QuickBooks Online Certification Exam 2026: Comprehensive
Professional Certification Practice Examination — Bookkeeping,
Company Setup, Invoicing, Expenses, Banking, Bank Reconciliation,
Payroll, Reporting, Tax Management & QuickBooks Workflows —
190 Multiple-Choice Questions with Answers & Detailed Rationales
SECTION 1: GETTING STARTED & COMPANY SETUP (Questions 1–38)
Question 1
A new client wants to use QuickBooks Online to track both inventory and purchase orders.
Which subscription level would support these features?
A. Simple Start
B. Essentials
C. Plus
D. Self-Employed
Correct Answer: C
Explanation: Inventory tracking and purchase orders are exclusively available in QuickBooks
Online Plus and Advanced, making Plus the correct choice for these advanced needs.
Question 2
Where can a user enable account numbers in the chart of accounts?
A. The Enable account numbers slider from the Chart of Accounts screen
B. The Customization option from Accountant Tools
C. The Chart of accounts tab in Account and Settings
,D. The Advanced tab in Account and Settings
Correct Answer: D
Explanation: Account numbers are enabled through the Advanced tab in Account and
Settings, where users can toggle this preference for the chart of accounts.
Question 3
A client complains that their chart of accounts contains too many accounts, making selection
difficult during transaction entry. Which two actions would effectively reduce the number of
visible accounts without losing historical data?
A. Export accounts and delete unused accounts
B. Make accounts inactive and merge duplicate accounts
C. Make subaccounts and delete the chart of accounts
D. Merge duplicate accounts and export accounts
Correct Answer: B
Explanation: Making accounts inactive hides them from selection lists while preserving data,
and merging duplicates consolidates accounts, both reducing clutter effectively.
Question 4
When would merging accounts be the recommended approach for a client?
A. When the client wants to change an expense account to an asset account
B. When duplicate accounts have been created
,C. When the client assigned the incorrect detail type to the account
D. When the client asks if they can put everything in one account
Correct Answer: B
Explanation: Merging accounts is specifically designed to combine duplicate accounts that
serve the same purpose, preserving transaction history under one account.
Question 5
Which four list types can be directly imported into QuickBooks Online from Excel?
A. Recurring transactions, Locations, Vendors, Classes
B. Vendors, Customers, Chart of accounts, Products and Services
C. Classes, Locations, Recurring transactions, Customers
D. Chart of accounts, Classes, Locations, Recurring transactions
Correct Answer: B
Explanation: QuickBooks Online supports direct import for Vendors, Customers, Chart of
accounts, and Products and Services lists via Excel templates.
Question 6
A client has contacted you because they cannot add a product/service to their invoice.
Which setting might be preventing this action?
A. They have turned off the setting to track quantity and price/rate
B. They have turned off the setting to show product/service column on sales forms
, C. They do not have permission to add products or services to invoices
D. No products or services have been set up
Correct Answer: B
Explanation: If the product/service column is disabled in sales form settings, users cannot
add items to invoices regardless of their permissions.
Question 7
What does QuickBooks Online do if you try to import a customer that already exists in the
company?
A. It adds a duplicate item
B. It prompts you to modify or not import the name
C. It ignores the name
D. It overwrites what is already there
Correct Answer: B
Explanation: QuickBooks Online prompts users to decide whether to modify the existing
record or skip importing the duplicate name.
Question 8
A client needs to track expenses by department and location. Which two features would
provide this capability?
A. Classes and Locations
Professional Certification Practice Examination — Bookkeeping,
Company Setup, Invoicing, Expenses, Banking, Bank Reconciliation,
Payroll, Reporting, Tax Management & QuickBooks Workflows —
190 Multiple-Choice Questions with Answers & Detailed Rationales
SECTION 1: GETTING STARTED & COMPANY SETUP (Questions 1–38)
Question 1
A new client wants to use QuickBooks Online to track both inventory and purchase orders.
Which subscription level would support these features?
A. Simple Start
B. Essentials
C. Plus
D. Self-Employed
Correct Answer: C
Explanation: Inventory tracking and purchase orders are exclusively available in QuickBooks
Online Plus and Advanced, making Plus the correct choice for these advanced needs.
Question 2
Where can a user enable account numbers in the chart of accounts?
A. The Enable account numbers slider from the Chart of Accounts screen
B. The Customization option from Accountant Tools
C. The Chart of accounts tab in Account and Settings
,D. The Advanced tab in Account and Settings
Correct Answer: D
Explanation: Account numbers are enabled through the Advanced tab in Account and
Settings, where users can toggle this preference for the chart of accounts.
Question 3
A client complains that their chart of accounts contains too many accounts, making selection
difficult during transaction entry. Which two actions would effectively reduce the number of
visible accounts without losing historical data?
A. Export accounts and delete unused accounts
B. Make accounts inactive and merge duplicate accounts
C. Make subaccounts and delete the chart of accounts
D. Merge duplicate accounts and export accounts
Correct Answer: B
Explanation: Making accounts inactive hides them from selection lists while preserving data,
and merging duplicates consolidates accounts, both reducing clutter effectively.
Question 4
When would merging accounts be the recommended approach for a client?
A. When the client wants to change an expense account to an asset account
B. When duplicate accounts have been created
,C. When the client assigned the incorrect detail type to the account
D. When the client asks if they can put everything in one account
Correct Answer: B
Explanation: Merging accounts is specifically designed to combine duplicate accounts that
serve the same purpose, preserving transaction history under one account.
Question 5
Which four list types can be directly imported into QuickBooks Online from Excel?
A. Recurring transactions, Locations, Vendors, Classes
B. Vendors, Customers, Chart of accounts, Products and Services
C. Classes, Locations, Recurring transactions, Customers
D. Chart of accounts, Classes, Locations, Recurring transactions
Correct Answer: B
Explanation: QuickBooks Online supports direct import for Vendors, Customers, Chart of
accounts, and Products and Services lists via Excel templates.
Question 6
A client has contacted you because they cannot add a product/service to their invoice.
Which setting might be preventing this action?
A. They have turned off the setting to track quantity and price/rate
B. They have turned off the setting to show product/service column on sales forms
, C. They do not have permission to add products or services to invoices
D. No products or services have been set up
Correct Answer: B
Explanation: If the product/service column is disabled in sales form settings, users cannot
add items to invoices regardless of their permissions.
Question 7
What does QuickBooks Online do if you try to import a customer that already exists in the
company?
A. It adds a duplicate item
B. It prompts you to modify or not import the name
C. It ignores the name
D. It overwrites what is already there
Correct Answer: B
Explanation: QuickBooks Online prompts users to decide whether to modify the existing
record or skip importing the duplicate name.
Question 8
A client needs to track expenses by department and location. Which two features would
provide this capability?
A. Classes and Locations
