age 1 of 420
Quickbooks Online Certification EXAM STUDY GUIDE
2025/2026 ACCURATE QUESTIONS BANK AND
VERIFIED CORRECT SOLUTIONS || 100%
GUARANTEED PASS <BRAND NEW VERSION>
NCC: Needs Assessment ......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 ......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.
,age 2 of 420
NCC: Mileage ......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.
Client Needs Assessment Process ......ANSWER........Who, What,
When, and How
Who? ......ANSWER........Get to know who your client is, what they
stand for, what they're aiming for and where they're coming
from
What? ......ANSWER........Every business, large or small, has a
variety of parts. You need to find our what they are in order to
best discuss QBO functionality and benefits with them,
When? ......ANSWER........How often do they run reports? What
are their internal and external deadlines? All of your clients will
,age 3 of 420
have compliance requirements for their business even if they
don't run payroll or collect sales tax.
How? ......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 ......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 ......ANSWER........the basic contact
information fro your client and their business.
NCC: Onboarding Checklist ......ANSWER........Use the
Onboarding Checklist to gather any final additional
requirements from your client. This will enable you to set up the
, age 4 of 420
appropriate QuickBooks Online subscription quickly and
accurately.
NCC: Self-Employed Profile ......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 ......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.
Quickbooks Online Certification EXAM STUDY GUIDE
2025/2026 ACCURATE QUESTIONS BANK AND
VERIFIED CORRECT SOLUTIONS || 100%
GUARANTEED PASS <BRAND NEW VERSION>
NCC: Needs Assessment ......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 ......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.
,age 2 of 420
NCC: Mileage ......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.
Client Needs Assessment Process ......ANSWER........Who, What,
When, and How
Who? ......ANSWER........Get to know who your client is, what they
stand for, what they're aiming for and where they're coming
from
What? ......ANSWER........Every business, large or small, has a
variety of parts. You need to find our what they are in order to
best discuss QBO functionality and benefits with them,
When? ......ANSWER........How often do they run reports? What
are their internal and external deadlines? All of your clients will
,age 3 of 420
have compliance requirements for their business even if they
don't run payroll or collect sales tax.
How? ......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 ......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 ......ANSWER........the basic contact
information fro your client and their business.
NCC: Onboarding Checklist ......ANSWER........Use the
Onboarding Checklist to gather any final additional
requirements from your client. This will enable you to set up the
, age 4 of 420
appropriate QuickBooks Online subscription quickly and
accurately.
NCC: Self-Employed Profile ......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 ......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.
