QuickBooks Online Certification - 2026/2027 Official Exam EXAM
OBJECTIVE ASSESSMENT - EXAM
QuickBooks Online
Certification Exam
Questions & Answers
2026/2027 Update - A+ Verified - Grade A Study Guide
2026/2027 Official Exam - Intermediate Certification
A+ VERIFIED 2026/2027 75%
GRADE A EDITION PASSING SCORE
GRADE A STUDY GUIDE
Comprehensive QuickBooks Online Certification review covering navigation,
sales, expenses, banking, payroll, and reporting domains.
All answers verified for accuracy. Designed for intermediate certification candidates.
COVER PAGE - 1
,QuickBooks Online Certification Exam Questions and Answers 2026/2027 A+ Verified - Grade A Study Guide - 2026/2027 Official Exam
SECTIONS COVERED QuickBooks Online Certification Exam 2026/2027
This exam contains five sections covering the core domains of QuickBooks Online certification. Each section
addresses distinct competencies.
1 Section 1: Navigation, Setup & Company Configuration Q1-Q10 | 10 Questions
2 Section 2: Sales & Customers (Invoicing, Receipts, A/R) Q11-Q20 | 10 Questions
3 Section 3: Expenses & Vendors (Bills, Payments, A/P) Q21-Q30 | 10 Questions
4 Section 4: Banking, Reconciliation & Payroll Q31-Q40 | 10 Questions
5 Section 5: Reporting, Taxes & Year-End Procedures Q41-Q50 | 10 Questions
Section 1: Navigation, Setup & Company Configuration Questions 1-10 | 10 Questions
Q1 Section 1 MULTIPLE CHOICE
A small business owner just signed up for a new QuickBooks Online subscription and wants to import the existing
chart of accounts from a desktop file. The owner asks the bookkeeper which feature supports this task. What
should the bookkeeper recommend as the most direct method?
Use the Import Data tool under Settings to upload a CSV file of the chart of accounts.
A
Manually re-create every account one at a time from the Sales tab.
B
Export the desktop list to PDF and email it to QuickBooks support for conversion.
C
Use the Bank Feeds import function to auto-generate accounts from transactions.
D
Correct Answer: A. Use the Import Data tool under Settings to upload a CSV file of the chart of accounts.
Rationale:
The Import Data tool in Settings (gear icon) accepts a properly formatted CSV file of the chart of accounts and is the
supported migration path. Manual re-entry is error-prone, PDFs cannot be parsed, and bank feeds do not create
accounts from transactions.
QuickBooks Online Certification Exam 2026/2027 Page 2
, QuickBooks Online Certification Exam Questions and Answers 2026/2027 A+ Verified - Grade A Study Guide - 2026/2027 Official Exam
Q2 Section 1 MULTIPLE CHOICE
A bookkeeper is setting up a new client in QuickBooks Online Plus and needs to enable location and class
tracking for a multi-department business. The client wants reports broken out by department. Where in
QuickBooks Online should the bookkeeper enable these features?
Enable Categories (Classes and Locations) under Account and Settings, Advanced section.
A
Enable them through the App Store by installing the Departments add-on.
B
Configure them in the Reports center after running the first Profit and Loss report.
C
Turn them on in the Payroll settings tab after activating a payroll subscription.
D
Correct Answer: B. Enable them through the App Store by installing the Departments add-on.
Rationale:
Class and location tracking are enabled under Settings > Account and Settings > Advanced > Categories. They are
built into Plus and Advanced plans, not an app. Reports cannot enable them, and they are independent of payroll.
Q3 Section 1 MULTIPLE CHOICE
An accounting firm needs to manage five separate QuickBooks Online client companies from a single sign-in. The
firm wants to switch between client files without logging out. Which feature is designed for this workflow?
Use the QuickBooks Online Accountant firm dashboard and client list to switch between files.
A
Open each client file in a different browser and sign in separately each time.
B
Use the Bank Feeds dashboard to cycle through connected client accounts.
C
Email QuickBooks support to request a manual file rotation script.
D
Correct Answer: C. Use the Bank Feeds dashboard to cycle through connected client accounts.
Rationale:
QuickBooks Online Accountant provides a firm dashboard where accountants can access and switch between all client
companies with one sign-in. Multiple browser sessions are unnecessary, bank feeds are account-level only, and no
support script is needed.
