 Q1

 Which option correctly completes Step 2?

Edit answer

Your answer:
Select Service

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services
items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to
import a vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Which 2 statements are true when creating an OAuth bank connection in QuickBooks
Online?

Edit answer

Your answer:
Some banks require the primary account holder to establish the OAuth connection to the bank
Not all banks and financial institutions support the OAuth bank connection

 Q6
  In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who
only does business in their home state?

Edit answer

Your answer:
Their company address
When their last sales tax period started
How often they have to file a sales tax return
When they started collecting sales tax for the agency

 Q7
 Where does the client initiate the setup of QuickBooks Payments?

Edit answer

Your answer:
Gear icon > Account and settings > Payments

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 Which 2 team user roles have permission to view and search for apps using the Apps tab
in QuickBooks Online Accountant?

Edit answer

Your answer:
Firm Primary Admin
Full Access Team User

 Q10
 On which tab in the Apps Center of QuickBooks Online Accountant would Anette find
the apps that are connected to her clients' companies?

Edit answer

Your answer:
Client apps tab
  Q11
 Where would you go in QuickBooks Online to see the range of default and extra lists that
are available?

Edit answer

Your answer:
Gear icon > All Lists

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Where would you go to find all the lists you can use to fill in forms in QuickBooks
Online?

Edit answer

Your answer:
Gear icon > All Lists

 Q14
 Which 3 options for customizing invoices can you access via the Custom Form Styles >
Invoice template?

Edit answer

Your answer:
Change invoice color schemes
Change invoice fonts
Print on letterhead

 Q1
 What are the steps to import a list of products and services in QuickBooks Online?

Edit answer

Your answer:
 Select + New icon > Tools column > Import Data > Products and Services

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Edit answer

Your answer:
Banking Center

 Q6
 In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who only
does business in their home state?

Edit answer

Your answer:
Their company address
When their last sales tax period started
How often they have to file a sales tax return
 When they started collecting sales tax for the agency

 Q7
 Where does the client initiate the setup of QuickBooks Payments?

Edit answer

Your answer:
Gear icon > Account and settings > Payments

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 When searching for apps, which 2 methods can be used on the Find apps tab?

Edit answer

Your answer:
Search for an app box
Browse category drop-down

 Q10
 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?

Edit answer

Your answer:
Left Navigation Bar > Apps > Client Apps

 Q11
 Which steps should be followed to set up the different types of payments accepted from clients?

Edit answer

Your answer:
Gear icon> All Lists > Payment Methods

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?
 Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?

Edit answer

Your answer:
Gear icon > All Lists

 Q14
 Which 3 features should you suggest to your clients to build their brand recognition on sales
forms?

Edit answer

Your answer:
Customize your fonts and use a font type that matches the company's branding scheme
Add company logo to customer sales forms
Add a splash of color that matches the company's branding scheme

 Q1
 Which option correctly completes Step 2?

Edit answer

Your answer:
Select Service

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services
items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?
 Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to
import a vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Edit answer

Your answer:
Banking Center

 Q6
 In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who
only does business in their home state?

Edit answer

Your answer:
Their company address
When their last sales tax period started
How often they have to file a sales tax return
When they started collecting sales tax for the agency

 Q7
 Which 4 methods allow clients to process digital payments from customers using
QuickBooks Online Payments?

Edit answer

Your answer:
Running a card through a card reader attached to a mobile device
Entering payments manually as a Receive Payment
Entering payments manually as a Sales Receipt
Taking client payment via the Pay Now button on an emailed Invoice

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 When searching for apps, which 2 methods can be used on the Find apps tab?

Edit answer

Your answer:
Search for an app box
Browse category drop-down

 Q10
 On which tab in the Apps Center of QuickBooks Online Accountant would Anette find
the apps that are connected to her clients' companies?

Edit answer

Your answer:
Client apps tab

 Q11
 Where would you go in QuickBooks Online to see the range of default and extra lists that
are available?

Edit answer

Your answer:
Gear icon > All Lists

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
 QuickBooks Online Elite Payroll

 Q13
 Where would you go to find all the lists you can use to fill in forms in QuickBooks
Online?

