QBOA REVEIWER EXAMINATION
SECTION 1
Q1. Which 4 sections of the Overview screen can help you perform a high-
level review of their books?
Common Issues
Transaction Volume
Company Setup
Banking Activity
Q2. Which 3 of these areas does the New Client Checklist tool focus on to
help gather the information needed to select the right QuickBooks Online
subscription for a client?
Client Profile
Needs Assessment
QuickBooks Features and Solutions
Q3. Which 2 QuickBooks subscription levels would support a client who
needs to track inventory and create purchase orders and budgets?
Advanced
Plus
Q4. To which 3 subscriptions does the ProAdvisor Preferred Pricing program
apply?
QuickBooks Online
QuickBooks Online Payroll
QuickBooks Time
Q5. Which 2 QuickBooks Online Payroll subscription levels include
QuickBooks Time?
, Premium
Elite
Q6. Where can you enable account numbers for the chart of accounts?
The Enable account numbers slider from the Chart of Accounts screen
Q7. What are 2 ways you can clean up her chart of accounts to reduce the
number of accounts shown?
Make accounts inactive
Merge duplicate accounts
Q8. Which 2 accounts cannot be merged or made inactive?
Uncategorized Expense
Retained Earnings
Q9. Which 4 list types can be directly imported into QuickBooks Online from
Excel?
Vendors
Products and services
Customers
Chart of accounts
Q10. When importing customers for the first time, which of these file types can
you use to import your customer list?
Excel
Q11. Which list records can be updated with new information via importing?
Customer
Q12. Why might this happen?
No products or services have been set up
Q13. There are four item types to choose from in QuickBooks Online.
, These are products bought and sold where it isn’t necessary to track
quantities on hand, such as small parts used in the installation or
delivery of a product.
Non-inventory
This includes services that are provided to customers, such as an
emergency service call visit or other labor.
Service
This is a collection of products and services that are sold together, such
as the installation of a product that includes both labor and materials.
Bundle
These are products that are bought and sold, and where it is necessary
to track quantities on hand.
Inventory (in QuickBooks Online Plus and Advanced only)
Q14. What are 2 reports that can be filtered by customer type?
Customer Contact List
Sales by Customer Type Detail
Q15. Where is the Vendor center accessed in QuickBooks Online?
Left navigation > Expenses > Vendors
Q1. A new client has been using an inconsistent structure and hierarchy in the
chart of accounts. You've already customized all your other client’s account
numbering to provide a consistent way of working, but your new client doesn't
have account numbering enabled.
, How would you enable the ability to add account numbers to the chart of
accounts?
The Enable account numbers slider from the Chart of Accounts screen
The Chart of accounts tab in Account and Settings
The Advanced tab in Account and Settings
The Customization option from Accountant Tools
Q2. You recently set up a client to use Bill Pay by Melio, but they’ve called
asking you how they can see the status of the bill payments they’ve added.
What steps would you advise the client to take to view the status of a bill
payment?
Navigate to the Expenses screen, open an existing bill payment
transaction, select View online payment
Navigate to the Expenses screen, open an existing bill payment
transaction, and in the Action column, select View status
Navigate to the Expenses screen, open an existing bill payment
transaction, select More, select View status
Q3. Your client needs to move some funds from a savings account into
a checking account.
How would you respond to your client?
Use the Transfer feature by selecting + New, then
selecting Transfer, and entering the details
Advise them that that kind of transaction can only be created and
recorded by an accountant via the Accountant tools in QuickBooks
Online Accountant
Use the Bank deposit feature by selecting + New, then
selecting Bank deposit, and entering the details
Q4. One of your clients has been using recurring transactions for some
time, but has lost track of which transactions are set up as recurring.
How would you advise your client to view all the current recurring
transactions?
Select the Gear icon, then select Recurring transactions
Navigate to the Banking center, then select Rules, and
select Recurring transactions
Navigate to the Banking center, then select Categorized, and filter
by Recurring transaction
SECTION 1
Q1. Which 4 sections of the Overview screen can help you perform a high-
level review of their books?
