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Newest 2025/2026
Terms in this set (56)
Which report should you run A/R Aging Summary
to list all customers who
currently owe balances and
how old the balances are?
*What steps will take you -Selecting the QB icon next to their name on the client list
to a client's QuickBooks
online company from
QuickBooks online
accountant?
Some of the tools are -The Accountant Toolbox
available elsewhere as some
can only be found here for
example trial balance,
voided deleted transactions,
and write off invoices.
-Income and sales data
On the dashboard what -profit and loss figures
information can you see
-expenses
displayed? select all the
options that are Correct. -credit card balances -bank
balances.
, Which of the following are A QuickBooks company is made up of list and transactions
futures of a client -there are multiple entry points for finding different lists and
QuickBooks online company?
transactions
-as an accountant user you have an additional dropdown menu
in your client's company
-setting and tools can be accessed from the gear icon
The.... lists each customer A/R aging Summary Report
with an open balance. It lists
the open invoices in
different columns based on
whether they are current or
how far is been overdue 30,
60 or 90+ days.
*What kind of report is being
described here?
On the prep for Texas screen -Create new return
has been reviewed and the -Update an existing return
data is ready to hand off to
-Export CSV file
the tax preparer, which three
tax options are available
-Compare another period
What two options in a -Report Period
QuickBooks online profit and
loss report will quickly show a
client how much income and
expenses were incurred over
the past two years?