Edit answer

Your answer:
Gear icon > All Lists

 Q14
 Where should she go to customize her forms?

Edit answer

Your answer:
Gear icon > Custom Form Styles

 Q1
 What are the steps to import a list of products and services in QuickBooks Online?

Edit answer

Your answer:
Select Gear icon > Tools column > Import Data > Products and Services

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Edit answer

Your answer:
Banking Center

 Q6
 In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who only
does business in their home state?

Edit answer

Your answer:
Their company address
When their last sales tax period started
How often they have to file a sales tax return
When they started collecting sales tax for the agency

 Q7
 Where does the client initiate the setup of QuickBooks Payments?

Edit answer

Your answer:
Gear icon > Account and settings > Payments

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings
 Q9
 When searching for apps, which 2 methods can be used on the Find apps tab?

Edit answer

Your answer:
Search for an app box
Browse category drop-down

 Q10
 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?

Edit answer

Your answer:
Left Navigation Bar > Apps > Client Apps

 Q11
 Which steps should be followed to set up the different types of payments accepted from clients?

Edit answer

Your answer:
Gear icon> All Lists > Payment Methods

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?

Edit answer

Your answer:
Gear icon > All Lists

 Q14
 Where should she go to customize her forms?
 Edit answer

Your answer:
Gear icon > Custom Form Styles

 Which option correctly completes Step 2?

Edit answer

Your answer:
Select Service

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Edit answer

Your answer:
Banking Center
 Q6
 When first setting up sales taxes for a client, what information will be prepopulated?

Edit answer

Your answer:
Company address

 Q7
 Which 4 methods allow clients to process digital payments from customers using QuickBooks
Online Payments?

Edit answer

Your answer:
Running a card through a card reader attached to a mobile device
Entering payments manually as a Receive Payment
Entering payments manually as a Sales Receipt
Taking client payment via the Pay Now button on an emailed Invoice

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?

Edit answer

Your answer:
Firm Primary Admin
Full Access Team User

 Q10
 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?

Edit answer

Your answer:
 Left Navigation Bar > Apps > Client Apps

 Q11
 Which steps should be followed to set up the different types of payments accepted from clients?

Edit answer

Your answer:
=+New > Check

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Which 3 lists will she find on the All lists window?

Edit answer

Your answer:
Chart of Accounts
Payment Methods
Attachments

 Q14
 Which 3 options for customizing invoices can you access via the Custom Form Styles > Invoice
template?

Edit answer

Your answer:
Change invoice color schemes
Change invoice fonts

Question 1
You want to add a new Product and Services entry to your client's QuickBooks Online company.
The service is installation of a server that doesn't include the cost of the hardware. Here are some
steps for getting the job done.
1. Select the Gear icon, select Products and Services, then select New
2. _____________________________________________
3. In the Name field, type Server installation
4. In the Sales information field, type Server installation
5. Sale price/rate is $1250
6. In the Income Account drop-down, select Service/Fee Income
7. Select Save and close
Which option correctly completes Step 2?
Select Product

Select Inventory

Select Service

Select Non-inventory

Select Bundle

Question 2
Which statement is true regarding the Preferred Vendor field in Product and Services
items?
You can add more than one preferred vendor to each product/service item

You can create a new vendor from the product/service information screen

Preferred vendors must be assigned to utilize the Price rules feature

You can reorder your list of preferred vendors

Question 3
What are 2 ways to add a customer to QuickBooks Online?
 Sales > Customers > Add New

+ New > Add Customer

Sales > All Sales

Gear icon > Add Customer

Gear icon > Import Data

Question 4
Which of the following buttons could you use to add a new vendor or find the link to
import a vendor list into QuickBooks Online?
The New Vendor button in the Vendors tab of the Sales screen

The New Vendor button in the Vendors tab of the Expenses screen

The New Vendor button in the Expenses tab of the Expenses screen

The Enter Vendor Details button in the Expenses tab of the Sales screen

Question 5
Which 2 statements are true when creating an OAuth bank connection in QuickBooks
Online?
Some banks require the primary account holder to establish the OAuth connection to the bank

You must add all accounts linked to the online banking user to QuickBooks Online
 You can only import 30 days of bank activity into QuickBooks Online

