QuickBooks – Practice Test

Setup

1. During the Advanced Setup, you can turn on and off which features in the EasyStep
Interview?
a. Sales taxes
b. Inventory
c. Progress Invoicing
d. All of the above

2. During the Advanced Setup, you can set up a password for which of the following
users during the EasyStep Interview?
a. Administrator
b. External Accountant
c. You cannot setup passwords during the EasyStep interview
d. All users

3. When setting up a new company through the Advanced Setup, some company
information is optional and some is absolutely required. Which of the following
pieces of information does QuickBooks require you to enter during the EasyStep
Interview?
a. Company name
b. Company password
c. Tax ID
d. All of the above

4. How do you set up multiple businesses in QuickBooks (assuming each business files
a separate tax return)?
a. Purchase a separate QuickBooks license for each company you need to set up.
b. Use the Advanced Setup to go through the EasyStep interview for the oldest
company first, and then choose File > Add a separate business at the end of the
interview.
c. Use the Advanced Setup to go through the EasyStep interview for each company
to create a separate company file.
d. Use the Advanced Setup to go through the EasyStep Interview for the largest
company first, and then choose File > Add a separate business at the end of the
interview.

Page 1 of 20
 5. During the Advanced Setup, how do you setup a new account that is not on the
default list of accounts during the EasyStep Interview?
a. You can’t add accounts that are not on the QuickBooks default list. Finish the
interview and add the accounts directly to the Chart of Accounts.
b. Click Add new account in the EasyStep Interview.
c. Click Edit Account during the EasyStep Interview.
d. Select Import My Chart of Accounts during the EasyStep Interview.

6. You’ve been hired by a company that started in 1911. They’ve never used
QuickBooks. During the Advanced Setup, what “Start Date” should you use in the
EasyStep Interview?
a. There is no Start Date in the EasyStep Interview.
b. The date the company bought QuickBooks.
c. 1911
d. The date you want to begin tracking the company’s finances in QuickBooks.

Utilities/General QuickBooks knowledge/Navigation

7. How do you restore a company file from a backup copy?

a. Choose File > Back Up. Then click the Restore from Backup button.
b. Choose File > Utilities > File Operations > Restore.
c. Choose File > Open or Restore Company. Select Restore a backup copy and
click Next. Choose Local or Online Backup and click Next. Select the file to
restore and click Open. Choose where to restore the file to and click Save.
d. Click the Restore icon on the Home page.

8. Which of the following is NOT a backup option in QuickBooks?

a. Manually back up the file.
b. Automatically back up the data file when closing QuickBooks.
c. Schedule an unattended backup
d. All of the above are QuickBooks backup options.

9. Why would you restore a data file from the backup file?
a. You wish to review the company data as it stood at an earlier date.
b. The company data file on your hard drive is damaged and cannot be used.
c. Your computer crashed. You reloaded QuickBooks, and now you are ready to
open the company file.
d. All of the above.

Page 2 of 20
10. How do you switch to Multi-User Mode?
a. Choose Company > Set Up Users and Passwords > Set Up Users from the
menu.
b. Open the data file from a remote location.
c. Choose Edit > Preferences > Multi-User from the menu.
d. Choose File > Switch to Multi-user Mode from the menu.

11. If you choose to remove transactions as of a specific date from the “Condense Data”
window, what does QuickBooks do?
a. Removes all payroll transactions that occurred on that date. This is a great way to
fix the mistakes a new person made on a particular day.
b. Removes all transactions while leaving lists, preferences, and service
subscriptions intact.
c. Changes the company's start date.
d. Deletes all transactions, as well as user passwords and access privileges.

12. What happens when you press F2 in QuickBooks?

a. Nothing, because function keys are not designed to work with QuickBooks.
b. QuickBooks opens the Help.
c. QuickBooks opens the Product Information window which includes version and
company file information.
d. QuickBooks closes all windows.

