QuickBooks Online Certification:
How would QuickBooks Online alert you of a discrepancy in the
beginning balance when reconciling your clients' accounts?
A. An error message will be displayed once the reconciliation has been
completed
B. The account to be reconciled will be greyed out in Account to
reconcile dropdown
C.An alert will be displayed in the reconcile tab, stating that the account
isn't ready to be reconciled yet, as the beginning balance is off correct
answersC. An alert will be displayed in the reconcile tab, stating that the
account isn't ready to be reconciled yet, as the beginning balance is off
For clients with a QuickBooks Online Plus account, what's the maximum
number of billable users?
1
3
5
25 correct answers5
What is the minimum subscription level in QuickBooks Online you would
recommend? Self-Employed
Simple Start
Plus
Advanced correct answersPlus
You want to add an app to your firm's books in QuickBooks Online
Accountant. Which 2 levels of users can add apps to QuickBooks
Online?
Company
Admin Primary
Admin
Standard user
Custom team user correct answersCompany
Admin Primary Admin
Your client wants to add an additional tag to transactions on an invoice.
However, the tag isn't on their existing list of tags.
Which 2 of the following are ways to create a new tag?
A) Open the Products and services list and select Edit for the required
product or service. Then select + New from the Tags dropdown
, B)On the invoice, start entering the tag name in the Tags field, then
select+ Add from the pop-up
C) Select the Manage tags link on the invoice, followed by Create tag.
D) Then enter the tag name
Select the Manage tags link in the Gear menu, followed by Create tag.
Then enter the tag name correct answersB) On the invoice, start entering
the tag name in the Tags field, then select+ Add from the pop-up
C) Select the Manage tags link on the invoice, followed by Create tag.
Your client has been using the QuickBooks Online Mileage Tracker throughout
the year. It's nearing year-end and you are preparing the log for auto
expense deduction.
Which 3 of the tasks below should be completed to prepare the log for
auto expense deductions at year end?
E) That the dollar rate per mile is set manually
F) Check the calculated mileage
G) Look for vehicle changes (bought or sold)
H) That the Reimbursable mileage account has been reconciled
I) Ensure no trips are left unreviewed correct answersB) Check the
calculated mileage
C) Look for vehicle changes (bought or sold)
E) Ensure no trips are left unreviewed
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?
J) When the request is created, a task will be assigned to remind you to
email the client
K) When creating the request, ensure the Notify client slider is on
L)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 correct
answersB) 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.
How would QuickBooks Online alert you of a discrepancy in the
beginning balance when reconciling your clients' accounts?
A. An error message will be displayed once the reconciliation has been
completed
B. The account to be reconciled will be greyed out in Account to
reconcile dropdown
C.An alert will be displayed in the reconcile tab, stating that the account
isn't ready to be reconciled yet, as the beginning balance is off correct
answersC. An alert will be displayed in the reconcile tab, stating that the
account isn't ready to be reconciled yet, as the beginning balance is off
For clients with a QuickBooks Online Plus account, what's the maximum
number of billable users?
1
3
5
25 correct answers5
What is the minimum subscription level in QuickBooks Online you would
recommend? Self-Employed
Simple Start
Plus
Advanced correct answersPlus
You want to add an app to your firm's books in QuickBooks Online
Accountant. Which 2 levels of users can add apps to QuickBooks
Online?
Company
Admin Primary
Admin
Standard user
Custom team user correct answersCompany
Admin Primary Admin
Your client wants to add an additional tag to transactions on an invoice.
However, the tag isn't on their existing list of tags.
Which 2 of the following are ways to create a new tag?
A) Open the Products and services list and select Edit for the required
product or service. Then select + New from the Tags dropdown
, B)On the invoice, start entering the tag name in the Tags field, then
select+ Add from the pop-up
C) Select the Manage tags link on the invoice, followed by Create tag.
D) Then enter the tag name
Select the Manage tags link in the Gear menu, followed by Create tag.
Then enter the tag name correct answersB) On the invoice, start entering
the tag name in the Tags field, then select+ Add from the pop-up
C) Select the Manage tags link on the invoice, followed by Create tag.
Your client has been using the QuickBooks Online Mileage Tracker throughout
the year. It's nearing year-end and you are preparing the log for auto
expense deduction.
Which 3 of the tasks below should be completed to prepare the log for
auto expense deductions at year end?
E) That the dollar rate per mile is set manually
F) Check the calculated mileage
G) Look for vehicle changes (bought or sold)
H) That the Reimbursable mileage account has been reconciled
I) Ensure no trips are left unreviewed correct answersB) Check the
calculated mileage
C) Look for vehicle changes (bought or sold)
E) Ensure no trips are left unreviewed
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?
J) When the request is created, a task will be assigned to remind you to
email the client
K) When creating the request, ensure the Notify client slider is on
L)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 correct
answersB) 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.
