QBO Certification Exam Prep (Answered) 302
Questions and Correct Answers , With Complete
Verified Solution. Latest Updated Fall 2024/2025.
Which of these statements about QuickBooks Online Accountant and QuickBooks Online are true?
Select all that apply.
QuickBooks Online Accountant includes features that accountants can use to manage their own practice
and books
QuickBooks Online Accountant is a portal to your clients' QuickBooks Online files
Which menu from the left-hand navigation in QuickBooks Online Accountant would you select to send
a request to a client?
Work
Where would you go to find the accountant-only features such as Prep for taxes or Write off invoices?
Accountant Tools
What's the best way to compare two reports at the same time in QuickBooks Online?
Right-click on Reports in the left-hand menu to open in a new window, and pull up the second report
there
What account type would be most appropriate for tracking a loan your client took out to buy a
delivery van?
Liabilities
Chart of accounts
If you're struggling to find the chart of accounts, you can do so by navigating to the Transactions center
from the left-hand navigation. From there, you can select the Chart of accounts tab.
Alternatively, you can select the Gear icon and select Chart of accounts from there, under the Your
Company column.
How would you best describe a product or service bundle?
A collection of products and/or services that are sold together
Which 3 of the following statements are true about QuickBooks Online Accountant?
It's where you'll find the ProAdvisor training
It is the platform through which you access your clients' QuickBooks Online files
,It allows you to manage your team
Which 2 options could you select to jump directly into a client's QuickBooks Online company?
Go to quickbooks (1)
Click on client name (4)
Click on "qb" icon in cluent listing (5)
Which of the following QuickBooks Online features is only available to accountant users and client
users with company administrative privileges?
Overview
Which web browser does Intuit recommend for the best user experience?
Google Chrome
Which of the following organizes financial transactions to allow you and your client to analyze the
business's financial data, run financial reports, and prepare for taxes?
Chart of accounts
Which of the following options is NOT true regarding editing a chart of accounts?
All transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that apply.
The Gear icon, then select Import data
The down arrow by New customer, then select Import customers
Which of the following statements about adding sub-categories to the product and services list are
correct? Select all that apply.
You can edit existing product/service items to assign them to a sub-category
You can only add up to 4 category and sub-category levels, including the parent
What should you select to remove a vendor from the list?
The Make inactive option from the dropdown in the Action column
Check answer
Continue training
One of your clients asks you to give a new employee access to QuickBooks Online. The employee will
be dealing with all aspects of the business, including payroll, but they shouldn't have any admin
privileges.
What user type should you choose when you add the employee?
,standard all access
Who can add apps to client company accounts?
Only Admin users can add apps to a company account
In which 3 ways can you customize a client's chart of accounts?
Changing names of default accounts
Numbering each account
Merging accounts
If you're importing an existing products and services list, which 2 of these are reasons why you should
use the sample file from QuickBooks Online to populate and import your client's data?
It saves you from having to create a new file from scratch
The Products and Services fields in the sample file are automatically pre-populated with the correct data
for clients' activities
The first row of the sample file contains the right column headings, which ensures that data maps to the
correct fields during the importing process
PreviousNext
Which product/service type is only available to clients with QuickBooks Online Plus or Advanced?
Inventory
Here's a Customers center in QuickBooks Online.
From here, where would you go to assign a customer type to a customer?
Select the customer to view their details, then select Edit and scroll down to the Customer type
dropdown
Which of these is NOT a user type that you can set up for your clients?
payroll only
One of your clients runs a bakery. Which of the following sales transaction should they use to record a
day's sales in QuickBooks Online?
sales receipt
Which feature would give you the quickest route to finding any overdue invoices?
the money bar
Here's the Customers center for one of your clients:
How can you edit the details of an existing customer?
, Select the customer's name from the list, then select Edit in the Customer details panel
Check answer
Continue training
Which of these activities can clients do with sales receipts in QuickBooks Online? Select all that apply.
Add a new customer directly from the Sales Receipt screen
Edit the email that is sent to the customer with the sales receipt
Where can you find the online delivery settings?
The Sales tab in Account and Settings
A client wants to record a payment they've received for an invoice.
Starting from here, where can the client go to do this? Select all that apply.
Go to + New and select Receive payment
Open the All sales tab, find the open invoice and select Receive payment
Open the Invoices tab, find the open invoice and select Receive payment
What type of sales transaction reduces the amount a customer owes?
credit memo
Here you can see a typical Sales center in QuickBooks Online.
Which tab will give the client a visual overview of their unbilled, unpaid, overdue, and recently paid
sales activity?
all sales
Here's the dashboard in a QuickBooks Online company:
Starting from here, where would you go to add a new customer to QuickBooks Online?
The + New button at the top left
In which one of these situations should a client create a sales receipt?
To record a payment made at the time of sale
Which of the following statements about adding a new custom field in QuickBooks Online Plus are
correct? Select all that apply.
You can add up to 3 custom fields to sales forms and purchases orders
You can add the same custom field to sales forms and purchase orders
Which of these statements about estimates in QuickBooks Online Plus and Advanced are true? Select
all that apply.