13. When would you enter a journal entry?

a. To correct errors (if you have a strong accounting background)
b. For year-end adjustments
c. To enter depreciation
d. All of the above

14. If the computer that houses your QuickBooks data crashes, what should you do?
a. Restore a back up copy of your company file
b. Create a back up copy of your company file
c. Condense your company file data
d. Export your data to Excel

Page 3 of 20
 15. When you start a company or are hired as a bookkeeper, it is important to know
which edition of QuickBooks you are using. What are the major QuickBooks
editions?
a. QuickBooks Online, QuickBooks Pro, QuickBooks Premier, QuickBooks
Enterprise Solutions
b. QuickBooks Online, QuickBooks Basic, QuickBooks Pro
c. QuickBooks Basic, QuickBooks Pro
d. QuickBooks Premier, QuickBooks Enterprise Solutions

16. When entering a journal entry, what happens if the debits don’t equal the credits?
a. QuickBooks sends the difference to an adjustment account.
b. QuickBooks will not allow you to record the transaction.
c. QuickBooks asks you what to do with the “unequal” amount.
d. Nothing. QuickBooks records the transaction as is.

List management

17. What do the diamonds mean on certain lists (for example, the diamonds to the left
of each Customer:Job)?
a. You are not allowed to delete that entry.
b. You can click on the diamond and move the list entry to a different location on
the list.
c. There are open transactions related to the list entry.
d. You cannot move the list entry.

18. If you moved a list entry up or down, what happens when you add a new entry to
the list?
a. QuickBooks adds new list entries to the bottom of the list, regardless of alphabetic
order.
b. QuickBooks adds new list entries in alphabetic order.
c. QuickBooks adds new list entries to the top of the list, regardless of alphabetic
order.
d. QuickBooks asks you how to sort new list entries.

19. What is the maximum number of names that can be included on the Names lists in
QuickBooks Pro or Premier?
a. 10,000
b. 1,000
c. 2,500
d. 14,500

Page 4 of 20
 20. What keyboard shortcut allows you to see a total for all four names lists?
a. F2
b. Ctrl + L
c. F12
d. Ctrl + 4

21. How do you combine or merge two list entries?

a. Rename the unwanted list entry to match the name of the list entry you want to
merge into.
b. Open the list entry you want to get rid of and click Merge.
c. From the bottom of the list, click the Activities menu and select Combine
Entries.
d. You cannot combine or merge two list entries.

22. Can you delete a list entry (for example, an item)?

a. Yes, if the list entry is not used in any transactions or is not part of another list
entry (for example, a group item).
b. No, if the list entry is used in any transactions or is part of another list entry (for
example, a group item).
c. Both A and B are correct.
d. No, you can never delete a list entry.

Items

23. Suppose you own a company that repairs bicycles. What item type should you use
for “bicycle repair”?
a. Inventory Part
b. Non-inventory Part
c. Other Charge
d. Service

24. Which of the following is NOT an Item Type?

a. Inventory Part
b. Service
c. Non-inventory Part
d. Income

Page 5 of 20
25. Which of the following statements is true concerning items?
a. You can use one item to represent different services or goods.
b. Items allow you to track your sales in more detail without cluttering your Chart of
Accounts or Profit & Loss.
c. To create an invoice, you must use an item.
d. All of the above.

26. What are other benefits of using items?

a. You can track the actual quantity of goods or services you sell .
b. They can save you time by automatically entering a description and price on
forms.
c. They allow you to track a lot of detail without cluttering your Chart of Accounts.
d. All of the above.

27. What item type should you use for inventory that you assemble from other items
and then sell?
a. Group
b. Inventory Part
c. Inventory Assembly
d. Non-inventory Part

28. You’ve just been hired by a bakery that sells delicious cup cakes. When they buy
ingredients (flour, eggs, milk, and sugar), they use the Expense tab and assign the
costs to a Cost of Goods Sold account. You need to set up an item for cakes. What
item type should you use?
a. Group
b. Inventory Part
c. Inventory Assembly
d. Non-inventory Part

29. What account (on the Chart of Accounts) is affected when you sell an item?
a. The account you selected when you set up the item.
b. Other Income account.
c. A default sales account set up by QuickBooks.
d. Accounts are not affected by items.

