QUICKBOOKS ONLINE CERTIFICATION
SAMPLE EXAM QUESTIONS AND
ANSWERS
You need your client to send you a copy of a paper receipt so that you can match it to a
gas expense in their QuickBooks Online. You create a client request and add a
screenshot of the expense entry in QuickBooks Online to help your client identify which
receipt they're looking for.
How do you ensure the client receives an email notification to alert them about the new
request for information?
A) When the request is created, a task will be assigned to remind you to email the client
B) When creating the request, ensure the Notify client slider is on
C) Once the request has been created, a pop-up will ask if you want to send an email to
the client with the reference number of the request - Answer-B) When creating the
request, ensure the Notify client slider is on
While preparing your client's books for year end, you find some transactions that may
not have been appropriately recorded.
In which 2 of these cases could you use the Reclassify transactions tool?
A) To change the expense account for billable expenses, but not the income account for
the related income transactions
B) To change the class and/or location for invoices, sales receipts, checks, or bills with
items (products or services) on them
C) To change the account or class for inventory adjustments
D) To change the payment account (bank or credit card) for expenses
Check Answer - Answer-A) To change the expense account for billable expenses, but
not the income account for the related income transactions
B) To change the class and/or location for invoices, sales receipts, checks, or bills with
items (products or services) on them
Which 2 of these statements about setting up and editing a chart of accounts are
correct?
A) Account names can be edited
B) Deactivated accounts can be reactivated
, C) Merged accounts can be unmerged
D) Account numbers in a QuickBooks Online account can't be turned off - Answer-A)
Account names can be edited
B) Deactivated accounts can be reactivated
Closing the accounting cycle: Closing the books
Which 3 of these steps should you complete before you close a client's books?
A) Reconcile all bank and credit card accounts
B) Set the status of all the client's projects to Completed
C) Substantiate all balance sheet accounts
D) Disconnect any bank feed links
E) Review the profit and loss accounts - Answer-A) Reconcile all bank and credit card
accounts
C) Substantiate all balance sheet accounts
E) Review the profit and loss accounts
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?
Service
Non-inventory
Bundle
Inventory - Answer-Bundle
Which tab in QuickBooks Online Banking shows the bank data that has not yet been
accepted into QuickBooks Online?
Matching
Categorized
For Review
SAMPLE EXAM QUESTIONS AND
ANSWERS
You need your client to send you a copy of a paper receipt so that you can match it to a
gas expense in their QuickBooks Online. You create a client request and add a
screenshot of the expense entry in QuickBooks Online to help your client identify which
receipt they're looking for.
How do you ensure the client receives an email notification to alert them about the new
request for information?
A) When the request is created, a task will be assigned to remind you to email the client
B) When creating the request, ensure the Notify client slider is on
C) Once the request has been created, a pop-up will ask if you want to send an email to
the client with the reference number of the request - Answer-B) When creating the
request, ensure the Notify client slider is on
While preparing your client's books for year end, you find some transactions that may
not have been appropriately recorded.
In which 2 of these cases could you use the Reclassify transactions tool?
A) To change the expense account for billable expenses, but not the income account for
the related income transactions
B) To change the class and/or location for invoices, sales receipts, checks, or bills with
items (products or services) on them
C) To change the account or class for inventory adjustments
D) To change the payment account (bank or credit card) for expenses
Check Answer - Answer-A) To change the expense account for billable expenses, but
not the income account for the related income transactions
B) To change the class and/or location for invoices, sales receipts, checks, or bills with
items (products or services) on them
Which 2 of these statements about setting up and editing a chart of accounts are
correct?
A) Account names can be edited
B) Deactivated accounts can be reactivated
, C) Merged accounts can be unmerged
D) Account numbers in a QuickBooks Online account can't be turned off - Answer-A)
Account names can be edited
B) Deactivated accounts can be reactivated
Closing the accounting cycle: Closing the books
Which 3 of these steps should you complete before you close a client's books?
A) Reconcile all bank and credit card accounts
B) Set the status of all the client's projects to Completed
C) Substantiate all balance sheet accounts
D) Disconnect any bank feed links
E) Review the profit and loss accounts - Answer-A) Reconcile all bank and credit card
accounts
C) Substantiate all balance sheet accounts
E) Review the profit and loss accounts
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?
Service
Non-inventory
Bundle
Inventory - Answer-Bundle
Which tab in QuickBooks Online Banking shows the bank data that has not yet been
accepted into QuickBooks Online?
Matching
Categorized
For Review
