QUICKBOOKS ONLINE CERTIFICATION 2026
QUESTIONS AND ANSWERS SURE A+
✔✔Which is not a way you can access the Reconcile screen in QuickBooks Online? -
✔✔Banking Center > Reconcile
✔✔Where would you find the Audit Log in the Reports Center? - ✔✔All Reports >
Business Overview
✔✔Your client wants to automatically send reports to their board of directors. How can
they set this up? - ✔✔Save reports to Group; edit group/set email schedule
✔✔Which of the following is an advantage of saving Custom Reports? - ✔✔The ability
to add the custom reports to a group and have them automatically emailed
✔✔Which of the following reports are only available to Accountant users? -
✔✔Adjusting Journal Entries
✔✔Where can you find a visual representation of some of the company's key financial
indicators? - ✔✔Company Snapshot
✔✔Stuart would like to find an app that his outside sales reps can enter estimates into
because he doesn't want them to have access to QuickBooks Online and his sensitive
, financial information. Which statement benefit of using Intuit approved apps is Stuart
looking to employ? - ✔✔Security/separation of duties
✔✔Which of the following statements regarding App subscriptions for QuickBooks
Online is accurate? - ✔✔To add an app, from QBO, click Apps link on left-side menu,
search for app, and try it free
✔✔How does your client integrate a 3rd party app with your QuickBooks Online
account? - ✔✔Apps menu > Find App > Get App Now
✔✔Which of the following is not an app that is offered by Intuit as an add-on product? -
✔✔QuickBooks Enterprise Solutions
✔✔The QuickBooks Online __________________ allows developers to connect their
apps to QuickBooks and send data back and forth between them. - ✔✔Open API
platform
✔✔How do you log in to QuickBooks Online Accountant? - ✔✔Enter your Intuit ID at
qbo.intuit.com
✔✔Which of the following is information found in the Client Details screen? - ✔✔Current
account balances
✔✔Which of the following is an accurate statement about the Your Books section in
QuickBooks Online Accountant? - ✔✔It is a QBO Plus company
✔✔What is one option for creating a new QuickBooks Online Accountant firm? - ✔✔Be
invited as the accountant user from a QuickBooks Online company
✔✔Which of the following summary information of activity from clients' QBO companies
can be found in the Client list grid in QuickBooks Online Accountant? - ✔✔Close Date
✔✔Basic access grants which of the following permissions to team users? - ✔✔View-
only access to firm information
✔✔Which of the following lists is the same in both Your Books and QuickBooks Online
Accountant? - ✔✔Customers
✔✔Where do you manage wholesale billing for the QBOA firm? - ✔✔Gear Icon> Your
Account
QUESTIONS AND ANSWERS SURE A+
✔✔Which is not a way you can access the Reconcile screen in QuickBooks Online? -
✔✔Banking Center > Reconcile
✔✔Where would you find the Audit Log in the Reports Center? - ✔✔All Reports >
Business Overview
✔✔Your client wants to automatically send reports to their board of directors. How can
they set this up? - ✔✔Save reports to Group; edit group/set email schedule
✔✔Which of the following is an advantage of saving Custom Reports? - ✔✔The ability
to add the custom reports to a group and have them automatically emailed
✔✔Which of the following reports are only available to Accountant users? -
✔✔Adjusting Journal Entries
✔✔Where can you find a visual representation of some of the company's key financial
indicators? - ✔✔Company Snapshot
✔✔Stuart would like to find an app that his outside sales reps can enter estimates into
because he doesn't want them to have access to QuickBooks Online and his sensitive
, financial information. Which statement benefit of using Intuit approved apps is Stuart
looking to employ? - ✔✔Security/separation of duties
✔✔Which of the following statements regarding App subscriptions for QuickBooks
Online is accurate? - ✔✔To add an app, from QBO, click Apps link on left-side menu,
search for app, and try it free
✔✔How does your client integrate a 3rd party app with your QuickBooks Online
account? - ✔✔Apps menu > Find App > Get App Now
✔✔Which of the following is not an app that is offered by Intuit as an add-on product? -
✔✔QuickBooks Enterprise Solutions
✔✔The QuickBooks Online __________________ allows developers to connect their
apps to QuickBooks and send data back and forth between them. - ✔✔Open API
platform
✔✔How do you log in to QuickBooks Online Accountant? - ✔✔Enter your Intuit ID at
qbo.intuit.com
✔✔Which of the following is information found in the Client Details screen? - ✔✔Current
account balances
✔✔Which of the following is an accurate statement about the Your Books section in
QuickBooks Online Accountant? - ✔✔It is a QBO Plus company
✔✔What is one option for creating a new QuickBooks Online Accountant firm? - ✔✔Be
invited as the accountant user from a QuickBooks Online company
✔✔Which of the following summary information of activity from clients' QBO companies
can be found in the Client list grid in QuickBooks Online Accountant? - ✔✔Close Date
✔✔Basic access grants which of the following permissions to team users? - ✔✔View-
only access to firm information
✔✔Which of the following lists is the same in both Your Books and QuickBooks Online
Accountant? - ✔✔Customers
✔✔Where do you manage wholesale billing for the QBOA firm? - ✔✔Gear Icon> Your
Account