Not all banks and financial institutions support the OAuth bank connection

Question 6
In QuickBooks Online, what 4 data points do you need to set up sales tax for a client
who only does business in their home state?
Their company address

Whether they have any criminal convictions

Whether they travel to other countries

When their last sales tax period started

How often they have to file a sales tax return

When they started collecting sales tax for the agency

Question 7
Where does the client initiate the setup of QuickBooks Payments?
Sales > All Sales > New transaction

Gear icon > Account and settings > Payments

Gear icon > Account and settings > Sales

=+New > Sales Receipt

Question 8
Your client wants to open a new QuickBooks Payments merchant account. From
inside QuickBooks Online, where can they go to sign up?
In the Usage tab of Account and Settings

In the Advanced tab of Account and Settings

In the Payment tab of the Account and Settings

In the Billing and Subscription tab of Account and Settings

Question 9
When searching for apps, which 2 methods can be used on the Find apps tab?
Search for an app box

Select Best Apps drop-down

Browse category drop-down

Select Essential apps drop-down

Purchase an app box

Question 10
On which tab in the Apps Center of QuickBooks Online Accountant would Anette
find the apps that are connected to her clients' companies?
Find apps tab
 Search apps tab

Client apps tab

Firms apps tab

Question 11
Which steps should be followed to set up the different types of payments accepted
from clients?
Gear icon> Account and settings > Payments

Gear icon> All Lists > Payment Methods

Gear icon> Account and settings > Sales

=+New > Check

Question 12
Which are the 3 payroll options available inside QuickBooks Online companies?
QuickBooks Online Do-it-Yourself Payroll

QuickBooks Online Core Payroll

QuickBooks Online Premium Payroll

QuickBooks Online Elite Payroll

QuickBooks Online Self-Service Payroll

 Question 13
Where would you go to find all the lists you can use to fill in forms in QuickBooks
Online?
Gear icon > All Lists

+ New icon > All Lists

Accounting screen > All Lists

Reports screen > All Lists

Question 14
Erin is excited to start adding some personal branding to her invoice template.
Where should she go to customize her forms?
Gear icon > Custom Form Styles

+ New icon > Custom Form Styles

Gear icon > Account and Settings

Gear icon > All Lists

Section 2
Question 1
 Which option correctly completes Step 2?

Your answer:
✓Select Service
 Question 2
 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Your answer:
✓You can create a new vendor from the product/service information screen

Question 3
 What are 2 ways to add a customer to QuickBooks Online?

Your answer:
✓Sales > Customers > Add New
✓Gear icon > Import Data

Question 4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Your answer:
✓The New Vendor button in the Vendors tab of the Expenses screen

Question 5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Your answer:
✓Banking Center

Question 6
 When first setting up sales taxes for a client, what information will be prepopulated?

Your answer:
✓Company address

Question 7
 Which 4 methods allow clients to process digital payments from customers using QuickBooks
Online Payments?

Your answer:
✓Running a card through a card reader attached to a mobile device
✓Entering payments manually as a Receive Payment
✓Entering payments manually as a Sales Receipt
✓Taking client payment via the Pay Now button on an emailed Invoice

Question 8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Your answer:
✓In the Payment tab of the Account and Settings

Question 9
 Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?

Your answer:
✓Firm Primary Admin
✓Full Access Team User

Question 10
 On which tab in the Apps Center of QuickBooks Online Accountant would Anette find the apps
that are connected to her clients' companies?

Your answer:
✓Firms apps tab

Question 11
 Which steps should be followed to set up the different types of payments accepted from clients?

Your answer:
✓Gear icon> All Lists > Payment Methods

Question 12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Your answer:
✓QuickBooks Online Core Payroll
✓QuickBooks Online Premium Payroll
✓QuickBooks Online Elite Payroll

Question 13
 Which 3 lists will she find on the All lists window?