Page 6 of 20
 30. If you associate a service item with two accounts, how does QuickBooks know which
account to use on a transaction?
a. When the item is on a sales form, QuickBooks uses the account under “Sales
Information” in the item setup. When it’s on a purchase form, it uses the account
under “Purchase Information.”
b. When you enter the item on a transaction, QuickBooks asks which account to use.
c. You cannot associate two accounts to an item.
d. Items do not affect accounts.

Sales

31. What transaction should you enter if a customer returns a damaged product or, in
the case of a service, complains so much you decide to offer a refund?
a. Debit Memo
b. Credit Memo
c. Customer Return
d. Check or Bill

32. When would you create an estimate in QuickBooks?

a. When you want to send a billing statement
b. When a customer requests a bid, quote, or proposal
c. When a customer loses an invoice and needs a second copy
d. When a customer pays for goods and services at the time of sale

33. When you invoice for time and costs, where does QuickBooks get the billable time
or costs?
a. QuickBooks places a “Time/Costs” stamp on the invoice, but you must manually
enter the line items on the invoice.
b. From billable time entered on bills and checks.
c. From payroll costs/expenses marked as billable on paychecks.
d. From billable time entered on timesheets and/or billable costs entered on checks
and bills.

34. When should you create an invoice in QuickBooks?

a. When a customer purchases goods or services and pays you in cash at the time of
the sale
b. When a customer purchases goods or services and pays you by check or credit
card at the time of the sale
c. When a customer purchases goods or services, but you don’t want to record the
sale as final
d. When a customer purchases goods or services but does not pay you at the time of
the sale

Page 7 of 20
35. When should you use a Sales Receipt in QuickBooks?
a. To give a customer a receipt for payment of an invoice
b. To record a customer prepayment or deposit
c. To record a customer payment at the time of sale
d. To enter a customer early-payment discount

36. What is the purpose of Progress Invoicing?

a. To invoice items marked as billable
b. To automatically update a customer’s job status
c. To invoice from an estimate in increments
d. To convert a sales order to an invoice

37. When you create a statement and select “All open transactions as of statement
date,” what does QuickBooks show on the statement?
a. Open transactions as of the statement date
b. All transactions during the specified date range
c. Invoice item details for invoices
d. Customer payments that haven’t been deposited

38. What do you need to record in QuickBooks when a customer’s check bounces (the
customer had non-sufficient funds, NSF)?
a. There is less money in the checking account.
b. The customer owes you for the amount of the check (and optionally a bounced
check fee).
c. The NSF fee the bank charged you.
d. All of the above.

39. You received 5 customer payments in the mail. At the bank you deposit the 5 checks
as one deposit. When you record the 5 separate payments in QuickBooks, how do
you show that the 5 checks were actually 1 deposit?
a. In the receive payments window, check “deposited with deposit number.”
b. Record all the payments in the same Receive Payments window.
c. When you use the Receive Payments window, QuickBooks doesn’t deposit the
money in your checking account. After you record the 5 payments, click Record
Deposits and select the 5 checks.
d. All of the above

40. What options do you have after you create a credit memo in QuickBooks?
a. Retain as an available credit
b. Give a refund
c. Apply to an invoice
d. All of the above

Page 8 of 20
Purchases

41. Suppose you have a subcontractor who receives a 1099 from your company. Which
list should you add them to?
a. Employee List
b. Vendor List
c. Other Names List
d. Class List

42. When should you NEVER delete a check?

a. You recorded a check but have not printed it yet.
b. You printed a check on blank paper but now realize you don’t want to record the
check.
c. You accidentally recorded the same check (with the same check number) twice.
d. You printed a check, and the check number has been used.

43. What methods for purchasing can be recorded using the Write Checks window?
a. Debit card purchase
b. Petty cash purchase
c. ATM withdrawal
d. All of the above

44. How do you track accounts payable in QuickBooks?

a. Enter a bill, and then use the Write Checks window.
b. Write a check, and then mark it as “pending” until you pay it.
c. Enter a bill, and then use the Pay Bills window.
d. You can’t track accounts payable.

