QUICKBOOKS CERTIFICATION PRACTICE
EXAMINATION SCRIPT 2026 FULL
QUESTIONS AND ANSWERS
⩥ #Assume that quickbooks is now in single user mode. What does
this mean? Answer: only 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? Answer: Record 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? Answer: Uncheck the show invoice item detail
on statements box in the create statements window
⩥ #How do you add or delete columns on a report? Answer: Click 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? Answer:
Click 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? Answer: Click 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?
Answer: click 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? Answer: Open the form, click the templates drop down
list and select the appropriate form
⩥ #How would you track customer birth in quickbooks? Answer: add
a custom field to the customer list
⩥ **If you have a customized report that you use each month, which
feature lets you run the Answer: Memorize report
⩥ #Name the sections of the balance sheet Answer: assets, liabilities,
equity
⩥ #How do you access the product information window? Answer:
Press 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? Answer: Click 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? Answer: Give 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? Answer: to restrict users from deleting, editing, or
adding transactions to last year
⩥ #What is the purpose of backing up in quickbooks? Answer: to
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?
Answer: The entry has been used in a transaction
⩥ What should you do after you click save & close on a customer
credit memo? Answer: Choose 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? Answer: Set deposit frequencies
⩥ #What tool do you use to move your logo to a form? Answer:
layout designer
EXAMINATION SCRIPT 2026 FULL
QUESTIONS AND ANSWERS
⩥ #Assume that quickbooks is now in single user mode. What does
this mean? Answer: only 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? Answer: Record 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? Answer: Uncheck the show invoice item detail
on statements box in the create statements window
⩥ #How do you add or delete columns on a report? Answer: Click 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? Answer:
Click 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? Answer: Click 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?
Answer: click 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? Answer: Open the form, click the templates drop down
list and select the appropriate form
⩥ #How would you track customer birth in quickbooks? Answer: add
a custom field to the customer list
⩥ **If you have a customized report that you use each month, which
feature lets you run the Answer: Memorize report
⩥ #Name the sections of the balance sheet Answer: assets, liabilities,
equity
⩥ #How do you access the product information window? Answer:
Press 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? Answer: Click 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? Answer: Give 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? Answer: to restrict users from deleting, editing, or
adding transactions to last year
⩥ #What is the purpose of backing up in quickbooks? Answer: to
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?
Answer: The entry has been used in a transaction
⩥ What should you do after you click save & close on a customer
credit memo? Answer: Choose 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? Answer: Set deposit frequencies
⩥ #What tool do you use to move your logo to a form? Answer:
layout designer
