Question 1
Which 4 of these tabs appear in the Customer information screen?
ANSWER
Notes
Attachments
Additional info
Address
Language
Tax Info
Payments and Billing
Question 2
Which field is required when importing vendors?
ANSWER
Vendor Name
Question 3
Bertha Fox, one of your long-time clients, calls and asks how to track payments made to
1099 vendors.
ANSWER
Check Track payments for 1099 in the Vendor Information screen
1
, Question 4
What connection method eliminates the need to provide a bank user name and password
after the initial setup process?
ANSWER
OAuth
Question 5
One of your clients was notified that their email was compromised and they need to update
all of their banking passwords.
Where should they go to update their bank info in QuickBooks Online?
ANSWER
Banking Center > Banking tab > Select account tile > Pencil icon > Edit sign-in info
Question 6
When first setting up Sales tax for a client, what information will be prepopulated?
ANSWER
Business address
Question 7
Where does the client initiate the setup of QuickBooks Payments?
ANSWER
Gear icon > Account and settings > Payments
2
Which 4 of these tabs appear in the Customer information screen?
ANSWER
Notes
Attachments
Additional info
Address
Language
Tax Info
Payments and Billing
Question 2
Which field is required when importing vendors?
ANSWER
Vendor Name
Question 3
Bertha Fox, one of your long-time clients, calls and asks how to track payments made to
1099 vendors.
ANSWER
Check Track payments for 1099 in the Vendor Information screen
1
, Question 4
What connection method eliminates the need to provide a bank user name and password
after the initial setup process?
ANSWER
OAuth
Question 5
One of your clients was notified that their email was compromised and they need to update
all of their banking passwords.
Where should they go to update their bank info in QuickBooks Online?
ANSWER
Banking Center > Banking tab > Select account tile > Pencil icon > Edit sign-in info
Question 6
When first setting up Sales tax for a client, what information will be prepopulated?
ANSWER
Business address
Question 7
Where does the client initiate the setup of QuickBooks Payments?
ANSWER
Gear icon > Account and settings > Payments
2