45. What transaction/form do you begin with to enter a vendor credit?

a. Vendor Credit
b. Enter Bill
c. Pay Bills window
d. Receive Vendor Credit

46. What happens to the inventory asset account when you enter a purchase order for
inventory?
a. The inventory asset account increases.
b. The inventory asset account decreases.
c. The inventory asset account is not affected. Cost of Goods Sold increases.
d. No accounts are affected.

Page 9 of 20
 47. Which form should you use to enter petty cash expenditures?
a. Enter Petty Cash
b. Money Out
c. Enter Credit Card Charges
d. Write Checks or use check register

48. When reconciling your bank account in QuickBooks, what must the beginning
balance match?
a. The beginning balance should always equal the net amount of all uncleared bank
transactions.
b. It should always match the opening balance on the paper bank statement.
c. It should always match the original account opening balance when the account
was created.
d. The beginning balance should always be zero.

49. What is a reason to use the Items tab when entering a bill?
a. To track expenses.
b. To assign a cost to a job or purchase inventory.
c. To track freight charges.
d. There is not an Items tab on the Enter Bills form.

50. How do you set up QuickBooks to automatically use discounts and credits?
a. QuickBooks cannot be set up to automatically use discounts and credits.
b. Choose Edit > Preferences > Discounts & Credits.
c. Memorize a bill and select the box next to Automatically use discounts and
credits
d. Choose Edit > Preferences > Bills > Company Preferences, and then select to
automatically use discounts or credits.

Payroll

51. When printing paychecks, what is the preferred check style to give an employee a
paystub?
a. Standard
b. Wallet
c. Payroll
d. Voucher

Page 10 of 20
52. When setting up a new employee, what is important about the Payroll Info tab?
a. Whatever you enter/see in this window affects each paycheck, unless you change
the information on the paycheck itself.
b. It identifies the state subject to withholding and the state where the employee
lives (usually the same).
c. You enter Emergency Contact information, which is required by law in many
states.
d. This tab tracks an employee’s age and gender necessary for tax calculations.

53. Why must you set deposit frequencies for the taxes or deductions your company has
to pay (Payroll Liabilities)?
a. This is required by State and Federal governments. If these are not set up, a
warning is sent to the agency.
b. So that QuickBooks can enter the dates on the Payroll Calendar that checks are
due.
c. So that Payroll Liabilities show up in the Pay Scheduled Liabilities list in the
Payroll Center.
d. You don’t need to set deposit frequencies. QuickBooks does it for you.

54. What are the first two steps to set up payroll in QuickBooks?
a. 1) Sign up for a payroll service; and 2) complete the Payroll Setup Interview.
b. 1) Sign up for a payroll service; and 2) Setup Payroll Schedules.
c. 1) Turn on payroll through preferences; and 2) complete the Payroll Setup
Interview.
d. 1) Complete the Payroll Setup Interview; and 2) set up employees.

55. When you set up a new Payroll Item using the EZ setup wizard, which is not a
choice?
a. Compensation
b. Retirement Benefits
c. City/Local Taxes
d. Insurance Benefits

56. How do you use Write Checks to pay Payroll Liabilities so your Payroll reports are
accurate?
a. You can’t.
a. On the Write Checks window, click the Items tab and enter the Payroll Items you
are paying.
b. On the Write Checks window, click the Payroll Items tab and enter the Payroll
Items you are paying.
c. Select the Payroll Liability checkbox on the Write Checks window.

Page 11 of 20
57. Which of the following Payroll Services are available with QuickBooks?
a. Basic
b. Enhanced
c. Assisted
d. All of the above

58. How do you track sick or vacation time in QuickBooks?

a. When you set up an employee, define how QuickBooks should accrue time.
b. Set up a sick or vacation wage item.
c. Pay an employee with a sick or vacation wage item.
d. All of the above.

59. How does entering time for a job affect job cost reports?
a. QuickBooks adds the cost of that employee’s time to the job cost.
b. QuickBooks adds the cost of that employee’s “labor burden” to the job cost.
c. A and B.
d. None of the above.

