Quick books Online Certification Test
with Complete Solutions 2025
Client Needs Assessment Process - CORRECT ANSWER-Who, What, When, and
How
Who? - CORRECT ANSWER-Get to know who your client is, what they stand for,
what they're aiming for and where they're coming from
What? - CORRECT ANSWER-Every business, large or small, has a variety of
parts. You need to find out what they are in order to best discuss QBO
functionality and benefits with them,
When? - CORRECT ANSWER-How often do they run reports? What are their
internal and external deadlines? All of your clients will have compliance
requirements for their business even if they don't run payroll or collect sales tax.
How? - CORRECT ANSWER-How can you help? You can dive deeper using the
client checklist, follow the onboarding process, and begin to plan deliverables
and tasks with your client.
New Client Checklist - CORRECT ANSWER-a handy resource for getting to know
your new clients, gathering the required info to get their account set up, and
discovering what their business needs are in order to best match them to a
subscription level.
NCC: Client Profile - CORRECT ANSWER-the basic contact information fro your
client and their business.
NCC: Needs Assessment - CORRECT ANSWER-lists all the functionality your
client may need from QuickBooks Online, and encourages a better understanding
of their business so that you can best advise on the subscription level they will
need.
NCC: Features and Solutions - CORRECT ANSWER-dives deeper into the
subscription solutions that will best suit your client. The workflows you highlight
as needs or requirements in the Needs Assessment tab will be pulled through
automatically and displayed in column A. This enables you to see at a glance
which subscription level is likely to be best for your client's business.
,NCC: Mileage - CORRECT ANSWER-If your client needs to track mileage, then
collect their vehicle profile information during the requirements gathering stage.
You can do this for each vehicle they need to track mileage for.
NCC: Onboarding Checklist - CORRECT ANSWER-Use the Onboarding Checklist
to gather any final additional requirements from your client. This will enable you
to set up the appropriate QuickBooks Online subscription quickly and accurately.
NCC: Self-Employed Profile - CORRECT ANSWER-If, after your consultation, it is
clear the client requires QuickBooks Self-Employed, the QBSE Profile tab has
been designed to ensure you acquire all the additional information you need from
your client in order to set up their subscription, including whether they have a
healthcare plan or a vehicle to take into consideration.
Sales and Accounts Receivable - CORRECT ANSWER-relates to the transactions
relevant to their customers. In this section, you'll get a better idea of their
requirements for estimating, invoicing, price levels, and sales-tax circumstances.
Expenses and Accounts Payable - CORRECT ANSWER-This part of the checklist
covers their payment preferences, outstanding loans, petty cash limits, and
reimbursable expenses, among others.
Employees and Payroll - CORRECT ANSWER-One of the key areas you'll need to
discuss is whether the company is run solely by the owner or whether your client
has employees (and therefore payroll requirements).
Other expense tracking needs - CORRECT ANSWER-Your new client may also
have to track other expenses, such as mileage on a vehicle. They may also want
to keep an eye on their income in order to estimate their future income tax bill.
Ask your client what their current method for keeping track of their taxes is. If
they are self-employed, they may not know that estimating their taxes is a handy
feature of QuickBooks Online Self-Employed.
Other daily operations needs - CORRECT ANSWER-Does your client hold stock
as part of the day-to-day running of their business? How do they keep track of
their inventory?
If your client has inventory, they may want to include inventory tracking. If this is
a requirement, you will be able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Industry-specific needs - CORRECT ANSWER-Every client and every business is
different, depending on their industry. For example, your client may need
QuickBooks Online with third-party apps enabled to track their e-commerce or
web-based sales, manage their logistics, manufacturing, shipping, point of sale,
or many other variables such as their personal billable time.
,Specialized application needs - CORRECT ANSWER-There is a range of apps
compatible with QuickBooks Online. Your client may benefit from a specialized
app to handle an area of their business. They may even already use one.
You will be able to use your knowledge of QuickBooks Online features to spot
when a client has a requirement QuickBooks Online can't cater for on its own.
That's where integrated apps come into the picture.
From cloud storage to time-tracking, there's an app for just about everything.
Reporting needs - CORRECT ANSWER-This section of the New Client Checklist
helps you get a clearer picture of how your client prefers to run their reports.
Which reports work best for them? How often do they run and analyze their
reports?
As an additional feature, if the client has employees, they may wish to add users
to their accounts who have reports-only access. We'll look into that in more detail
later in the course.
Any other requirements - CORRECT ANSWER-Don't forget to ask your client
whether there is anything else they may need that you haven't yet covered or
asked.
They may already have an accounting solution and wish to convert their existing
account to QuickBooks Online.
Transaction volume - CORRECT ANSWER-This section is important because it
will reveal to ProAdvisors the transactional volume and scope of the client's
business. It may, for example, indicate that the client might benefit from a
QuickBooks Online Advanced subscription, if transactions exceed a threshold of
43,000. This is because QuickBooks Online Advanced offers accelerated data-
entry features.
Industry trends - CORRECT ANSWER-While you need to take the time to
understand each client's specific requirements, there are some common themes
and pain points based on which industry they're in.
