QuickBooks Online Certification Exam
The Client List is your one-stop shop for all of your client
information- correct answerseven clients who do not use
QuickBooks Online!
What are the five columns listed under Client Details? correct
answersNotes, Bookkeeping, Payroll, Shared Documents, and Tax
*** Can clients see the notes listed in the Client Details screen?
correct answersNo
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. correct answersGear 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? correct answersThe Actions
Menu
In Billing Details, you can view previous payments under the correct
answersThe History Section
What are two options to view an itemized invoice? correct answersView PDF
or Export CSV
Each QuickBooks Online subscription level has a maximum number
of correct answersclasses, locations, Chart of Account entries and
users
Billable users correct answersadmin, standard, and custom users
There are three levels of access that can be granted to team
members: correct answersFull access, Basic access, Custom access
Adding a New Team Member correct answersLeft hand navigational panel,
Team, Add user
You can search the Team list to find people by correct answersname or job
title (email address)
Can you add a client to a task list who is not on QuickBooks
Online? correct answersYes, simply add their name and email
address.
The Client List is your one-stop shop for all of your client
information- correct answerseven clients who do not use
QuickBooks Online!
What are the five columns listed under Client Details? correct
answersNotes, Bookkeeping, Payroll, Shared Documents, and Tax
*** Can clients see the notes listed in the Client Details screen?
correct answersNo
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. correct answersGear 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? correct answersThe Actions
Menu
In Billing Details, you can view previous payments under the correct
answersThe History Section
What are two options to view an itemized invoice? correct answersView PDF
or Export CSV
Each QuickBooks Online subscription level has a maximum number
of correct answersclasses, locations, Chart of Account entries and
users
Billable users correct answersadmin, standard, and custom users
There are three levels of access that can be granted to team
members: correct answersFull access, Basic access, Custom access
Adding a New Team Member correct answersLeft hand navigational panel,
Team, Add user
You can search the Team list to find people by correct answersname or job
title (email address)
Can you add a client to a task list who is not on QuickBooks
Online? correct answersYes, simply add their name and email
address.