60. When would you use the Expenses tab on a payroll liability check?
a. Never. QuickBooks automatically uses payroll items to show what you are
paying.
b. To enter late fees/penalties or interest.
c. There is no Expenses tab on a payroll liability check.
d. To pay an employee’s garnishment.

61. What report should you use to help you complete the state unemployment tax form?
a. Payroll Summary
b. Payroll Data Review
c. Employee State Taxes Detail
d. State Unemployment report

62. What form must you give to an employee?

a. 1099
b. 1096
c. W-2
d. 1040

Page 12 of 20
Reports

63. Which of the following is a way to access a report in QuickBooks?

a. From the Reports menu
b. From the Report Center
c. By clicking Reports at the bottom of lists
d. All of the above

64. When you send a QuickBooks report to Excel, which feature allows you to have a
drop-down list for each column to allow filtering?
a. Advanced Collapse
b. Auto Outline
c. Advanced Expand
d. Auto Filter

65. How do you create a memorized group of reports?

a. Click the Report Center icon. Then click the Create New Report Group button.
b. Open the Memorized Report List and then click Memorized Report > New
Group.
c. Choose File > Reports > Memorized Reports > Create Group.
d. Open the Group Reports List and then click Groups > New Group.

66. What is the purpose of subaccounts?

a. Track departments or locations efficiently
b. Track finances in more detail by grouping accounts in a logical fashion and
showing a subtotal for those accounts
c. To show different Account Types together in one section of a report
d. None of the above

67. What is the easiest way to organize your memorized reports?

a. Track your memorized reports in Excel.
b. Create a report group.
c. Delete reports from your Memorized Report List quarterly to keep the list
manageable.
d. You are only allowed to create 5 memorized reports, so there is no need to
organize your reports.

Page 13 of 20
68. How do you create a memorized group of reports?
a. Click the Report Center icon. Then click the Create New Report Group button.
b. Open the Memorized Report List and then click Memorized Report > New
Group.
c. Choose File > Reports > Memorized Reports > Create Group.
d. Open the Group Reports List and then click Groups > New Group.

69. How do you display or print a batch/group of reports quickly?

a. The only way is to create a memorized group of reports.
b. Choose Reports > Process Multiple Reports.
c. You can’t do this in QuickBooks.
d. On the Home Page, click Batch Reports.

70. What options (tabs) do you have to change a report when you click Customize
Report?
a. Display
b. Filters
c. Header/Footer and Fonts & Numbers
d. All of the above

71. What happens if you click Collapse on a report?

a. QuickBooks minimizes the report on the Home Page.
b. QuickBooks only shows data for the current month.
c. QuickBooks hides Subaccounts and only shows Parent accounts.
d. QuickBooks displays the report smaller so you can see other things on your
screen.

72. What happens if you double-click a diamond on a report column?

a. QuickBooks opens a detailed report about just that column.
b. QuickBooks automatically adjusts the column width to fit the data in the column.
c. QuickBooks hides the column.
d. None of the above.

73. You have customized and then memorized a report. What does QuickBooks save
when memorizing a report?
a. Report header, filters, and transactions
b. Transactions only
c. Report header, filters, and columns but not the actual transactions
d. Everything. A memorized report is like a photographic snapshot of a report.

Page 14 of 20
 74. If you set up and track Sales Tax in QuickBooks, which category of reports contains
Sales Tax reports?
a. Sales Reports
b. Vendors and Payables
c. Sales Tax
d. Tax Liability

75. What can you do in the Reports & Graphs Preferences (Edit > Preferences)?
a. Change the summary basis (Accrual or Cash) for all reports
b. Change Format options like font color and size
c. Set which date to use for aging reports
d. All of the above

76. Which of the following reports answers the question “What transactions make up
the current balance I owe each Vendor?”
a. A/P Aging Summary
b. Accounts Payable graph
c. Vendor Balance Detail
d. Expenses by Vendor Detail

77. What happens when you QuickZoom on a number in a report?

a. QuickBooks shows more detail about the number on the report.
b. QuickBooks shows you the Journal Entry it makes “behind the scenes” for that
number.
c. QuickBooks displays who entered and modified the transaction.
d. QuickBooks magnifies the number so it is easier to read.