These are five common business industry types, and each comes with its own
pain points:
- Professional services
- Contractor/field services
- Retail and e-commerce
- B2B wholesale business
- Nonprofits
IT: Professional services - CORRECT ANSWER-Managing cash flow is essential
for these types of businesses, because they often incur expenses up front, before
they receive payment.
Time tracking and job costing are essential to ensure the profitability of any
business. This holds especially true for these clients, who must spread limited
resources—including their time—across various jobs.
, IT: Contractor/Field Services - CORRECT ANSWER-These clients are always out
and about in the field, which means they don't have a lot of time for bookkeeping.
They need solutions that let them stay on top of their books, wherever their
projects take them.
IT: Retail and e-commerce - CORRECT ANSWER-Retail and e-commerce
businesses are optimized to sell products and deliver exceptional customer
experiences. Sales, payment, and staff management systems must work closely
together to better manage profit and loss.
Understanding cash flow and balance sheets is necessary to run any business.
It's especially important to retailers and resellers, who must manage sales and
inventory on top of being ready to do taxes when the time comes.
Managing inventory and avoiding out-of-stock situations are critical to the
success of retail and e-commerce customers.
IT: B2B Wholesale business - CORRECT ANSWER-Wholesale businesses rely on
knowing their inventory at all times. They also need to be able to keep track of all
the logistics that go with shipping orders of all sizes, from sales forms and
invoices to store locations and agreements with shipping companies.
IT: Nonprofit - CORRECT ANSWER-Nonprofit and charitable organizations often
track the expenses of various programs and funds. Donations often have to be
tracked in as well as out when allocated to various branches of the charity.
QuickBooks Online seeks to help make keeping track of donations, pledges, and
other funds quick and simple.
Migration - CORRECT ANSWER-There are three ways to get information into
QuickBooks Online:
- Convert data in existing QuickBooks Desktop software
- Import customers, vendors, charts of accounts, and products and services lists
from Excel
- Enter all data manually
Dan Cheng is another new client. Dan offers a virtual assistant/professional
service, Cheng's Master VA.
He started his business a year ago and grossed $60,000 in that year. Dan doesn't
yet use an accounting solution and has a shoebox full of handwritten notes and
receipts. However, he's excited to set up a solution that will provide detailed
customer breakdown of his sales and customer history.
Based on what you already know of Dan, which of the following Sales and
Accounts Receivable items would you mark with Yes in the Needs Assessment
tab of the checklist? - CORRECT ANSWER-Dan would benefit from custom
invoices, sales receipts, and statements.
with Complete Solutions 2025
Client Needs Assessment Process - CORRECT ANSWER-Who, What, When, and
How
Who? - CORRECT ANSWER-Get to know who your client is, what they stand for,
what they're aiming for and where they're coming from
What? - CORRECT ANSWER-Every business, large or small, has a variety of
parts. You need to find out what they are in order to best discuss QBO
functionality and benefits with them,
When? - CORRECT ANSWER-How often do they run reports? What are their
internal and external deadlines? All of your clients will have compliance
requirements for their business even if they don't run payroll or collect sales tax.
How? - CORRECT ANSWER-How can you help? You can dive deeper using the
client checklist, follow the onboarding process, and begin to plan deliverables
and tasks with your client.
New Client Checklist - CORRECT ANSWER-a handy resource for getting to know
your new clients, gathering the required info to get their account set up, and
discovering what their business needs are in order to best match them to a
subscription level.
NCC: Client Profile - CORRECT ANSWER-the basic contact information fro your
client and their business.
NCC: Needs Assessment - CORRECT ANSWER-lists all the functionality your
client may need from QuickBooks Online, and encourages a better understanding
of their business so that you can best advise on the subscription level they will
need.
NCC: Features and Solutions - CORRECT ANSWER-dives deeper into the
subscription solutions that will best suit your client. The workflows you highlight
as needs or requirements in the Needs Assessment tab will be pulled through
automatically and displayed in column A. This enables you to see at a glance
which subscription level is likely to be best for your client's business.
,NCC: Mileage - CORRECT ANSWER-If your client needs to track mileage, then
collect their vehicle profile information during the requirements gathering stage.
You can do this for each vehicle they need to track mileage for.
NCC: Onboarding Checklist - CORRECT ANSWER-Use the Onboarding Checklist
to gather any final additional requirements from your client. This will enable you
to set up the appropriate QuickBooks Online subscription quickly and accurately.
NCC: Self-Employed Profile - CORRECT ANSWER-If, after your consultation, it is
clear the client requires QuickBooks Self-Employed, the QBSE Profile tab has
been designed to ensure you acquire all the additional information you need from
your client in order to set up their subscription, including whether they have a
healthcare plan or a vehicle to take into consideration.
Sales and Accounts Receivable - CORRECT ANSWER-relates to the transactions
relevant to their customers. In this section, you'll get a better idea of their
requirements for estimating, invoicing, price levels, and sales-tax circumstances.
Expenses and Accounts Payable - CORRECT ANSWER-This part of the checklist
covers their payment preferences, outstanding loans, petty cash limits, and
reimbursable expenses, among others.
