QUICKBOOKS ONLINE PRO ADVISER
CERTIFICATION EXAM
Which 3 types of customer statements can QuickBooks Online
generate? correct answersStatements that show just open transactions
Statements that show a balance forward and then all activity between
two specified dates
Statements that show invoices created between two specified dates and
their related payments
When using the Copy to purchase order feature from within an estimate,
where do you need to turn on the Use purchase orders setting? correct
answersAccount and Settings
> Expenses > Purchase orders
What are 4 status types that can be assigned to an estimate in
QuickBooks Online? correct answersPending Rejected Closed Accepted
What are the steps to create a new estimate in QuickBooks
Online? correct answersSales > All Sales > New Transaction >
Estimate
What are 2 tools you can use to identify possible issues in a
QuickBooks Online Company? correct answersVoided/deleted
transactions tool
Transaction Journal report
Which common workflow error can cause duplicate expenses in QuickBooks
Online? correct answers• Creating a bill to record a vendor expense, and
creating a check to the vendor for the same expense
By posting to Undeposited Funds, you can create a single bank deposit
for multiple payments, making it easy When receiving a payment,
make
sure correct answersto match your bank register with
your bank statement,
the "Deposit to" account is Undeposited Funds
Josie's client is rapidly growing and needs to upgrade their current
subscription level of QuickBooks Online.
If Josie pays for the subscription, what steps will she take to upgrade her
client? correct answers• Gear icon > Subscriptions and billing > Client-billed
subscriptions > Subscription actions > Upgrade
CERTIFICATION EXAM
Which 3 types of customer statements can QuickBooks Online
generate? correct answersStatements that show just open transactions
Statements that show a balance forward and then all activity between
two specified dates
Statements that show invoices created between two specified dates and
their related payments
When using the Copy to purchase order feature from within an estimate,
where do you need to turn on the Use purchase orders setting? correct
answersAccount and Settings
> Expenses > Purchase orders
What are 4 status types that can be assigned to an estimate in
QuickBooks Online? correct answersPending Rejected Closed Accepted
What are the steps to create a new estimate in QuickBooks
Online? correct answersSales > All Sales > New Transaction >
Estimate
What are 2 tools you can use to identify possible issues in a
QuickBooks Online Company? correct answersVoided/deleted
transactions tool
Transaction Journal report
Which common workflow error can cause duplicate expenses in QuickBooks
Online? correct answers• Creating a bill to record a vendor expense, and
creating a check to the vendor for the same expense
By posting to Undeposited Funds, you can create a single bank deposit
for multiple payments, making it easy When receiving a payment,
make
sure correct answersto match your bank register with
your bank statement,
the "Deposit to" account is Undeposited Funds
Josie's client is rapidly growing and needs to upgrade their current
subscription level of QuickBooks Online.
If Josie pays for the subscription, what steps will she take to upgrade her
client? correct answers• Gear icon > Subscriptions and billing > Client-billed
subscriptions > Subscription actions > Upgrade