QuickBooks Online Certification Exam 2026/2027 Page 3
OBJECTIVE ASSESSMENT - EXAM
QuickBooks Online
Certification Exam
Questions & Answers
2026/2027 Update - A+ Verified - Grade A Study Guide
2026/2027 Official Exam - Intermediate Certification
A+ VERIFIED 2026/2027 75%
GRADE A EDITION PASSING SCORE
GRADE A STUDY GUIDE
Comprehensive QuickBooks Online Certification review covering navigation,
sales, expenses, banking, payroll, and reporting domains.
All answers verified for accuracy. Designed for intermediate certification candidates.
COVER PAGE - 1
,QuickBooks Online Certification Exam Questions and Answers 2026/2027 A+ Verified - Grade A Study Guide - 2026/2027 Official Exam
SECTIONS COVERED QuickBooks Online Certification Exam 2026/2027
This exam contains five sections covering the core domains of QuickBooks Online certification. Each section
addresses distinct competencies.
1 Section 1: Navigation, Setup & Company Configuration Q1-Q10 | 10 Questions
2 Section 2: Sales & Customers (Invoicing, Receipts, A/R) Q11-Q20 | 10 Questions
3 Section 3: Expenses & Vendors (Bills, Payments, A/P) Q21-Q30 | 10 Questions
4 Section 4: Banking, Reconciliation & Payroll Q31-Q40 | 10 Questions
5 Section 5: Reporting, Taxes & Year-End Procedures Q41-Q50 | 10 Questions
Section 1: Navigation, Setup & Company Configuration Questions 1-10 | 10 Questions
Q1 Section 1 MULTIPLE CHOICE
A small business owner just signed up for a new QuickBooks Online subscription and wants to import the existing
chart of accounts from a desktop file. The owner asks the bookkeeper which feature supports this task. What
should the bookkeeper recommend as the most direct method?
Use the Import Data tool under Settings to upload a CSV file of the chart of accounts.
A
Manually re-create every account one at a time from the Sales tab.
B
Export the desktop list to PDF and email it to QuickBooks support for conversion.
C
Use the Bank Feeds import function to auto-generate accounts from transactions.
D
Correct Answer: A. Use the Import Data tool under Settings to upload a CSV file of the chart of accounts.
Rationale:
The Import Data tool in Settings (gear icon) accepts a properly formatted CSV file of the chart of accounts and is the
supported migration path. Manual re-entry is error-prone, PDFs cannot be parsed, and bank feeds do not create
accounts from transactions.
QuickBooks Online Certification Exam 2026/2027 Page 2
, QuickBooks Online Certification Exam Questions and Answers 2026/2027 A+ Verified - Grade A Study Guide - 2026/2027 Official Exam
Q2 Section 1 MULTIPLE CHOICE
A bookkeeper is setting up a new client in QuickBooks Online Plus and needs to enable location and class
tracking for a multi-department business. The client wants reports broken out by department. Where in
QuickBooks Online should the bookkeeper enable these features?
Enable Categories (Classes and Locations) under Account and Settings, Advanced section.
A
Enable them through the App Store by installing the Departments add-on.
B
Configure them in the Reports center after running the first Profit and Loss report.
C
Turn them on in the Payroll settings tab after activating a payroll subscription.
D
Correct Answer: B. Enable them through the App Store by installing the Departments add-on.
Rationale:
Class and location tracking are enabled under Settings > Account and Settings > Advanced > Categories. They are
built into Plus and Advanced plans, not an app. Reports cannot enable them, and they are independent of payroll.
Q3 Section 1 MULTIPLE CHOICE
An accounting firm needs to manage five separate QuickBooks Online client companies from a single sign-in. The
firm wants to switch between client files without logging out. Which feature is designed for this workflow?
Use the QuickBooks Online Accountant firm dashboard and client list to switch between files.
A
Open each client file in a different browser and sign in separately each time.
B
Use the Bank Feeds dashboard to cycle through connected client accounts.
C
Email QuickBooks support to request a manual file rotation script.
D
Correct Answer: C. Use the Bank Feeds dashboard to cycle through connected client accounts.
Rationale:
QuickBooks Online Accountant provides a firm dashboard where accountants can access and switch between all client
companies with one sign-in. Multiple browser sessions are unnecessary, bank feeds are account-level only, and no
support script is needed.
QuickBooks Online Certification Exam 2026/2027 Page 3