Your answer:
✓Chart of Accounts
✓Payment Methods
✓Attachments

Question 14
 Which 3 options for customizing invoices can you access via the Custom Form Styles > Invoice
template?
Your answer:
✓Change invoice color schemes
✓Change invoice fonts
✓Print on letterhead

Section 2

Q1. What are the steps to import a list of products and services in QuickBooks Online?
Your answer:
 Select Gear icon > Tools column > Import Data > Products and Services

Q2. When setting up a product/service item, what box needs to be selected to assign a
preferred vendor?
Your answer:
 I purchase this product/service from a vendor

Q3. What are 2 ways to add a customer to QuickBooks Online?

Your answer:
 Sales > Customers > Add New
 Gear icon > Import Data

Q4. Which of the following buttons could you use to add a new vendor or find the link to import
a vendor list into QuickBooks Online?
Your answer:
 The New Vendor button in the Vendors tab of the Expenses screen

Q5. Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?
Your answer:
  Banking Center

Q6. In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who
only does business in their home state?
Your answer:
 Their company address
 When their last sales tax period started
 How often they have to file a sales tax return
 When they started collecting sales tax for the agency

Q7. Which 4 methods allow clients to process digital payments from customers using
QuickBooks Online Payments?
Your answer:
 Running a card through a card reader attached to a mobile device
 Entering payments manually as a Receive Payment
 Entering payments manually as a Sales Receipt
 Taking client payment via the Pay Now button on an emailed Invoice

Q8. Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?
Your answer:
 In the Payment tab of the Account and Settings

Q9. When searching for apps, which 2 methods can be used on the Find apps tab?
Your answer:
 Browse category drop-down

Q10. On which tab in the Apps Center of QuickBooks Online Accountant would Anette find the
apps that are connected to her clients' companies?
Your answer:
 Firms apps tab

Q11. Where would you go in QuickBooks Online to see the range of default and extra lists that
are available?
Your answer:
 Gear icon > All Lists

Q12. Which are the 3 payroll options available inside QuickBooks Online companies?
Your answer:
 QuickBooks Online Core Payroll
 QuickBooks Online Premium Payroll
 QuickBooks Online Elite Payroll

Q13. Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?
Your answer:
 Gear icon > All Lists

Q14. Where should she go to customize her forms?

Your answer:
 Gear icon > Custom Form Styles

SECTION 2

 Q1

 Which option correctly completes Step 2?

Edit answer
Your answer:

Select Service
  Q2

 Which statement is true regarding the Preferred Vendor field in Product and Services items?
Edit answer
Your answer:

You can create a new vendor from the product/service information screen

 Q3

 What are 2 ways to add a customer to QuickBooks Online?

Edit answer
Your answer:

Sales > Customers > Add New

Gear icon > Import Data

 Q4

 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?
Edit answer
Your answer:

The New Vendor button in the Vendors tab of the Expenses screen

 Q5

 Where should you go to set up a new bank feed or link to a bank account in a client's QuickBooks
Online company?
Edit answer
Your answer:

Banking Center

 Q6

 In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who only
does business in their home state?
Edit answer
Your answer:

Their company address

When their last sales tax period started
How often they have to file a sales tax return
When they started collecting sales tax for the agency
  Q7

 Which 4 methods allow clients to process digital payments from customers using QuickBooks
Online Payments?
Edit answer
Your answer:

Running a card through a card reader attached to a mobile device

Entering payments manually as a Receive Payment
Entering payments manually as a Sales Receipt
Taking client payment via the Pay Now button on an emailed Invoice

 Q8

 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?
Edit answer
Your answer:

In the Payment tab of the Account and Settings

 Q9

 Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?
Edit answer
Your answer:

Firm Primary Admin

Full Access Team User

 Q10

 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?
Edit answer
Your answer:

Left Navigation Bar > Apps > Client Apps

 Q11

 Which steps should be followed to set up the different types of payments accepted from clients?
Edit answer
Your answer:
 Gear icon> All Lists > Payment Methods

 Q12

 Which are the 3 payroll options available inside QuickBooks Online companies?
Edit answer
Your answer:

QuickBooks Online Core Payroll

QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13

 Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?
Edit answer
Your answer:

Gear icon > All Lists

 Q14

 Which 3 features should you suggest to your clients to build their brand recognition on sales
forms?
Edit answer
Your answer:

Customize your fonts and use a font type that matches the company's branding scheme
Add company logo to customer sales forms
Add a splash of color that matches the company's branding scheme

Section 2
Review Answers
Take a minute to review your answers before you turn in your work.
Once you submit this section, you won’t be able to change your answers.