78. How do you move columns on a report?

a. Click Customize Report, and in the Display tab under Columns, click the diamond
to the left of the column and drag it to the desired position.
b. You can’t do this in QuickBooks. You have to export the report to Excel first.
c. Click the diamond to the right of the column and drag it to the desired position.
d. Move your cursor over the column heading, and when it becomes a hand, click
and drag the column to the desired position.

Basic accounting

79. What is one way that QuickBooks uses the Account Type?
a. To track revenue and expense by office or business segment
b. For financial ratios in the Analysis module
c. To change the color of different sections on the financial statements
d. To identify where the account appears on the financial statements

Page 15 of 20
80. What does the term “Double-entry accounting” mean?
a. That the Income and Expense accounts are always part of every transaction.
b. There are always at least two accounts involved in every financial transaction.
c. That the Cost of Goods Sold account and the Liabilities account are always part of
a transaction.
d. The Equity and Asset accounts are always involved in a transaction.

81. What is the purpose of the Chart of Accounts?

a. It allows accountants to view accounting records remotely.
b. It is how you categorize financial transactions.
c. To see a graphical chart of income and expenses.
d. To categorize items.

82. You suspect that someone has changed a transaction. What report should you run?
a. Audit Trail Report
b. User Entry Report
c. Modified Transactions Report
d. Changed Transactions Report

83. How can you stop yourself and others from deleting, editing, or adding transactions
in a closed period?
a. Start a new company file each period (fiscal year)
b. Change the fiscal year in the Company Information window
c. Set a closing date
d. Edit the user’s profile and enter a date in the “Restrict entry after this date” field

84. When you run Financial Statements in QuickBooks, what bookkeeping basis can
you use to view the report?
a. Cash Basis.
b. Accrual Basis.
c. You can switch the bookkeeping basis if you want.
d. All of the above.

85. What are the 2 main Financial Statements you can run from the “Company and
Financial” category of reports?
a. Balance Sheet, Profit and Loss
b. Balance Sheet, Statement of Operations
c. Profit and Loss, Statement of Operations
d. Statement of Operations, Statement of Financial Position

Page 16 of 20
 86. What are the main sections of the Profit & Loss?
a. Income, Expenses, and Liabilities
b. Income, Cost of Goods Sold, and Expenses
c. Income, Assets, and Owner’s Equity
d. Assets, Liabilities, and Equity

87. You successfully reconciled the checking account last month. This month, when you
begin to reconcile the same account, you notice that the beginning balance
calculated by QuickBooks is different from the beginning balance according to the
bank. How can this happen?
a. It can’t happen.
b. Someone changed the beginning balance amount.
c. Someone changed or deleted a cleared transaction.
d. The bank transposed some numbers on a check or deposit.

88. What is equity?

a. What you own in the business
b. Assets minus (-) liabilities.
c. What you owe to others in the business
d. Assets plus (+) liabilities

Customization/saving time

89. Suppose your address information appears on the upper left of your invoice and you
want to move it to the lower right. How would you do this?
a. Use the QuickBooks Print Engine Editor
b. Use the Layout Designer
c. Open the Financial Statement Designer
d. Use the Custom Form Designer

90. You need to enter the same transaction each month (for example, an insurance
payment). How can you automate this process in QuickBooks?
a. While the transaction is on the screen, choose Edit > Memorize check (or the
name of the transaction).
b. Choose File > Automate Transactions and use the wizard to set up the
automated checks or other transactions.
c. From Preferences, choose General and click Set Up Automated Transactions.
d. While the transaction is on the screen, click the Recur button.

