QUICKBOOKS ONLINE ACTUAL EXAM
EXAM FULL QUESTIONS AND CORRECT
ANSWERS 2026 GUARANTEED TO PASS.
◍ Understand the vendor's billing policy Answer:Check if your client
will be charged monthly or annually.
Make sure you can answer any questions the client may have
regarding billing policies.
◍ Understand the vendor's onboarding and support services
Answer:Make sure you know what your role will be up front and that
you'll be able to get help directly from the vendor regarding setting up
the app and troubleshooting client questions.
◍ Recommending apps for clients Answer:Cindy has been manually
entering her sales from her website into QuickBooks Online, and this
has been taking up lots of time that should be spent on other areas of
her business. She has heard about the benefits of apps and wonders if
there could be apps that can help save her time and streamline her
processes. You know all about apps.com and offer to jump in and help
her find a solution.
The first step is to understand the existing process she uses and what
technology is involved in the process. She tells you that her website
platform keeps track of her customer, sales, and inventory data. She
has been entering each sales receipt captured by the website into
QuickBooks Online. Let's see if we can find an app on apps.com that
can sync her data and enter her website sales into QuickBooks Online
,automatically! We'd certainly be heroes if we could save her time and
make her job easier!
If we know what type of website platform Cindy uses, we can enter
the name into the search box because it will only show apps that
include the keywords that we enter. Notice that there are apps to sync
data between lots of different types of website platforms like
Magento, Shopify, and WooCommerce.
◍ Which two categories would you find (POS)-based apps under?
Answer:- Manage customers
- Sync data
◍ How might you get lists and transactions into a new Quickbooks
Online company? Answer:- Import Excel files
- Convert QBD files
◍ Which subscription level in QBO could you recommend that would
provide features such as tracking for sales and sales tax?
Answer:Simple Start, Essentials, Plus, or Advanced
◍ To be listed in the QB App Center, apps must ______________
Answer:Meet strict requirements and undergo a testing process
◍ Wholesale billing has three key benefits. What are they? Answer:-
Bundling all client subscriptions into one invoice
- Easy tracking
- Switch anytime
,◍ Onboarding Workflow: Tasks Answer:The steps in the QuickBooks
Online Accountant QuickStart template for onboarding aren't just a set
of tasks to check off, but a list of opportunities to add value and
develop a great working relationship.
◍ OW: Meeting the client and gathering information Answer:As
we've seen, by using the New Client Checklist and asking the right
questions, you can more accurately scope the client engagement, set
expectations, and build a stronger collaborative relationship for the
upcoming onboarding process.
Once the contract is signed, providing a detailed onboarding plan and
introduction to the onboarding team, and agreeing on payment
arrangements are key ingredients for success.
Getting this right gives the client the reassurance they may need that
they're getting expert advice.
◍ OW: Recommending the best QBO solution Answer:A completed
New Client Checklist will provide you with the information you need
to recommend the best QuickBooks Online solution for your client.
The completed Client Profile section will provide the information you
need to complete the client's account settings for them. You can even
request a copy of your client's logo to surprise your client with a
customized homepage and sales template!
◍ OW: Customization Answer:Whether you're advising on a custom
payroll setup, adding logos, or improving sales form templates, you
can demonstrate your value to clients by helping them to build the
best workflows for their unique business.
, When setting up lists for businesses new to QuickBooks Online,
review their current customer/vendor lists to determine if you can
utilize the current data to import into QuickBooks Online or if you
can tailor it to their needs with some adjustments to their lists and
categorization options.
◍ OW: Training and mentoring Answer:It's a great idea to help clients
help you as their accountant/bookkeeper by training them in best
practice methods.
Training and mentoring also allows you as a ProAdvisor to highlight
your value as a subject-matter expert, not just in accounting best
practice and requirements, but also in how they should work in
QuickBooks Online to get the best results.
It's a great time to remind them to download the QuickBooks Online
app so that they can keep track of their finances on the go.
The sooner they're confident in recording their day-to-day
transactions, the sooner they'll see the value and time-saving benefits
of QuickBooks Online and their trusted advisor—you!
◍ QBO Status Updates Answer:There are lots of benefits of having
your client's financial information in the cloud. But what happens if
there's a problem? As part of your client onboarding process, it's a
good idea to make them aware of how to deal with outages.
◍ SU: How do I know if there's an outage? Answer:In the U.S., we
continuously monitor QuickBooks Online for outages and
slowdowns. We provide status updates on any service outages or
interruptions here.