 Q1
 What are the steps to import a list of products and services in QuickBooks Online?

Edit answer

Your answer:
Select + New icon > Tools column > Import Data > Products and Services
 Q2
 When setting up a product/service item, what box needs to be selected to assign a preferred
vendor?

Edit answer

Your answer:
I purchase this product/service from a vendor

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Which 2 statements are true when creating an OAuth bank connection in QuickBooks Online?

Edit answer

Your answer:
Some banks require the primary account holder to establish the OAuth connection to the bank
Not all banks and financial institutions support the OAuth bank connection

 Q6
 When first setting up sales taxes for a client, what information will be prepopulated?

Edit answer

Your answer:
Company address

 Q7
 Which 4 methods allow clients to process digital payments from customers using QuickBooks
Online Payments?

Edit answer

Your answer:
Running a card through a card reader attached to a mobile device
Entering payments manually as a Receive Payment
Entering payments manually as a Sales Receipt
Taking client payment via the Pay Now button on an emailed Invoice

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?

Edit answer

Your answer:
Firm Primary Admin
Full Access Team User

 Q10
 On which tab in the Apps Center of QuickBooks Online Accountant would Anette find the apps
that are connected to her clients' companies?

Edit answer

Your answer:
Client apps tab

 Q11
 Where would you go in QuickBooks Online to see the range of default and extra lists that are
available?

Edit answer

Your answer:
 Gear icon > All Lists

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Which 3 lists will she find on the All lists window?

Edit answer

Your answer:
Chart of Accounts
Payment Methods
Attachments

 Q14
 Which 3 options for customizing invoices can you access via the Custom Form Styles > Invoice
template?

Edit answer

Your answer:
Change invoice color schemes
Change invoice fonts
Print on letterhead

 Q1
 What would a client select in their Manage Users screen to give their worker access to create
invoices, but not print checks in their QuickBooks Online company?

Edit answer

Your answer:
Standard User > Custom radio button > Invoicing box

 Q2
 What could be the reason?

Edit answer
 Your answer:
Your client has Business view selected in their settings

 Q3
 What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks
Online Accountant?

Edit answer

Your answer:
You can keep all client contact info, notes, and documents in one place
You can access all your ProConnect Tax Online clients from the same dashboard
You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on
top of important client deadlines

 Q4
 What steps will Jessica take to upgrade in QuickBooks Online Accountant?

Edit answer

Your answer:
Gear icon > Subscriptions and billing > Accountant-billed subscriptions > Select Action >
Upgrade

 Q5
 What are the 3 levels of access that can be granted to Team users of QuickBooks Online
Accountant?

Edit answer

Your answer:
Full access
Basic access
Custom access

 Q6
 What types of user permissions can you set up when adding a new team member in QuickBooks
Online Accountant?

Edit answer

Your answer:
Regular or custom user, Company administrator, Reports only, and Time Tracking only

 Q7
 What is the correct process for setting up a recurring project for the same client?
 Edit answer

Your answer:
Create a new project and select the Repeat button, then set the frequency and duration

 Q8
 Which statement about creating a client request in QuickBooks Online Accountant is false?

Edit answer

Your answer:
The request is not sent to the client's email address unless the Notify client status is changed

 Q9
 What are the step(s) when using the Sales with Payment customer workflow?

Edit answer

Your answer:
Create sales receipts deposited to the Undeposited Funds account > Create Bank Deposit

 Q10
 Which option correctly fills in these two sentences?

Edit answer

Your answer:
1. To match your bank register with your bank statement; 2. the Deposit to account is
Undeposited Funds

 Q11
 What is the correct workflow?

Edit answer

Your answer:
Bill > Pay bill

 Q12
 Which common workflow error can cause duplicate expenses in QuickBooks Online?

Edit answer

Your answer:
Create a bill to record a vendor expense, and create a check to the vendor for the same expense

 Q13
 Which accountant tool in QuickBooks Online helps identify transactions that may have been
removed accidentally from the company file?

