Question 1
How does having a good understanding of the solutions available benefit you as a
ProAdvisor?
ANSWER
- It will help you advise clients on the best solution for their businesses
- It will help you demonstrate your industry expertise
- It will help you engage with clients already using these products
Question 2
The client list is split into four tabs:
ANSWER
Overview
Bookkeeping
Payroll
Multi-entity
Question 3
From QuickBooks Online Accountant, what's the quickest way of seeing what QuickBooks
plan a client has?
ANSWER
Hovering over the QB icon next to a client's name will show you their QuickBooks plans.
1
,Question 4
When you sign into QuickBooks Online Accountant you'll see a list of clients.
Which of the following statements about the client list are true?
- The Payroll tab only shows clients which have QuickBooks Payroll subscriptions
- You'll see all the firm's clients, but can only access the QuickBooks accounts if you have
been given permission
- You'll only see clients you've been given access to
- Only clients with active QuickBooks Online subscriptions will appear in the Overview tab of
the client list
ANSWER
- The Payroll tab only shows clients which have QuickBooks Payroll subscriptions
- You'll only see clients you've been given access to
Question 5
As an accounting pro, you have access to tools within QuickBooks that your clients don't.
Which of these will step you through the most common period-end tasks to help ensure
your clients' accounts are complete and accurate?
ANSWER
Books review
Question 6
The chart of accounts is the backbone of QuickBooks.
Which of the following statements about it are TRUE?
ANSWER
-Asset, liability, and equity accounts appear on the balance sheet, all other accounts appear
on the profit and loss statement
2
,-The number of accounts you can create in a client's chart of accounts depends on their
QuickBooks plan
Question 7
A ProAdvisor is talking to a potential new client about working together. How could an
understanding of the QuickBooks and Intuit solutions help the ProAdvisor in this
conversation?
ANSWER
Question 8
Which Intuit solution can be connected to QuickBooks Online and synced with customer and
order data to create and support marketing for a client's business?
ANSWER
Mailchimp
Question 9
Why is it best to access your clients' QuickBooks accounts through QuickBooks Online
Accountant?
ANSWER
Question 10
Which of these features of QuickBooks is NOT an accounting-pro only feature?
ANSWER
3
, Question 11
Which of the centers in QuickBooks Online allows your client to connect their bank accounts
to QuickBooks, and is where you can see a bank feed from connected accounts?
ANSWER
Question 12
Which item type in the Product and service list should you select for items that are bought
and sold and whose quantities on hand are not tracked?
ANSWER
-Non-inventory
Question 13
Which of the following statements about managing customers are TRUE?
ANSWER
-Multiple customers can be added via .csv file
-If you inactivate a customer with an outstanding balance, QuickBooks will create an
adjusting transaction to zero out the balance
Question 14
Copying to a purchase order:
ANSWER
4
How does having a good understanding of the solutions available benefit you as a
ProAdvisor?
ANSWER
- It will help you advise clients on the best solution for their businesses
- It will help you demonstrate your industry expertise
- It will help you engage with clients already using these products
Question 2
The client list is split into four tabs:
ANSWER
Overview
Bookkeeping
Payroll
Multi-entity
Question 3
From QuickBooks Online Accountant, what's the quickest way of seeing what QuickBooks
plan a client has?
ANSWER
Hovering over the QB icon next to a client's name will show you their QuickBooks plans.
1
,Question 4
When you sign into QuickBooks Online Accountant you'll see a list of clients.
Which of the following statements about the client list are true?
- The Payroll tab only shows clients which have QuickBooks Payroll subscriptions
- You'll see all the firm's clients, but can only access the QuickBooks accounts if you have
been given permission
- You'll only see clients you've been given access to
- Only clients with active QuickBooks Online subscriptions will appear in the Overview tab of
the client list
ANSWER
- The Payroll tab only shows clients which have QuickBooks Payroll subscriptions
- You'll only see clients you've been given access to
Question 5
As an accounting pro, you have access to tools within QuickBooks that your clients don't.
Which of these will step you through the most common period-end tasks to help ensure
your clients' accounts are complete and accurate?
ANSWER
Books review
Question 6
The chart of accounts is the backbone of QuickBooks.
Which of the following statements about it are TRUE?
ANSWER
-Asset, liability, and equity accounts appear on the balance sheet, all other accounts appear
on the profit and loss statement
2
,-The number of accounts you can create in a client's chart of accounts depends on their
QuickBooks plan
Question 7
A ProAdvisor is talking to a potential new client about working together. How could an
understanding of the QuickBooks and Intuit solutions help the ProAdvisor in this
conversation?
ANSWER
Question 8
Which Intuit solution can be connected to QuickBooks Online and synced with customer and
order data to create and support marketing for a client's business?
ANSWER
Mailchimp
Question 9
Why is it best to access your clients' QuickBooks accounts through QuickBooks Online
Accountant?
ANSWER
Question 10
Which of these features of QuickBooks is NOT an accounting-pro only feature?
ANSWER
3
, Question 11
Which of the centers in QuickBooks Online allows your client to connect their bank accounts
to QuickBooks, and is where you can see a bank feed from connected accounts?
ANSWER
Question 12
Which item type in the Product and service list should you select for items that are bought
and sold and whose quantities on hand are not tracked?
ANSWER
-Non-inventory
Question 13
Which of the following statements about managing customers are TRUE?
ANSWER
-Multiple customers can be added via .csv file
-If you inactivate a customer with an outstanding balance, QuickBooks will create an
adjusting transaction to zero out the balance
Question 14
Copying to a purchase order:
ANSWER
4
