QUICKBOOKS PROADVISOR EXAMINATION
TEST 2026 COMPLETE STUDY GUIDE WITH
SOLVED Q&A
◉ The client list is split into four tabs:
Answer: Overview
Bookkeeping
Payroll
Multi-entity
◉ From QuickBooks Online Accountant, what's the quickest way of
seeing what QuickBooks plan a client has?
Answer: Hovering over the QB icon next to a client's name will show
you their QuickBooks plans.
◉ When you sign into QuickBooks Online Accountant you'll see a list
of clients.
Which of the following statements about the client list are true?
- The Payroll tab only shows clients which have QuickBooks Payroll
subscriptions
,- You'll see all the firm's clients, but can only access the QuickBooks
accounts if you have been given permission
- You'll only see clients you've been given access to
- Only clients with active QuickBooks Online subscriptions will
appear in the Overview tab of the client list
Answer: - The Payroll tab only shows clients which have QuickBooks
Payroll subscriptions
- You'll only see clients you've been given access to
◉ As an accounting pro, you have access to tools within QuickBooks
that your clients don't. Which of these will step you through the
most common period-end tasks to help ensure your clients' accounts
are complete and accurate?
Answer: Books review
◉ The chart of accounts is the backbone of QuickBooks.
Which of the following statements about it are TRUE?
Answer: -Asset, liability, and equity accounts appear on the balance
sheet, all other accounts appear on the profit and loss statement
-The number of accounts you can create in a client's chart of
accounts depends on their QuickBooks plan
,◉ A ProAdvisor is talking to a potential new client about working
together. How could an understanding of the QuickBooks and Intuit
solutions help the ProAdvisor in this conversation?
Answer:
◉ Which Intuit solution can be connected to QuickBooks Online and
synced with customer and order data to create and support
marketing for a client's business?
Answer: Mailchimp
◉ Why is it best to access your clients' QuickBooks accounts through
QuickBooks Online Accountant?
Answer:
◉ Which of these features of QuickBooks is NOT an accounting-pro
only feature?
Answer:
◉ Which of the centers in QuickBooks Online allows your client to
connect their bank accounts to QuickBooks, and is where you can
see a bank feed from connected accounts?
Answer:
, ◉ Which item type in the Product and service list should you select
for items that are bought and sold and whose quantities on hand are
not tracked?
Answer: -Non-inventory
◉ Which of the following statements about managing customers are
TRUE?
Answer: -Multiple customers can be added via .csv file
-If you inactivate a customer with an outstanding balance,
QuickBooks will create an adjusting transaction to zero out the
balance
◉ Copying to a purchase order:
Answer: -Clients subscribed to QuickBooks Online Plus or Advanced
plans can copy details from the estimate to a purchase order.
◉ A client has an auto repair shop. They have replaced the tires on a
customer's truck and they collect payment when the customer picks
up the truck at the end of the day. Which sales form should they use
to record this sales transaction?
Answer: -Sales receipt
◉ Which of the following statements are TRUE regarding using the
Undeposited Funds account?
TEST 2026 COMPLETE STUDY GUIDE WITH
SOLVED Q&A
◉ The client list is split into four tabs:
Answer: Overview
Bookkeeping
Payroll
Multi-entity
◉ From QuickBooks Online Accountant, what's the quickest way of
seeing what QuickBooks plan a client has?
Answer: Hovering over the QB icon next to a client's name will show
you their QuickBooks plans.
◉ When you sign into QuickBooks Online Accountant you'll see a list
of clients.
Which of the following statements about the client list are true?
- The Payroll tab only shows clients which have QuickBooks Payroll
subscriptions
,- You'll see all the firm's clients, but can only access the QuickBooks
accounts if you have been given permission
- You'll only see clients you've been given access to
- Only clients with active QuickBooks Online subscriptions will
appear in the Overview tab of the client list
Answer: - The Payroll tab only shows clients which have QuickBooks
Payroll subscriptions
- You'll only see clients you've been given access to
◉ As an accounting pro, you have access to tools within QuickBooks
that your clients don't. Which of these will step you through the
most common period-end tasks to help ensure your clients' accounts
are complete and accurate?
Answer: Books review
◉ The chart of accounts is the backbone of QuickBooks.
Which of the following statements about it are TRUE?
Answer: -Asset, liability, and equity accounts appear on the balance
sheet, all other accounts appear on the profit and loss statement
-The number of accounts you can create in a client's chart of
accounts depends on their QuickBooks plan
,◉ A ProAdvisor is talking to a potential new client about working
together. How could an understanding of the QuickBooks and Intuit
solutions help the ProAdvisor in this conversation?
Answer:
◉ Which Intuit solution can be connected to QuickBooks Online and
synced with customer and order data to create and support
marketing for a client's business?
Answer: Mailchimp
◉ Why is it best to access your clients' QuickBooks accounts through
QuickBooks Online Accountant?
Answer:
◉ Which of these features of QuickBooks is NOT an accounting-pro
only feature?
Answer:
◉ Which of the centers in QuickBooks Online allows your client to
connect their bank accounts to QuickBooks, and is where you can
see a bank feed from connected accounts?
Answer:
, ◉ Which item type in the Product and service list should you select
for items that are bought and sold and whose quantities on hand are
not tracked?
Answer: -Non-inventory
◉ Which of the following statements about managing customers are
TRUE?
Answer: -Multiple customers can be added via .csv file
-If you inactivate a customer with an outstanding balance,
QuickBooks will create an adjusting transaction to zero out the
balance
◉ Copying to a purchase order:
Answer: -Clients subscribed to QuickBooks Online Plus or Advanced
plans can copy details from the estimate to a purchase order.
◉ A client has an auto repair shop. They have replaced the tires on a
customer's truck and they collect payment when the customer picks
up the truck at the end of the day. Which sales form should they use
to record this sales transaction?
Answer: -Sales receipt
◉ Which of the following statements are TRUE regarding using the
Undeposited Funds account?