Edit answer

Your answer:
Voided/deleted transactions

 Q14
 What are the steps to create a new estimate in QuickBooks Online?

Edit answer

Your answer:
Sales > All Sales > New Transaction > Estimate
Submit section

Section 2
QuickBooks Online Certification:How it works
Leave Exam
Submit section
Review Answers
Take a minute to review your answers before you turn in your work.
Once you submit this section, you won’t be able to change your answers.

 Q1
 Which option correctly completes Step 2?

Edit answer

Your answer:
Select Service

 Q2
 When setting up a product/service item, what box needs to be selected to assign a
preferred vendor?

Edit answer

Your answer:
I purchase this product/service from a vendor

 Q3
 What are 2 ways to add a customer to QuickBooks Online?
 Edit answer

Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to
import a vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Which 2 statements are true when creating an OAuth bank connection in QuickBooks
Online?

Edit answer

Your answer:
You must add all accounts linked to the online banking user to QuickBooks Online
Not all banks and financial institutions support the OAuth bank connection

 Q6
 When first setting up sales taxes for a client, what information will be prepopulated?

Edit answer

Your answer:
Company address

 Q7
 Which 4 methods allow clients to process digital payments from customers using
QuickBooks Online Payments?

Edit answer

Your answer:
Running a card through a card reader attached to a mobile device
Entering payments manually as a Receive Payment
Sending a Sales Receipt to a customer via email
Taking client payment via the Pay Now button on an emailed Invoice

 Q8
  Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings

 Q9
 When searching for apps, which 2 methods can be used on the Find apps tab?

Edit answer

Your answer:
Search for an app box
Browse category drop-down

 Q10
 Where can a Primary admin Accountant User view the apps connected to a client's
QuickBooks Online account from within QuickBooks Online Accountant?

Edit answer

Your answer:
Left Navigation Bar > Apps > Client Apps

 Q11
 Which steps should be followed to set up the different types of payments accepted from
clients?

Edit answer

Your answer:
Gear icon> All Lists > Payment Methods

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
  Which 3 lists will she find on the All lists window?

Edit answer

Your answer:
Chart of Accounts
Payment Methods
Attachments

 Q14
 Where should she go to customize her forms?

Edit answer

Your answer:
Gear icon > Custom Form Styles

SECTION 2

Question 1
What are the steps to import a list of products and services in QuickBooks Online?

●
● Select + New icon > Tools column > Import Data > Products and Services

●
● Select Accountant Tools > Tools column > Import Data > Products and Services

●
● Select Gear icon > Tools column > Import Data > Products and Services

●
● Select Gear icon > Account and Settings > Advanced > Import

Question 2
Which statement is true regarding the Preferred Vendor field in Product and Services items?

●
● You can add more than one preferred vendor to each product/service item

●
● You can create a new vendor from the product/service information screen

●
● Preferred vendors must be assigned to utilize the Price rules feature

●
● You can reorder your list of preferred vendors

Question 3
What are 2 ways to add a customer to QuickBooks Online?

●
● Sales > Customers > Add New

●
● + New > Add Customer

●
● Sales > All Sales

●
● Gear icon > Add Customer

●
● Gear icon > Import Data

Question 4
Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

●
● The New Vendor button in the Vendors tab of the Sales screen
●
● The New Vendor button in the Vendors tab of the Expenses screen

●
● The New Vendor button in the Expenses tab of the Expenses screen

●
● The Enter Vendor Details button in the Expenses tab of the Sales screen

Question 5
Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

●
● Expenses Center

●
● Accounting Center

●
● Sales Center

●
● Banking Center

Question 6
When first setting up sales taxes for a client, what information will be prepopulated?

●
● Client list

●
● Company address

●
● Sales tax filing frequency

●
● Class and locations list

Question 7
Which 4 methods allow clients to process digital payments from customers using QuickBooks
Online Payments?