Questions and Correct Answers , With Complete
Verified Solution. Latest Updated Fall 2024/2025.
Which of these statements about QuickBooks Online Accountant and QuickBooks Online are true?
Select all that apply.
QuickBooks Online Accountant includes features that accountants can use to manage their own practice
and books
QuickBooks Online Accountant is a portal to your clients' QuickBooks Online files
Which menu from the left-hand navigation in QuickBooks Online Accountant would you select to send
a request to a client?
Work
Where would you go to find the accountant-only features such as Prep for taxes or Write off invoices?
Accountant Tools
What's the best way to compare two reports at the same time in QuickBooks Online?
Right-click on Reports in the left-hand menu to open in a new window, and pull up the second report
there
What account type would be most appropriate for tracking a loan your client took out to buy a
delivery van?
Liabilities
Chart of accounts
If you're struggling to find the chart of accounts, you can do so by navigating to the Transactions center
from the left-hand navigation. From there, you can select the Chart of accounts tab.
Alternatively, you can select the Gear icon and select Chart of accounts from there, under the Your
Company column.
How would you best describe a product or service bundle?
A collection of products and/or services that are sold together
Which 3 of the following statements are true about QuickBooks Online Accountant?
It's where you'll find the ProAdvisor training
It is the platform through which you access your clients' QuickBooks Online files
,It allows you to manage your team
Which 2 options could you select to jump directly into a client's QuickBooks Online company?
Go to quickbooks (1)
Click on client name (4)
Click on "qb" icon in cluent listing (5)
Which of the following QuickBooks Online features is only available to accountant users and client
users with company administrative privileges?
Overview
Which web browser does Intuit recommend for the best user experience?
Google Chrome
Which of the following organizes financial transactions to allow you and your client to analyze the
business's financial data, run financial reports, and prepare for taxes?
Chart of accounts
Which of the following options is NOT true regarding editing a chart of accounts?
All transactions are deleted from an account if you make it inactive
Where can you go to import a customer list into QuickBooks Online? Select all that apply.
The Gear icon, then select Import data
The down arrow by New customer, then select Import customers
Which of the following statements about adding sub-categories to the product and services list are
correct? Select all that apply.
You can edit existing product/service items to assign them to a sub-category
You can only add up to 4 category and sub-category levels, including the parent
What should you select to remove a vendor from the list?
The Make inactive option from the dropdown in the Action column
Check answer
Continue training
One of your clients asks you to give a new employee access to QuickBooks Online. The employee will
be dealing with all aspects of the business, including payroll, but they shouldn't have any admin
privileges.
What user type should you choose when you add the employee?
,standard all access
Who can add apps to client company accounts?
Only Admin users can add apps to a company account
In which 3 ways can you customize a client's chart of accounts?
Changing names of default accounts
Numbering each account
Merging accounts
If you're importing an existing products and services list, which 2 of these are reasons why you should
use the sample file from QuickBooks Online to populate and import your client's data?
It saves you from having to create a new file from scratch
The Products and Services fields in the sample file are automatically pre-populated with the correct data
for clients' activities
The first row of the sample file contains the right column headings, which ensures that data maps to the
correct fields during the importing process
PreviousNext
Which product/service type is only available to clients with QuickBooks Online Plus or Advanced?
Inventory
Here's a Customers center in QuickBooks Online.
From here, where would you go to assign a customer type to a customer?
Select the customer to view their details, then select Edit and scroll down to the Customer type
dropdown
Which of these is NOT a user type that you can set up for your clients?
payroll only
One of your clients runs a bakery. Which of the following sales transaction should they use to record a
day's sales in QuickBooks Online?
sales receipt
Which feature would give you the quickest route to finding any overdue invoices?
the money bar
Here's the Customers center for one of your clients:
How can you edit the details of an existing customer?
, Select the customer's name from the list, then select Edit in the Customer details panel
Check answer
Continue training
Which of these activities can clients do with sales receipts in QuickBooks Online? Select all that apply.
Add a new customer directly from the Sales Receipt screen
Edit the email that is sent to the customer with the sales receipt
Where can you find the online delivery settings?
The Sales tab in Account and Settings
A client wants to record a payment they've received for an invoice.
Starting from here, where can the client go to do this? Select all that apply.
Go to + New and select Receive payment
Open the All sales tab, find the open invoice and select Receive payment
Open the Invoices tab, find the open invoice and select Receive payment
What type of sales transaction reduces the amount a customer owes?
credit memo
Here you can see a typical Sales center in QuickBooks Online.
Which tab will give the client a visual overview of their unbilled, unpaid, overdue, and recently paid
sales activity?
all sales
Here's the dashboard in a QuickBooks Online company:
Starting from here, where would you go to add a new customer to QuickBooks Online?
The + New button at the top left
In which one of these situations should a client create a sales receipt?
To record a payment made at the time of sale
Which of the following statements about adding a new custom field in QuickBooks Online Plus are
correct? Select all that apply.
You can add up to 3 custom fields to sales forms and purchases orders
You can add the same custom field to sales forms and purchase orders
Which of these statements about estimates in QuickBooks Online Plus and Advanced are true? Select
all that apply.