EXAM FULL QUESTIONS AND CORRECT
ANSWERS 2026 GUARANTEED TO PASS.
◍ Understand the vendor's billing policy Answer:Check if your client
will be charged monthly or annually.
Make sure you can answer any questions the client may have
regarding billing policies.
◍ Understand the vendor's onboarding and support services
Answer:Make sure you know what your role will be up front and that
you'll be able to get help directly from the vendor regarding setting up
the app and troubleshooting client questions.
◍ Recommending apps for clients Answer:Cindy has been manually
entering her sales from her website into QuickBooks Online, and this
has been taking up lots of time that should be spent on other areas of
her business. She has heard about the benefits of apps and wonders if
there could be apps that can help save her time and streamline her
processes. You know all about apps.com and offer to jump in and help
her find a solution.
The first step is to understand the existing process she uses and what
technology is involved in the process. She tells you that her website
platform keeps track of her customer, sales, and inventory data. She
has been entering each sales receipt captured by the website into
QuickBooks Online. Let's see if we can find an app on apps.com that
can sync her data and enter her website sales into QuickBooks Online
,automatically! We'd certainly be heroes if we could save her time and
make her job easier!
If we know what type of website platform Cindy uses, we can enter
the name into the search box because it will only show apps that
include the keywords that we enter. Notice that there are apps to sync
data between lots of different types of website platforms like
Magento, Shopify, and WooCommerce.
◍ Which two categories would you find (POS)-based apps under?
Answer:- Manage customers
- Sync data
◍ How might you get lists and transactions into a new Quickbooks
Online company? Answer:- Import Excel files
- Convert QBD files
◍ Which subscription level in QBO could you recommend that would
provide features such as tracking for sales and sales tax?
Answer:Simple Start, Essentials, Plus, or Advanced
◍ To be listed in the QB App Center, apps must ______________
Answer:Meet strict requirements and undergo a testing process
◍ Wholesale billing has three key benefits. What are they? Answer:-
Bundling all client subscriptions into one invoice
- Easy tracking
- Switch anytime
,◍ Onboarding Workflow: Tasks Answer:The steps in the QuickBooks
Online Accountant QuickStart template for onboarding aren't just a set
of tasks to check off, but a list of opportunities to add value and
develop a great working relationship.
◍ OW: Meeting the client and gathering information Answer:As
we've seen, by using the New Client Checklist and asking the right
questions, you can more accurately scope the client engagement, set
expectations, and build a stronger collaborative relationship for the
upcoming onboarding process.
Once the contract is signed, providing a detailed onboarding plan and
introduction to the onboarding team, and agreeing on payment
arrangements are key ingredients for success.
Getting this right gives the client the reassurance they may need that
they're getting expert advice.
◍ OW: Recommending the best QBO solution Answer:A completed
New Client Checklist will provide you with the information you need
to recommend the best QuickBooks Online solution for your client.
The completed Client Profile section will provide the information you
need to complete the client's account settings for them. You can even
request a copy of your client's logo to surprise your client with a
customized homepage and sales template!
◍ OW: Customization Answer:Whether you're advising on a custom
payroll setup, adding logos, or improving sales form templates, you
can demonstrate your value to clients by helping them to build the
best workflows for their unique business.
, When setting up lists for businesses new to QuickBooks Online,
review their current customer/vendor lists to determine if you can
utilize the current data to import into QuickBooks Online or if you
can tailor it to their needs with some adjustments to their lists and
categorization options.
◍ OW: Training and mentoring Answer:It's a great idea to help clients
help you as their accountant/bookkeeper by training them in best
practice methods.
Training and mentoring also allows you as a ProAdvisor to highlight
your value as a subject-matter expert, not just in accounting best
practice and requirements, but also in how they should work in
QuickBooks Online to get the best results.
It's a great time to remind them to download the QuickBooks Online
app so that they can keep track of their finances on the go.
The sooner they're confident in recording their day-to-day
transactions, the sooner they'll see the value and time-saving benefits
of QuickBooks Online and their trusted advisor—you!
◍ QBO Status Updates Answer:There are lots of benefits of having
your client's financial information in the cloud. But what happens if
there's a problem? As part of your client onboarding process, it's a
good idea to make them aware of how to deal with outages.
◍ SU: How do I know if there's an outage? Answer:In the U.S., we
continuously monitor QuickBooks Online for outages and
slowdowns. We provide status updates on any service outages or
interruptions here.