●
● Running a card through a card reader attached to a mobile device

●
● Entering payments manually as a Receive Payment

●
● Taking client payment via cryptocurrency

●
● Entering payments manually as a Sales Receipt

●
● Entering payments manually as a Credit Memo

●
● Sending a Sales Receipt to a customer via email

●
● Taking client payment via the Pay Now button on an emailed Invoice

Question 8
Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

●
● In the Usage tab of Account and Settings

●
● In the Advanced tab of Account and Settings

●
● In the Payment tab of the Account and Settings

●
● In the Billing and Subscription tab of Account and Settings

Question 9
Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?

●
● Firm Primary Admin

●
● Full Access Team User

●
● Custom Team User

●
● Basic Team User

Question 10
Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?

●
● Select the client from the Client List to open the Client Detail Page > Bookkeeping > View
Connected Apps

●
● Left Navigation Bar > Apps > Client Apps

●
● In the Connected Apps column on the Client List dashboard

●
● Gear icon > Apps > Client Apps

Question 11
Where would you go in QuickBooks Online to see the range of default and extra lists that are
available?

●
● Sales Center > Settings > All Lists

●
● + New button > All Lists

●
● Gear icon > All Lists

●
● Sales Center > Settings > Add Lists

Question 12
Which are the 3 payroll options available inside QuickBooks Online companies?

●
● QuickBooks Online Do-it-Yourself Payroll

●
● QuickBooks Online Core Payroll
●
● QuickBooks Online Premium Payroll

●
● QuickBooks Online Elite Payroll

●
● QuickBooks Online Self-Service Payroll

Question 13
Maria wants to research the other lists that may work well for her clients' needs.
Which 3 lists will she find on the All lists window?

●
● Chart of Accounts

●
● Customers

●
● Payment Methods

●
● Attachments

●
● Vendors

●
● All Transactions

Question 14
Which 3 features should you suggest to your clients to build their brand recognition on sales
forms?

●
 ● Customize your fonts and use a font type that matches the company's branding scheme

●
● Add company logo to customer sales forms

●
● Use the standard template with no customization

●
● Add a splash of color that matches the company's branding scheme

●
● Select a default payment method

Section 2

Review Answers
Take a minute to review your answers before you turn in your work.
Once you submit this section, you won’t be able to change your answers.

 Q1
 What are the steps to import a list of products and services in QuickBooks Online?

Edit answer

Your answer:
Select Gear icon > Tools column > Import Data > Products and Services

 Q2
 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Edit answer

Your answer:
You can create a new vendor from the product/service information screen

 Q3
 What are 2 ways to add a customer to QuickBooks Online?

Edit answer
 Your answer:
Sales > Customers > Add New
Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a
vendor list into QuickBooks Online?

Edit answer

Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5
 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?

Edit answer

Your answer:
Banking Center

 Q6
 When first setting up sales taxes for a client, what information will be prepopulated?

Edit answer

Your answer:
Company address

 Q7
 Where does the client initiate the setup of QuickBooks Payments?

Edit answer

Your answer:
Gear icon > Account and settings > Payments

 Q8
 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?

Edit answer

Your answer:
In the Payment tab of the Account and Settings
 Q9
 Which 2 team user roles have permission to view and search for apps using the Apps tab in
QuickBooks Online Accountant?

Edit answer

Your answer:
Firm Primary Admin
Full Access Team User

 Q10
 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks
Online account from within QuickBooks Online Accountant?

Edit answer

Your answer:
Left Navigation Bar > Apps > Client Apps

 Q11
 Which steps should be followed to set up the different types of payments accepted from clients?

Edit answer

Your answer:
Gear icon> All Lists > Payment Methods

 Q12
 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13
 Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?

Edit answer

Your answer:
Gear icon > All Lists

 Q14
 Which 3 options for customizing invoices can you access via the Custom Form Styles > Invoice
template?

Edit answer

Your answer:
Change invoice color schemes
Change invoice fonts
Add a logo

Section 2
 Q1

 Which option correctly completes Step 2?

Edit answer

Your answer:

Select Service

 Q2

 Which statement is true regarding the Preferred Vendor field in Product and Services items?

Edit answer

Your answer:

You can create a new vendor from the product/service information screen

 Q3

 What are 2 ways to add a customer to QuickBooks Online?

Edit answer

Your answer:

Sales > Customers > Add New

Gear icon > Import Data

 Q4
 Which of the following buttons could you use to add a new vendor or find the link to import a vendor list
into QuickBooks Online?

