QuickBooks Online Certification – Advising Clients (2026 Updated) Practice
Questions, Case Scenarios & Study Guide
A new client has asked you to review their QuickBooks Online company, which was set up by
their previous bookkeeper. You start by looking at the Client Overview screen.
If QuickBooks Online was set up correctly, what figure should you expect to see in the Opening
balance equity account balance?
A. The current total of the balances in all the Banking accounts that the client has connected to
QuickBooks Online
B. The ending balance from the previous reconciliation of the Opening balance equity account
C. A balance of zero - ANS ✔✔
For clients with a QuickBooks Online Plus account, what's the maximum number of billable
users?
1
3
5
25 - ANS ✔✔5
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend?
A Self-Employed
Questions, Case Scenarios & Study Guide
A new client has asked you to review their QuickBooks Online company, which was set up by
their previous bookkeeper. You start by looking at the Client Overview screen.
If QuickBooks Online was set up correctly, what figure should you expect to see in the Opening
balance equity account balance?
A. The current total of the balances in all the Banking accounts that the client has connected to
QuickBooks Online
B. The ending balance from the previous reconciliation of the Opening balance equity account
C. A balance of zero - ANS ✔✔
For clients with a QuickBooks Online Plus account, what's the maximum number of billable
users?
1
3
5
25 - ANS ✔✔5
Your client needs a QuickBooks Online solution that includes tracking for:
Sales
Sales tax
Inventory
What is the minimum subscription level in QuickBooks Online you would recommend?
A Self-Employed