QuickBooks Certification (2026 Updated) – Complete Study Guide, Practice Exams & Training
Resource
Which 2 QuickBooks Online billing options include a discount on QuickBooks Time?
A. ProAdvisor discount
B. Direct discount
C. Revenue share - correct answer ✔✔A. ProAdvisor discount
B. Direct discount
Where would you go to enable account numbering in the chart of accounts?
A. The Chart of accounts tab in Account and Settings
B. The Customization option from Accountant Tools
C. The Advanced tab in Account and Settings
D. The Enable account numbers slider from the Chart of Accounts screen - correct answer ✔✔C.
The Advanced tab in Account and Settings
A client tells you they can't convert an estimate to a purchase order.
Which 2 of these might be the reason?
A. They haven't added QuickBooks Payments to their company
B. They use QuickBooks Online Simple Start or Essentials
C. They haven't enabled purchase orders in Account and Settings
D. They're not set up as Company admin
E. The estimate hasn't been sent - correct answer ✔✔B. They use QuickBooks Online Simple
Start or Essentials
C. They haven't enabled purchase orders in Account and Settings
Which feature in QuickBooks Online allows you to apply a refund to an existing or future bill?
,A. Delayed charge
B. Vendor credit
C. Delayed credit
D. Credit memo - correct answer ✔✔B. Vendor credit
How could a client move funds from a savings account into a checking account?
A. That kind of transaction can only be created and recorded by an accountant via Accountant
Tools in QuickBooks Online Accountant
B. By using the Transfer feature by selecting + New, then Transfer, and entering the details
C. By using the Receive payment feature by selecting + New, then Receive payment and
selecting Checking in the Deposit to field
D. By navigating to the Banking center, selecting Add transfer, and entering the details - correct
answer ✔✔B. By using the Transfer feature by selecting + New, then Transfer, and entering the
details
One of your retail clients has had a store for about 2 years and, due to demand, is hoping to
open a second store. They've asked you how much money they can afford to spend.
Which report would you suggest they use?
A. Profit and Loss report
B. Balance Sheet report
C. Expenses by Vendor Summary report
D. Accounts Payable (A/P) report - correct answer ✔✔B. Balance Sheet report
A client who pays for their QuickBooks Online subscription directly wants to upgrade their
subscription level.
Where in QuickBooks Online Accountant would you find the link to do this?
A. In the Subscriptions and billing section, on the Accountant-billed subscriptions tab
B. In the Clients menu from the left-hand navigation, under the Actions column
,C. In the Subscriptions and billing section, on the Client-billed subscriptions tab
D. In the Accountant Tools panel, under Quick Links - correct answer ✔✔C. In the Subscriptions
and billing section, on the Client-billed subscriptions tab
Your client has been using the QuickBooks Online Mileage Tracker throughout the year. It's
nearing year end and you're preparing the log for auto expense deduction.
Which 3 of the tasks below should be completed to prepare the log for auto expense
deductions at year end?
A. Look for vehicle changes (bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
C. Set the dollar rate per mile manually
D. Check the calculated mileage
E. Reconcile the Reimbursable mileage account - correct answer ✔✔A. Look for vehicle changes
(bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
D. Check the calculated mileage
Which of these statements about estimates in QuickBooks Online Plus and Advanced are true?
Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - correct answer ✔✔B & D
Which billing options allow clients to pay their QuickBooks Online subscription fees directly
themselves? Select all that apply.
A. ProAdvisor discount
B. Revenue share
, C. Direct discount
D. Only clients who sign up for QuickBooks Online themselves are billed directly - correct
answer ✔✔B & C
Which of the following are benefits of using QuickBooks Time? Select all that apply.
A. It offers easy access to timesheets anywhere
B. It automates the 1099 filing process
C. It allows administrators to schedule the work of the business
D. It offers specific time-related reports
E. It allows employees to manage each other's timesheets - correct answer ✔✔A, C, D
Which option from the left-hand navigation would you select to locate the Client onboarding
template?
A. Apps
B. Work
C. Team
D. ProAdvisor - correct answer ✔✔B. Work
Which of the following options is NOT true regarding editing a chart of accounts?
A. Account numbers can be up to 20 digits long
B. All transactions are deleted from an account if you make it inactive
C. Merging accounts isn't possible for all account types
D. You can make an account active once it has been made inactive - correct answer ✔✔B. All
transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that apply.
A. Customer types, then select Import customers
Resource
Which 2 QuickBooks Online billing options include a discount on QuickBooks Time?