Edit answer

Your answer:

The New Vendor button in the Vendors tab of the Expenses screen

 Q5

 Where should you go to set up a new bank feed or link to a bank account in a client's QuickBooks Online
company?

Edit answer

Your answer:

Banking Center

 Q6

 When first setting up sales taxes for a client, what information will be prepopulated?

Edit answer

Your answer:

Company address

 Q7

 Where does the client initiate the setup of QuickBooks Payments?

Edit answer

Your answer:

Gear icon > Account and settings > Payments

 Q8

 Your client wants to open a new QuickBooks Payments merchant account. From inside QuickBooks
Online, where can they go to sign up?

Edit answer
 Your answer:

In the Payment tab of the Account and Settings

 Q9

 When searching for apps, which 2 methods can be used on the Find apps tab?

Edit answer

Your answer:

Search for an app box

Browse category drop-down

 Q10

 Where can a Primary admin Accountant User view the apps connected to a client's QuickBooks Online
account from within QuickBooks Online Accountant?

Edit answer

Your answer:

Left Navigation Bar > Apps > Client Apps

 Q11

 Which steps should be followed to set up the different types of payments accepted from clients?

Edit answer

Your answer:

Gear icon> All Lists > Payment Methods

 Q12

 Which are the 3 payroll options available inside QuickBooks Online companies?

Edit answer

Your answer:

QuickBooks Online Core Payroll

QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll
 Q13

 Which 3 lists will she find on the All lists window?

Edit answer

Your answer:

Chart of Accounts
Payment Methods
Attachments

 Q14

 Where should she go to customize her forms?

Edit answer

Your answer:

Gear icon > Custom Form Styles

Section 2

QuickBooks Online Certification:How it works

Leave Exam

Submit section

Review Answers
Take a minute to review your answers before you turn in your work.
Once you submit this section, you won’t be able to change your answers.

 Q1

 Which option correctly completes Step 2?

Edit answer
Your answer:
Select Service

 Q2

 Which statement is true regarding the Preferred Vendor field in Product and Services
items?
Edit answer
Your answer:
You can create a new vendor from the product/service information screen
  Q3

 What are 2 ways to add a customer to QuickBooks Online?

Edit answer
Your answer:
Sales > Customers > Add New

 Q4

 Which of the following buttons could you use to add a new vendor or find the link to
import a vendor list into QuickBooks Online?
Edit answer
Your answer:
The New Vendor button in the Vendors tab of the Expenses screen

 Q5

 Where should you go to set up a new bank feed or link to a bank account in a client's
QuickBooks Online company?
Edit answer
Your answer:
Banking Center

 Q6

 When first setting up sales taxes for a client, what information will be prepopulated?
Edit answer
Your answer:
Company address

 Q7

 Where does the client initiate the setup of QuickBooks Payments?

Edit answer
Your answer:
Gear icon > Account and settings > Payments

 Q8

 Your client wants to open a new QuickBooks Payments merchant account. From inside
QuickBooks Online, where can they go to sign up?
Edit answer
Your answer:
In the Payment tab of the Account and Settings

 Q9
  When searching for apps, which 2 methods can be used on the Find apps tab?
Edit answer
Your answer:
Search for an app box
Browse category drop-down

 Q10

 Where can a Primary admin Accountant User view the apps connected to a client's
QuickBooks Online account from within QuickBooks Online Accountant?
Edit answer
Your answer:
Left Navigation Bar > Apps > Client Apps

 Q11

 Which steps should be followed to set up the different types of payments accepted from
clients?
Edit answer
Your answer:
Gear icon> All Lists > Payment Methods

 Q12

 Which are the 3 payroll options available inside QuickBooks Online companies?
Edit answer
Your answer:
QuickBooks Online Core Payroll
QuickBooks Online Premium Payroll
QuickBooks Online Elite Payroll

 Q13

 Where would you go to find all the lists you can use to fill in forms in QuickBooks
Online?
Edit answer
Your answer:
Gear icon > All Lists

 Q14

 Where should she go to customize her forms?

Edit answer
Your answer:
Gear icon > Custom Form Styles
Submit section