1 | Page
QUICKBOOKS PROADVISOR
CERTIFICATION PREP 2026/2027
ACTUAL QUESTIONS WITH
VERIFIED ANSWERS.
When are 2 times you might use the Setup screen in the Books
review feature? - ANSWER-When changing chart of account
names
When making adjustments to balance sheet account balances
during the clean up process
Your client wants to know if their future revenues and expenses
will support them in adding a new product line. You are
recommending that they set a budget.
For which 3 of the following accounts can they set a budget?
Petty Cash
Sales Income
Cost of Goods Sold
Travel Expense
Accumulated Depreciation
Inventory - ANSWER-
,2 | Page
Your client needs a QuickBooks Online solution that includes
tracking for:
Sales
Sales tax
Inventory - ANSWER-Plus
Can users with the right permissions in a client-paid
subscription add QuickBooks Online Payroll or QuickBooks
Time to their QuickBooks Online company? - ANSWER-Yes, by
going to the Billing & subscription section in Account and
Settings
You need to add a gift basket with a collection of beauty
products to your client's list of products and services.
Which item type would you assign this to in QuickBooks
Online? - ANSWER-Bundle
Which 3 of these can a Company admin user do in QuickBooks
Online?
Change their user level to Primary admin
Add new Primary admin users
Change the QuickBooks Online subscription
,3 | Page
Manage existing users
Access the client's other products, such as QuickBooks Payroll
and QuickBooks Payments - ANSWER-Access the client's
other products, such as QuickBooks Payroll and QuickBooks
Payments
Change the QuickBooks Online subscription
Manage existing users
Where would you go to view a list of customer statements sent
out in the current month? - ANSWER-Reports center >
Statement List report
What 4 pieces of information does QuickBooks Online with
Automated sales tax use to calculate sales tax on an invoice?
The customer's payment terms
The customer's sales tax status
The quantity of the product or service still on hand
The tax category for the product or service
The location of the sale
The state where the company's registered - ANSWER-The
customer's sales tax status
The tax category for the product or service
The location of the sale
The state where the company's registered
, 4 | Page
Which 3 of these statements are true about the "Forward from
email" option?
Users can only include one bill or receipt in one email
Multiple users can forward bills and receipts to the same
custom email address
There's only one custom email address per QuickBooks Online
company that can be used to receive bills and receipts
Only PDF-format bills and receipts can be forwarded
Only company users with at least standard access with vendor
permission can forward bills to the custom email address -
ANSWER-Only company users with at least standard access
with vendor permission can forward bills to the custom email
address
Multiple users can forward bills and receipts to the same
custom email address
There's only one custom email address per QuickBooks Online
company that can be used to receive bills and receipts
Which 2 of these common issues does the Pay down credit
card feature help to resolve?
Duplicate entries
QUICKBOOKS PROADVISOR
CERTIFICATION PREP 2026/2027
ACTUAL QUESTIONS WITH
VERIFIED ANSWERS.
When are 2 times you might use the Setup screen in the Books
review feature? - ANSWER-When changing chart of account
names
When making adjustments to balance sheet account balances
during the clean up process
Your client wants to know if their future revenues and expenses
will support them in adding a new product line. You are
recommending that they set a budget.
For which 3 of the following accounts can they set a budget?
Petty Cash
Sales Income
Cost of Goods Sold
Travel Expense
Accumulated Depreciation
Inventory - ANSWER-
,2 | Page
Your client needs a QuickBooks Online solution that includes
tracking for:
Sales
Sales tax
Inventory - ANSWER-Plus
Can users with the right permissions in a client-paid
subscription add QuickBooks Online Payroll or QuickBooks
Time to their QuickBooks Online company? - ANSWER-Yes, by
going to the Billing & subscription section in Account and
Settings
You need to add a gift basket with a collection of beauty
products to your client's list of products and services.
Which item type would you assign this to in QuickBooks
Online? - ANSWER-Bundle
Which 3 of these can a Company admin user do in QuickBooks
Online?
Change their user level to Primary admin
Add new Primary admin users
Change the QuickBooks Online subscription
,3 | Page
Manage existing users
Access the client's other products, such as QuickBooks Payroll
and QuickBooks Payments - ANSWER-Access the client's
other products, such as QuickBooks Payroll and QuickBooks
Payments
Change the QuickBooks Online subscription
Manage existing users
Where would you go to view a list of customer statements sent
out in the current month? - ANSWER-Reports center >
Statement List report
What 4 pieces of information does QuickBooks Online with
Automated sales tax use to calculate sales tax on an invoice?
The customer's payment terms
The customer's sales tax status
The quantity of the product or service still on hand
The tax category for the product or service
The location of the sale
The state where the company's registered - ANSWER-The
customer's sales tax status
The tax category for the product or service
The location of the sale
The state where the company's registered
, 4 | Page
Which 3 of these statements are true about the "Forward from
email" option?
Users can only include one bill or receipt in one email
Multiple users can forward bills and receipts to the same
custom email address
There's only one custom email address per QuickBooks Online
company that can be used to receive bills and receipts
Only PDF-format bills and receipts can be forwarded
Only company users with at least standard access with vendor
permission can forward bills to the custom email address -
ANSWER-Only company users with at least standard access
with vendor permission can forward bills to the custom email
address
Multiple users can forward bills and receipts to the same
custom email address
There's only one custom email address per QuickBooks Online
company that can be used to receive bills and receipts
Which 2 of these common issues does the Pay down credit
card feature help to resolve?
Duplicate entries