Page 17 of 20
91. How do you set up multiple users in QuickBooks Pro or Premier?
a. Choose Company > Set Up Users and Passwords > Set Up Users.
b. Choose Edit > Preferences and select the Authorized Users Preferences.
c. You can’t set up multiple users in QuickBooks Pro or Premier but only in
QuickBooks Enterprise Solutions and QuickBooks Online.
d. During the loading screen when you install QuickBooks on that user’s machine.

92. You’ve customized an invoice and are ready to use it. But when you open the
invoice, QuickBooks displays the default Intuit Invoice. How do you change it?
a. Choose Lists > Templates and delete the default invoice from the list of
templates.
a. On the invoice, click the Template drop-down arrow and select your customized
invoice.
b. Choose Edit > Preferences and select the Sales and Customers Preferences.
Under the Company Tab, click “Set default invoice to use.”
c. Choose Lists > Templates and double-click your customized Invoice. Select
“Use as default” in the top left of the window. You can also do this step when
you customize the invoice.

93. Suppose you have to track a specific piece of information about your customers that
QuickBooks does NOT track. What is the best way to do this?
a. Export the customer list to Excel, add the information there, and re-import the list.
b. Use the Notes feature for each customer.
c. Edit a customer and click the “Additional Info” tab. Click Define Fields to create
a Custom Field to track anything you want.
d. You can’t create new fields or rename fields in QuickBooks.

94. You don’t like how a form (for example, an invoice) looks when you print it. How
can you change it?
a. Export the form to Word and edit it there.
b. Save it as a PDF and use PDF editing software.
c. Export the form to Excel and edit it there.
d. Click Customize at the top of the form.

95. You notice that when you print an invoice, the information in a field is cut off (that
is, it doesn’t fit). How can you fix this?
a. Use the Layout Designer to make the field wider.
b. Use a different Invoice template.
c. This can’t happen in QuickBooks, as field sizes are automatically adjusted to fit
whatever you type.
d. Send the invoice to Word and use that form instead.

Page 18 of 20
96. Which of these functions can only be performed by the Administrator?
a. Merge entries on lists
b. Add new users and change their access privileges
c. Memorize custom reports
d. Back up the data file

97. Suppose you customized an invoice in QuickBooks. You really like how it looks and
want your estimates to look similar. How do you do this?
a. You cannot duplicate the look and feel of one form to another in QuickBooks.
b. Choose Lists > Templates. Select the form you want to duplicate. Then click the
Templates button and select Duplicate. Then select the type of template you
want to create with the same look, in this case, estimate.
c. Choose Customers > Create Estimate > Duplicate form. You then select the
type of template you want to duplicate, in this case, estimate.
d. Open the customized invoice and click the Duplicate button. You then select the
type of template you want to duplicate, in this case, estimate.

98. How do you customize QuickBooks by changing the color scheme and adding or
removing icons from the Home page?
a. You cannot change the color scheme of QuickBooks.
b. Click Change the look of QuickBooks on the Home page.
c. Right-click on an icon on the Home page to remove it or replace it. Right-click on
the Home page in a blank space to change the color scheme.
d. Choose Edit > Preferences > Desktop View.

99. You notice that multiple accounts should actually be subaccounts. How can you
quickly make these accounts subaccounts of another account?
a. Click on the diamond to the left of the account, drag it below the appropriate
parent account, and release the mouse button. Then click on the diamond again,
drag it to the right, and release the mouse button.
b. Click on an account to select it. Then click the Lists menu and select Chart of
Accounts > Make subaccount.
c. You must click Subaccount of when you set up the new account. If you fail to
mark the account as a subaccount during setup, you cannot make it a subaccount
at a later time.
d. To make a subaccount, right-click on the account and choose Make subaccount.

Page 19 of 20
100. How do you edit a collections letter?
a. You can’t edit the default collection letters. You must create your own template
from scratch.
b. You must click Subaccount of when you set up the new account. If you fail to
mark the account as a subaccount during setup, you cannot make it a subaccount
at a later time.
c. Choose Company > Prepare Letters with Envelopes > Customize Letter
Templates.
d. When QuickBooks opens the letter in Word, click the Edit Template button at
the top of the QuickBooks letter.

Page 20 of 20