A. ProAdvisor discount
B. Direct discount
C. Revenue share - correct answer ✔✔A. ProAdvisor discount
B. Direct discount
Where would you go to enable account numbering in the chart of accounts?
A. The Chart of accounts tab in Account and Settings
B. The Customization option from Accountant Tools
C. The Advanced tab in Account and Settings
D. The Enable account numbers slider from the Chart of Accounts screen - correct answer ✔✔C.
The Advanced tab in Account and Settings
A client tells you they can't convert an estimate to a purchase order.
Which 2 of these might be the reason?
A. They haven't added QuickBooks Payments to their company
B. They use QuickBooks Online Simple Start or Essentials
C. They haven't enabled purchase orders in Account and Settings
D. They're not set up as Company admin
E. The estimate hasn't been sent - correct answer ✔✔B. They use QuickBooks Online Simple
Start or Essentials
C. They haven't enabled purchase orders in Account and Settings
Which feature in QuickBooks Online allows you to apply a refund to an existing or future bill?
,A. Delayed charge
B. Vendor credit
C. Delayed credit
D. Credit memo - correct answer ✔✔B. Vendor credit
How could a client move funds from a savings account into a checking account?
A. That kind of transaction can only be created and recorded by an accountant via Accountant
Tools in QuickBooks Online Accountant
B. By using the Transfer feature by selecting + New, then Transfer, and entering the details
C. By using the Receive payment feature by selecting + New, then Receive payment and
selecting Checking in the Deposit to field
D. By navigating to the Banking center, selecting Add transfer, and entering the details - correct
answer ✔✔B. By using the Transfer feature by selecting + New, then Transfer, and entering the
details
One of your retail clients has had a store for about 2 years and, due to demand, is hoping to
open a second store. They've asked you how much money they can afford to spend.
Which report would you suggest they use?
A. Profit and Loss report
B. Balance Sheet report
C. Expenses by Vendor Summary report
D. Accounts Payable (A/P) report - correct answer ✔✔B. Balance Sheet report
A client who pays for their QuickBooks Online subscription directly wants to upgrade their
subscription level.
Where in QuickBooks Online Accountant would you find the link to do this?
A. In the Subscriptions and billing section, on the Accountant-billed subscriptions tab
B. In the Clients menu from the left-hand navigation, under the Actions column
,C. In the Subscriptions and billing section, on the Client-billed subscriptions tab
D. In the Accountant Tools panel, under Quick Links - correct answer ✔✔C. In the Subscriptions
and billing section, on the Client-billed subscriptions tab
Your client has been using the QuickBooks Online Mileage Tracker throughout the year. It's
nearing year end and you're preparing the log for auto expense deduction.
Which 3 of the tasks below should be completed to prepare the log for auto expense
deductions at year end?
A. Look for vehicle changes (bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
C. Set the dollar rate per mile manually
D. Check the calculated mileage
E. Reconcile the Reimbursable mileage account - correct answer ✔✔A. Look for vehicle changes
(bought or sold)
B. View all the recorded trips, ensuring none are left unreviewed
D. Check the calculated mileage
Which of these statements about estimates in QuickBooks Online Plus and Advanced are true?
Select all that apply.
A. Estimates are posting transactions
B. Estimate data can be used to create a purchase order
C. Estimate data can be used to create a vendor credit
D. Estimate data can be used to create an invoice - correct answer ✔✔B & D
Which billing options allow clients to pay their QuickBooks Online subscription fees directly
themselves? Select all that apply.
A. ProAdvisor discount
B. Revenue share
, C. Direct discount
D. Only clients who sign up for QuickBooks Online themselves are billed directly - correct
answer ✔✔B & C
Which of the following are benefits of using QuickBooks Time? Select all that apply.
A. It offers easy access to timesheets anywhere
B. It automates the 1099 filing process
C. It allows administrators to schedule the work of the business
D. It offers specific time-related reports
E. It allows employees to manage each other's timesheets - correct answer ✔✔A, C, D
Which option from the left-hand navigation would you select to locate the Client onboarding
template?
A. Apps
B. Work
C. Team
D. ProAdvisor - correct answer ✔✔B. Work
Which of the following options is NOT true regarding editing a chart of accounts?
A. Account numbers can be up to 20 digits long
B. All transactions are deleted from an account if you make it inactive
C. Merging accounts isn't possible for all account types
D. You can make an account active once it has been made inactive - correct answer ✔✔B. All
transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that apply.
A. Customer types, then select Import customers