Employees and Payroll - CORRECT ANSWER-One of the key areas you'll need to
discuss is whether the company is run solely by the owner or whether your client
has employees (and therefore payroll requirements).
Other expense tracking needs - CORRECT ANSWER-Your new client may also
have to track other expenses, such as mileage on a vehicle. They may also want
to keep an eye on their income in order to estimate their future income tax bill.
Ask your client what their current method for keeping track of their taxes is. If
they are self-employed, they may not know that estimating their taxes is a handy
feature of QuickBooks Online Self-Employed.
Other daily operations needs - CORRECT ANSWER-Does your client hold stock
as part of the day-to-day running of their business? How do they keep track of
their inventory?
If your client has inventory, they may want to include inventory tracking. If this is
a requirement, you will be able to discuss with them how QuickBooks Online
and/or third-party apps can help with this.
Industry-specific needs - CORRECT ANSWER-Every client and every business is
different, depending on their industry. For example, your client may need
QuickBooks Online with third-party apps enabled to track their e-commerce or
web-based sales, manage their logistics, manufacturing, shipping, point of sale,
or many other variables such as their personal billable time.
,Specialized application needs - CORRECT ANSWER-There is a range of apps
compatible with QuickBooks Online. Your client may benefit from a specialized
app to handle an area of their business. They may even already use one.
You will be able to use your knowledge of QuickBooks Online features to spot
when a client has a requirement QuickBooks Online can't cater for on its own.
That's where integrated apps come into the picture.
From cloud storage to time-tracking, there's an app for just about everything.
Reporting needs - CORRECT ANSWER-This section of the New Client Checklist
helps you get a clearer picture of how your client prefers to run their reports.
Which reports work best for them? How often do they run and analyze their
reports?
As an additional feature, if the client has employees, they may wish to add users
to their accounts who have reports-only access. We'll look into that in more detail
later in the course.
Any other requirements - CORRECT ANSWER-Don't forget to ask your client
whether there is anything else they may need that you haven't yet covered or
asked.
They may already have an accounting solution and wish to convert their existing
account to QuickBooks Online.
Transaction volume - CORRECT ANSWER-This section is important because it
will reveal to ProAdvisors the transactional volume and scope of the client's
business. It may, for example, indicate that the client might benefit from a
QuickBooks Online Advanced subscription, if transactions exceed a threshold of
43,000. This is because QuickBooks Online Advanced offers accelerated data-
entry features.
Industry trends - CORRECT ANSWER-While you need to take the time to
understand each client's specific requirements, there are some common themes
and pain points based on which industry they're in.
These are five common business industry types, and each comes with its own
pain points:
- Professional services
- Contractor/field services
- Retail and e-commerce
- B2B wholesale business
- Nonprofits
IT: Professional services - CORRECT ANSWER-Managing cash flow is essential
for these types of businesses, because they often incur expenses up front, before
they receive payment.
Time tracking and job costing are essential to ensure the profitability of any
business. This holds especially true for these clients, who must spread limited
resources—including their time—across various jobs.
, IT: Contractor/Field Services - CORRECT ANSWER-These clients are always out
and about in the field, which means they don't have a lot of time for bookkeeping.
They need solutions that let them stay on top of their books, wherever their
projects take them.
IT: Retail and e-commerce - CORRECT ANSWER-Retail and e-commerce
businesses are optimized to sell products and deliver exceptional customer
experiences. Sales, payment, and staff management systems must work closely
together to better manage profit and loss.
Understanding cash flow and balance sheets is necessary to run any business.
It's especially important to retailers and resellers, who must manage sales and
inventory on top of being ready to do taxes when the time comes.
Managing inventory and avoiding out-of-stock situations are critical to the
success of retail and e-commerce customers.
IT: B2B Wholesale business - CORRECT ANSWER-Wholesale businesses rely on
knowing their inventory at all times. They also need to be able to keep track of all
the logistics that go with shipping orders of all sizes, from sales forms and
invoices to store locations and agreements with shipping companies.
IT: Nonprofit - CORRECT ANSWER-Nonprofit and charitable organizations often
track the expenses of various programs and funds. Donations often have to be
tracked in as well as out when allocated to various branches of the charity.
QuickBooks Online seeks to help make keeping track of donations, pledges, and
other funds quick and simple.
Migration - CORRECT ANSWER-There are three ways to get information into
QuickBooks Online:
- Convert data in existing QuickBooks Desktop software
- Import customers, vendors, charts of accounts, and products and services lists
from Excel
- Enter all data manually
Dan Cheng is another new client. Dan offers a virtual assistant/professional
service, Cheng's Master VA.
He started his business a year ago and grossed $60,000 in that year. Dan doesn't
yet use an accounting solution and has a shoebox full of handwritten notes and
receipts. However, he's excited to set up a solution that will provide detailed
customer breakdown of his sales and customer history.
Based on what you already know of Dan, which of the following Sales and
Accounts Receivable items would you mark with Yes in the Needs Assessment
tab of the checklist? - CORRECT ANSWER-Dan would benefit from custom
invoices, sales receipts, and statements.
