Question (1): QuickBooks Online has some great features. Clients can use Online
Invoicing, which will track when they've been viewed and paid. Online Invoicing even
allows for customer queries via online messages directly linked to the invoice. You now
need to enable this feature in the new client company you're setting up. Take a look at
the steps below
1. Select the Gear icon, and select Account and Settings, under the Your company
column)
2. _____________ and scroll down to the Online delivery section
3. _____________ to ensure that Attach invoice as pdf is unchecked Can you identify
the missing steps? - ANSWER→-Step 2: Select the Sales tab,
Step 3: From the drop-down list, click on the Online invoice.
Question (2): Your client has asked you to turn on warnings for duplicate check and bill
numbers in their QuickBooks Online company. Take a look at the steps below.
1. ______________
2. Under Your Company, select Account and Settings
3. Select Advanced tab
4. In the Other preferences section, select the option to warn if duplicate check number
is used and warn if a duplicate bill number is used
5. ______________
6. Starting at the QuickBooks Online Dashboard, which option would complete the
following steps? - ANSWER→-Step 1: Select the Gear icon,
Step 5: Select Save
Question (3): Your client doesn't want to pay a monthly fee for their QuickBooks
Payments merchant account. What another option is available to them, and wherein
QuickBooks Online can they sign up for QuickBooks Payments? - ANSWER→-Answer:
There is another plan which means the customer pays the transaction charge; In the
Billing and Subscription tab of Account and Settings.
Question (4): Your client has moved and needs you to modify the business address of
the company in QuickBooks Online. Take a look at the steps below. 1. Sign in to your
QuickBooks Online Accountant account
2. _________________
3. You'll see the client company dashboard
4. _________________
5. Select Account and Settings6. Select the Pencil icon in the Address section of the
Company tab
6. What are the missing steps to get you to the screen to edit the address for your
client? - ANSWER→-Answer: Step 2: Select the client company from the Client
Switcher drop-down in the green header bar. Step 4: Select the Gear icon.