they're looking for.
Which are 2 places where your client can see this request? - Answer-My Accountant
You want to add an app to your firm's books in QuickBooks Online Accountant.
Which 2 levels of account user can add apps? - Answer-Full access team user
Firm primary admin
