QuickBooks Online Exam Section 2 (2026 Updated) – Practice Questions, Answers &
Certification Study Guide
1-When importing customers for the first time, which of these file types can you import your
customer list? - correct answer ✔✔TXT
DOCX
DOC
*XLSX
PDF
2-Which field is required when importing vendors? - correct answer ✔✔*tax id
address
vendor name
opening balance
3-What must Bertha do to enable this in QBO? - correct answer ✔✔Ensure the Business ID No.
has the appropriate number of dashes in the vendor information screen
Check to make sure that the 1099 wizard is enabled in Account and settings
Check Track payments for 1099 in the Expenses tab of Account and Settings
*Check Track payments for 1099 in the Vendor information screen
4-Which 2 statements are true when creating an OAuth bank connection in QBO? - correct
answer ✔✔*Most banks require the primary account holder to establish the OAuth connection
to the bank
, You must add all of a user's linked accounts to the bank fees in QBO
Most banks will require the primary account holder to re-establish the OAuth connection when
they change their password
You can only import 60 days of bank activity into QBO
*Not all banks and financial institutions support the OAuth bank connection
5-Where should they go to update their bank info in QBO? - correct answer ✔✔Gear icon -
Account and settings - Company - Banking - Linked accounts - edit sign in info
*Banking center - Banking tab - Select account tile - Pencil icon - edit sign in info
Banking Center - Banking tab - Manage connections - edit - update password
Gear icon - Account and settings - Advanced - Accounting - update banking info
6-When first setting up Sales Tax for a client, what information will be prepopulated? - correct
answer ✔✔Sales tax filing frequency
Sales tax start date
Tax ID number
*Business address
7-Which 4 methods allow clients to process digital payments from customers using Quickbooks
Payments? - correct answer ✔✔*Sending a Sales receipt to a customer via email
Certification Study Guide
1-When importing customers for the first time, which of these file types can you import your
customer list? - correct answer ✔✔TXT
DOCX
DOC
*XLSX
2-Which field is required when importing vendors? - correct answer ✔✔*tax id
address
vendor name
opening balance
3-What must Bertha do to enable this in QBO? - correct answer ✔✔Ensure the Business ID No.
has the appropriate number of dashes in the vendor information screen
Check to make sure that the 1099 wizard is enabled in Account and settings
Check Track payments for 1099 in the Expenses tab of Account and Settings
*Check Track payments for 1099 in the Vendor information screen
4-Which 2 statements are true when creating an OAuth bank connection in QBO? - correct
answer ✔✔*Most banks require the primary account holder to establish the OAuth connection
to the bank
, You must add all of a user's linked accounts to the bank fees in QBO
Most banks will require the primary account holder to re-establish the OAuth connection when
they change their password
You can only import 60 days of bank activity into QBO
*Not all banks and financial institutions support the OAuth bank connection
5-Where should they go to update their bank info in QBO? - correct answer ✔✔Gear icon -
Account and settings - Company - Banking - Linked accounts - edit sign in info
*Banking center - Banking tab - Select account tile - Pencil icon - edit sign in info
Banking Center - Banking tab - Manage connections - edit - update password
Gear icon - Account and settings - Advanced - Accounting - update banking info
6-When first setting up Sales Tax for a client, what information will be prepopulated? - correct
answer ✔✔Sales tax filing frequency
Sales tax start date
Tax ID number
*Business address
7-Which 4 methods allow clients to process digital payments from customers using Quickbooks
Payments? - correct answer ✔✔*Sending a Sales receipt to a customer via email
