Quickbooks online certification exam newest 2025/2026 with
complete Questions and correct answers |already Graded
a+||brand new Version!
Client Needs Assessment Process - correct answer-Who, What, When, and How
Who? - correct answer-Get to know who your client is, what they stand for, what
they're aiming for and where they're coming from
What? - correct 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? - correct 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? - correct 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 - correct 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 - correct answer-the basic contact information fro your client
and their business.
,NCC: Needs Assessment - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct answer-This part of the checklist covers
their payment preferences, outstanding loans, petty cash limits, and reimbursable
expenses, among others.
,Employees and Payroll - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct 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.
Any other requirements - correct answer-Don't forget to ask your client whether
there is anything else they may need that you haven't yet covered or asked.
They may already have an accounting solution and wish to convert their existing
account to QuickBooks Online.
Transaction volume - correct answer-This section is important because it will
reveal to ProAdvisors the transactional volume and scope of the client's business. It
may, for example, indicate that the client might benefit from a QuickBooks Online
Advanced subscription, if transactions exceed a threshold of 43,000. This is because
QuickBooks Online Advanced offers accelerated data-entry features.
Industry trends - correct answer-While you need to take the time to understand
each client's specific requirements, there are some common themes and pain points
based on which industry they're in.
These are five common business industry types, and each comes with its own pain
points:
- Professional services
- Contractor/field services
- Retail and e-commerce
- B2B wholesale business
- Nonprofits
complete Questions and correct answers |already Graded
a+||brand new Version!
Client Needs Assessment Process - correct answer-Who, What, When, and How
Who? - correct answer-Get to know who your client is, what they stand for, what
they're aiming for and where they're coming from
What? - correct 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? - correct 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? - correct 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 - correct 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 - correct answer-the basic contact information fro your client
and their business.
,NCC: Needs Assessment - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct answer-This part of the checklist covers
their payment preferences, outstanding loans, petty cash limits, and reimbursable
expenses, among others.
,Employees and Payroll - correct 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 - correct 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 - correct 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 - correct 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 - correct 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 - correct 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.
Any other requirements - correct answer-Don't forget to ask your client whether
there is anything else they may need that you haven't yet covered or asked.
They may already have an accounting solution and wish to convert their existing
account to QuickBooks Online.
Transaction volume - correct answer-This section is important because it will
reveal to ProAdvisors the transactional volume and scope of the client's business. It
may, for example, indicate that the client might benefit from a QuickBooks Online
Advanced subscription, if transactions exceed a threshold of 43,000. This is because
QuickBooks Online Advanced offers accelerated data-entry features.
Industry trends - correct answer-While you need to take the time to understand
each client's specific requirements, there are some common themes and pain points
based on which industry they're in.
These are five common business industry types, and each comes with its own pain
points:
- Professional services
- Contractor/field services
- Retail and e-commerce
- B2B wholesale business
- Nonprofits