Common Issues
Transaction Volume
Company Setup
Banking Activity
Q2. Which 3 of these areas does the New Client Checklist tool focus on to
help gather the information needed to select the right QuickBooks Online
subscription for a client?
Client Profile
Needs Assessment
QuickBooks Features and Solutions
Q3. Which 2 QuickBooks subscription levels would support a client who
needs to track inventory and create purchase orders and budgets?
Advanced
Plus
Q4. To which 3 subscriptions does the ProAdvisor Preferred Pricing program
apply?
QuickBooks Online
QuickBooks Online Payroll
QuickBooks Time
Q5. Which 2 QuickBooks Online Payroll subscription levels include
QuickBooks Time?
, Premium
Elite
Q6. Where can you enable account numbers for the chart of accounts?
The Enable account numbers slider from the Chart of Accounts screen
Q7. What are 2 ways you can clean up her chart of accounts to reduce the
number of accounts shown?
Make accounts inactive
Merge duplicate accounts
Q8. Which 2 accounts cannot be merged or made inactive?
Uncategorized Expense
Retained Earnings
Q9. Which 4 list types can be directly imported into QuickBooks Online from
Excel?
Vendors
Products and services
Customers
Chart of accounts
Q10. When importing customers for the first time, which of these file types can
you use to import your customer list?
Excel
Q11. Which list records can be updated with new information via importing?
Customer
Q12. Why might this happen?
No products or services have been set up
Q13. There are four item types to choose from in QuickBooks Online.
, These are products bought and sold where it isn’t necessary to track
quantities on hand, such as small parts used in the installation or
delivery of a product.
Non-inventory
This includes services that are provided to customers, such as an
emergency service call visit or other labor.
Service
This is a collection of products and services that are sold together, such
as the installation of a product that includes both labor and materials.
Bundle
These are products that are bought and sold, and where it is necessary
to track quantities on hand.
Inventory (in QuickBooks Online Plus and Advanced only)
Q14. What are 2 reports that can be filtered by customer type?
Customer Contact List
Sales by Customer Type Detail
Q15. Where is the Vendor center accessed in QuickBooks Online?
Left navigation > Expenses > Vendors
Q1. A new client has been using an inconsistent structure and hierarchy in the
chart of accounts. You've already customized all your other client’s account
numbering to provide a consistent way of working, but your new client doesn't
have account numbering enabled.
, How would you enable the ability to add account numbers to the chart of
accounts?
The Enable account numbers slider from the Chart of Accounts screen
The Chart of accounts tab in Account and Settings
The Advanced tab in Account and Settings
The Customization option from Accountant Tools
Q2. You recently set up a client to use Bill Pay by Melio, but they’ve called
asking you how they can see the status of the bill payments they’ve added.
What steps would you advise the client to take to view the status of a bill
payment?
Navigate to the Expenses screen, open an existing bill payment
transaction, select View online payment
Navigate to the Expenses screen, open an existing bill payment
transaction, and in the Action column, select View status
Navigate to the Expenses screen, open an existing bill payment
transaction, select More, select View status
Q3. Your client needs to move some funds from a savings account into
a checking account.
How would you respond to your client?
Use the Transfer feature by selecting + New, then
selecting Transfer, and entering the details
Advise them that that kind of transaction can only be created and
recorded by an accountant via the Accountant tools in QuickBooks
Online Accountant
Use the Bank deposit feature by selecting + New, then
selecting Bank deposit, and entering the details
Q4. One of your clients has been using recurring transactions for some
time, but has lost track of which transactions are set up as recurring.
How would you advise your client to view all the current recurring
transactions?
Select the Gear icon, then select Recurring transactions
Navigate to the Banking center, then select Rules, and
select Recurring transactions
Navigate to the Banking center, then select Categorized, and filter
by Recurring transaction
