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QuickBooks Online Accountant – Features, ProAdvisor Program & Accounting Workflows | 2024 Study Guide | Tasks, Points & Cloud-Based Tools

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This document outlines essential functions and features of QuickBooks Online Accountant, including client access, the “New” button workflows, and cloud-based collaboration. It details benefits and point-earning actions in the ProAdvisor Program, and differentiates between cash and accrual basis accounting. Additionally, it breaks down the daily, weekly, and monthly accounting lifecycle tasks critical for managing a practice and supporting clients effectively.

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May 13, 2025
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2024/2025
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QuickBooks Online Accountant – Features, ProAdvisor Program
& Accounting Workflows | 2024 Study Guide | Tasks, Points &
Cloud-Based Tools
When you log into QuickBooks Online Accountant, whose books can you directly access and
manage? ✔✔1. QuickBooks Online Clients' Books
2. QuickBooks Self-Employed Clients' Books
3. Your Practice's Own Books.

In QuickBooks Online Accountant, what can you access with the new button? ✔✔A range of
workflows for customers, vendors, and employees.

Which of the following benefits will you gain by becoming a ProAdvisor? ✔✔1. Discounts on
Software and Apps
2. Access to Training and Support
3. Access to Marketing Resources
4. Your firm will be listed in the Find-A-ProAdvisor directory.

How do you earn points for your firm through the ProAdvisor Program? ✔✔1. When you add a
new self-employed client.
2. When you set up a new client with a QuickBooks Online subscription.
3. When a member of your team passes a certification exam.

Because QuickBooks online is ?, files are synced in real time, so you can work with your clients
from anywhere, from any connected device. ✔✔In the cloud

Which Intuit product allows you to manage your clients and your practice all in one place?
✔✔QuickBooks Online Accountant

How many points does your firm need to reach the platinum tier of the ProAdvisor Program?
✔✔800 points

Which of the following items can you access from the Your Practice area? ✔✔1. A list of client
companies
2. Your team and a list of practice members
3. ProAdvisor tips
4. The Work Space
5. The Apps Space
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