QuickBooks Certification Test
After quickbooks sets up a chart of accounts in the easy step interview,
which of the following is True? correct answersIt's possible to add more
accounts later
#Assume that quickbooks is now in single user mode. What does this
mean? correct answersonly one user can access the data file
The bank notified you that a customer's check you deposited has bounced.
The customer did not have sufficient funds to cover the check. What should
you do? correct answersRecord a transaction to show the customer owes
you the money and that the checking balance decreased by that same
amount
#How can you ensure that invoice detail does not appear on a customer
statement? correct answersUncheck the show invoice item detail on
statements box in the create statements window
#How do you add or delete columns on a report? correct answersClick the
customize report button and on the display tab check or uncheck add or
remove columns
#How do you change text in the header/footer of a report? correct
answersClick the customize report button and on the header/footer tab
change the name
How do you change the report basis, accrual vs. cash for just one report?
correct answersClick the customize report button and on the display tab
choose accrual or cash
How do you move list entries to a different location on the list? correct
answersclick on the diamond to the left of the name and then drag the
name up or down the list
#How do you use a different forms template when creating a new
transaction? correct answersOpen the form, click the templates drop down
list and select the appropriate form
#How would you track customer birth in quickbooks? correct answersadd a
custom field to the customer list
**If you have a customized report that you use each month, which feature
lets you run the correct answersMemorize report
#Name the sections of the balance sheet correct answersassets, liabilities,
equity #How do you access the product information window? correct
answersPress the F2 key
, Suppose you always want all reports to show a specific size and color. How
do you set standard preference in quickbooks so you don't have to
customize each report? correct answersClick the edit menu and select
preferences then click the reports and graphs group to set preferences
Suppose you want to restrict which users can access customer credit card
numbers. How do you do this? correct answersGive the user access to
sales and accounts but don't check the checking and credit card
#What is the primary reason for setting a closing date in Quickbooks? correct
answersto restrict users from deleting, editing, or adding transactions to last
year
#What is the purpose of backing up in quickbooks? correct answersto
protect against data loss from file corruption or a hard file crash
#What is the reason for not being able to delete a list entry? correct
answersThe entry has been used in a transaction
What should you do after you click save & close on a customer credit
memo? correct answersChoose between retained as an available credit,
give a refund or apply to an invoice
**What steps most you complete to use the payroll center to pay
payroll liabilities? correct answersSet deposit frequencies
#What tool do you use to move your logo to a form? correct
answerslayout designer
#What transaction in quickbooks should you use if your customer pays
you when you provide the goods or services? correct answersSales receipt
#When a transaction is changed, what information does the Audit Trail
report provide? correct answerswho changed the transaction, and the
date/time the transaction was changed
#When can you delete a check from quickbooks without voiding
it? correct answersWhen you have multiple copies of the check
When making your payroll tax deposit, how can you add IRS interest and/or
penalties? correct answersClick the expense tab and enter the appropriate
account and amount of interest and penalties
#When should you set up a non-inventory item type? correct answersfor
something you buy and sell but don't need to track the quantity on hands
When should you use the items tab on a bill or check? correct
answersWhen you purchase inventory parts
After quickbooks sets up a chart of accounts in the easy step interview,
which of the following is True? correct answersIt's possible to add more
accounts later
#Assume that quickbooks is now in single user mode. What does this
mean? correct answersonly one user can access the data file
The bank notified you that a customer's check you deposited has bounced.
The customer did not have sufficient funds to cover the check. What should
you do? correct answersRecord a transaction to show the customer owes
you the money and that the checking balance decreased by that same
amount
#How can you ensure that invoice detail does not appear on a customer
statement? correct answersUncheck the show invoice item detail on
statements box in the create statements window
#How do you add or delete columns on a report? correct answersClick the
customize report button and on the display tab check or uncheck add or
remove columns
#How do you change text in the header/footer of a report? correct
answersClick the customize report button and on the header/footer tab
change the name
How do you change the report basis, accrual vs. cash for just one report?
correct answersClick the customize report button and on the display tab
choose accrual or cash
How do you move list entries to a different location on the list? correct
answersclick on the diamond to the left of the name and then drag the
name up or down the list
#How do you use a different forms template when creating a new
transaction? correct answersOpen the form, click the templates drop down
list and select the appropriate form
#How would you track customer birth in quickbooks? correct answersadd a
custom field to the customer list
**If you have a customized report that you use each month, which feature
lets you run the correct answersMemorize report
#Name the sections of the balance sheet correct answersassets, liabilities,
equity #How do you access the product information window? correct
answersPress the F2 key
, Suppose you always want all reports to show a specific size and color. How
do you set standard preference in quickbooks so you don't have to
customize each report? correct answersClick the edit menu and select
preferences then click the reports and graphs group to set preferences
Suppose you want to restrict which users can access customer credit card
numbers. How do you do this? correct answersGive the user access to
sales and accounts but don't check the checking and credit card
#What is the primary reason for setting a closing date in Quickbooks? correct
answersto restrict users from deleting, editing, or adding transactions to last
year
#What is the purpose of backing up in quickbooks? correct answersto
protect against data loss from file corruption or a hard file crash
#What is the reason for not being able to delete a list entry? correct
answersThe entry has been used in a transaction
What should you do after you click save & close on a customer credit
memo? correct answersChoose between retained as an available credit,
give a refund or apply to an invoice
**What steps most you complete to use the payroll center to pay
payroll liabilities? correct answersSet deposit frequencies
#What tool do you use to move your logo to a form? correct
answerslayout designer
#What transaction in quickbooks should you use if your customer pays
you when you provide the goods or services? correct answersSales receipt
#When a transaction is changed, what information does the Audit Trail
report provide? correct answerswho changed the transaction, and the
date/time the transaction was changed
#When can you delete a check from quickbooks without voiding
it? correct answersWhen you have multiple copies of the check
When making your payroll tax deposit, how can you add IRS interest and/or
penalties? correct answersClick the expense tab and enter the appropriate
account and amount of interest and penalties
#When should you set up a non-inventory item type? correct answersfor
something you buy and sell but don't need to track the quantity on hands
When should you use the items tab on a bill or check? correct
answersWhen you purchase inventory parts
