3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
QUICKBOOKS ONLINE CERTIFICATION /
(NEWEST UPDATED ACTUAL EXAM QUESTIONS &
COMPLETE ANSWERS / A+ SCORE SOLUTION /
2025.
Save
Terms in this set (502)
Client Needs Assessment Who, What, When, and How
Process
Get to know who your client is, what they stand for,
Who? what they're aiming for and where they're coming
from
Every business, large or small, has a variety of parts.
What? You need to find our what they are in order to best
discuss QBO functionality and benefits with them,
How often do they run reports? What are their
internal and external deadlines? All of your clients will
When?
have compliance requirements for their business even
if they don't run payroll or collect sales tax.
How can you help? You can dive deeper using the
How? client checklist, follow the onboarding process, and
begin to plan deliverables and tasks with your client.
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,3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
a handy resource for getting to know your new
clients, gathering the required info to get their
New Client Checklist account set up, and discovering what their business
needs are in order to best match them to a
subscription level.
the basic contact information fro your client and their
NCC: Client Profile
business.
lists all the functionality your client may need from
QuickBooks Online, and encourages a better
NCC: Needs Assessment
understanding of their business so that you can best
advise on the subscription level they will need.
dives deeper into the subscription solutions that will
best suit your client. The workflows you highlight as
needs or requirements in the Needs Assessment tab
NCC: Features and
will be pulled through automatically and displayed in
Solutions
column A. This enables you to see at a glance which
subscription level is likely to be best for your client's
business.
If your client needs to track mileage, then collect their
vehicle profile information during the requirements
NCC: Mileage
gathering stage. You can do this for each vehicle they
need to track mileage for.
Use the Onboarding Checklist to gather any final
NCC: Onboarding additional requirements from your client. This will
Checklist enable you to set up the appropriate QuickBooks
Online subscription quickly and accurately.
If, after your consultation, it is clear the client requires
QuickBooks Self-Employed, the QBSE Profile tab has
been designed to ensure you acquire all the
NCC: Self-Employed
additional information you need from your client in
Profile
order to set up their subscription, including whether
they have a healthcare plan or a vehicle to take into
consideration.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 2/32
,3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
relates to the transactions relevant to their customers.
Sales and Accounts In this section, you'll get a better idea of their
Receivable requirements for estimating, invoicing, price levels,
and sales-tax circumstances.
This part of the checklist covers their payment
Expenses and Accounts
preferences, outstanding loans, petty cash limits, and
Payable
reimbursable expenses, among others.
One of the key areas you'll need to discuss is whether
the company is run solely by the owner or whether
Employees and Payroll
your client has employees (and therefore payroll
requirements).
Your new client may also have to track other
expenses, such as mileage on a vehicle. They may also
want to keep an eye on their income in order to
Other expense tracking estimate their future income tax bill.
needs Ask your client what their current method for keeping
track of their taxes is. If they are self-employed, they
may not know that estimating their taxes is a handy
feature of QuickBooks Online Self-Employed.
Does your client hold stock as part of the day-to-day
running of their business? How do they keep track of
their inventory?
Other daily operations
If your client has inventory, they may want to include
needs
inventory tracking. If this is a requirement, you will be
able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Every client and every business is different,
depending on their industry. For example, your client
may need QuickBooks Online with third-party apps
Industry-specific needs enabled to track their e-commerce or web-based
sales, manage their logistics, manufacturing, shipping,
point of sale, or many other variables such as their
personal billable time.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 3/32
, 3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
There is a range of apps compatible with QuickBooks
Online. Your client may benefit from a specialized app
to handle an area of their business. They may even
already use one.
You will be able to use your knowledge of
Specialized application
QuickBooks Online features to spot when a client has
needs
a requirement QuickBooks Online can't cater for on its
own. That's where integrated apps come into the
picture.
From cloud storage to time-tracking, there's an app
for just about everything.
This section of the New Client Checklist helps you get
a clearer picture of how your client prefers to run their
reports. Which reports work best for them? How often
do they run and analyze their reports?
Reporting needs
As an additional feature, if the client has employees,
they may wish to add users to their accounts who
have reports-only access. We'll look into that in more
detail later in the course.
Don't forget to ask your client whether there is
anything else they may need that you haven't yet
covered or asked.
Any other requirements
They may already have an accounting solution and
wish to convert their existing account to QuickBooks
Online.
This section is important because it will reveal to
ProAdvisors the transactional volume and scope of
the client's business. It may, for example, indicate that
the client might benefit from a QuickBooks Online
Transaction volume
Advanced subscription, if transactions exceed a
threshold of 43,000. This is because QuickBooks
Online Advanced offers accelerated data-entry
features.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 4/32
QUICKBOOKS ONLINE CERTIFICATION /
(NEWEST UPDATED ACTUAL EXAM QUESTIONS &
COMPLETE ANSWERS / A+ SCORE SOLUTION /
2025.
