QUICKBOOKS CERTIFICATION FINAL
EVALUATION PAPER 2026 SOLVED
SOLUTIONS
◉ 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 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: 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.
◉ 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.
◉ 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 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.
◉ Expenses and Accounts Payable Answer: This part of the checklist
covers their payment preferences, outstanding loans, petty cash limits,
and reimbursable expenses, among others.
◉ Employees and Payroll 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 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 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 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 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 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.
EVALUATION PAPER 2026 SOLVED
SOLUTIONS
◉ 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 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: 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.
◉ 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.
◉ 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 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.
◉ Expenses and Accounts Payable Answer: This part of the checklist
covers their payment preferences, outstanding loans, petty cash limits,
and reimbursable expenses, among others.
◉ Employees and Payroll 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 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 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 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 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 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.