Save
Terms in this set (502)
Client Needs Assessment Who, What, When, and How
Process
Get to know who your client is, what they stand for,
Who? what they're aiming for and where they're coming
from
Every business, large or small, has a variety of parts.
What? You need to find our what they are in order to best
discuss QBO functionality and benefits with them,
How often do they run reports? What are their
internal and external deadlines? All of your clients will
When?
have compliance requirements for their business even
if they don't run payroll or collect sales tax.
How can you help? You can dive deeper using the
How? client checklist, follow the onboarding process, and
begin to plan deliverables and tasks with your client.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 1/32
,3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
a handy resource for getting to know your new
clients, gathering the required info to get their
New Client Checklist account set up, and discovering what their business
needs are in order to best match them to a
subscription level.
the basic contact information fro your client and their
NCC: Client Profile
business.
lists all the functionality your client may need from
QuickBooks Online, and encourages a better
NCC: Needs Assessment
understanding of their business so that you can best
advise on the subscription level they will need.
dives deeper into the subscription solutions that will
best suit your client. The workflows you highlight as
needs or requirements in the Needs Assessment tab
NCC: Features and
will be pulled through automatically and displayed in
Solutions
column A. This enables you to see at a glance which
subscription level is likely to be best for your client's
business.
If your client needs to track mileage, then collect their
vehicle profile information during the requirements
NCC: Mileage
gathering stage. You can do this for each vehicle they
need to track mileage for.
Use the Onboarding Checklist to gather any final
NCC: Onboarding additional requirements from your client. This will
Checklist enable you to set up the appropriate QuickBooks
Online subscription quickly and accurately.
If, after your consultation, it is clear the client requires
QuickBooks Self-Employed, the QBSE Profile tab has
been designed to ensure you acquire all the
NCC: Self-Employed
additional information you need from your client in
Profile
order to set up their subscription, including whether
they have a healthcare plan or a vehicle to take into
consideration.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 2/32
,3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
relates to the transactions relevant to their customers.
Sales and Accounts In this section, you'll get a better idea of their
Receivable requirements for estimating, invoicing, price levels,
and sales-tax circumstances.
This part of the checklist covers their payment
Expenses and Accounts
preferences, outstanding loans, petty cash limits, and
Payable
reimbursable expenses, among others.
One of the key areas you'll need to discuss is whether
the company is run solely by the owner or whether
Employees and Payroll
your client has employees (and therefore payroll
requirements).
Your new client may also have to track other
expenses, such as mileage on a vehicle. They may also
want to keep an eye on their income in order to
Other expense tracking estimate their future income tax bill.
needs Ask your client what their current method for keeping
track of their taxes is. If they are self-employed, they
may not know that estimating their taxes is a handy
feature of QuickBooks Online Self-Employed.
Does your client hold stock as part of the day-to-day
running of their business? How do they keep track of
their inventory?
Other daily operations
If your client has inventory, they may want to include
needs
inventory tracking. If this is a requirement, you will be
able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Every client and every business is different,
depending on their industry. For example, your client
may need QuickBooks Online with third-party apps
Industry-specific needs enabled to track their e-commerce or web-based
sales, manage their logistics, manufacturing, shipping,
point of sale, or many other variables such as their
personal billable time.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 3/32
, 3/4/25, 10:20 PM QUICKBOOKS ONLINE CERTIFICATION / (NEWEST UPDATED ACTUAL EXAM QUESTIONS & COMPLETE ANSWERS / A+ SC…
There is a range of apps compatible with QuickBooks
Online. Your client may benefit from a specialized app
to handle an area of their business. They may even
already use one.
You will be able to use your knowledge of
Specialized application
QuickBooks Online features to spot when a client has
needs
a requirement QuickBooks Online can't cater for on its
own. That's where integrated apps come into the
picture.
From cloud storage to time-tracking, there's an app
for just about everything.
This section of the New Client Checklist helps you get
a clearer picture of how your client prefers to run their
reports. Which reports work best for them? How often
do they run and analyze their reports?
Reporting needs
As an additional feature, if the client has employees,
they may wish to add users to their accounts who
have reports-only access. We'll look into that in more
detail later in the course.
Don't forget to ask your client whether there is
anything else they may need that you haven't yet
covered or asked.
Any other requirements
They may already have an accounting solution and
wish to convert their existing account to QuickBooks
Online.
This section is important because it will reveal to
ProAdvisors the transactional volume and scope of
the client's business. It may, for example, indicate that
the client might benefit from a QuickBooks Online
Transaction volume
Advanced subscription, if transactions exceed a
threshold of 43,000. This is because QuickBooks
Online Advanced offers accelerated data-entry
features.
https://quizlet.com/1013911232/quickbooks-online-certification-newest-updated-actual-exam-questions-complete-answers-a-score-solution-2025-flas… 4/32
