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Intermediate Accounting14th EditionDonald E. Kieso, Jerry J. Weygandt, Terry D. Warfield 1,471 solutions Financial Accounting4th EditionDon Herrmann, J. David Spiceland, Wayne Thomas 1,097 solutions Fundamentals of Financial Management14th EditionEugene F. Brigham, Joel F Houston 845 solutions Liz has set up a new employee with Standard user access but has unchecked the Payroll access box. Which part of QuickBooks Online will the new employee not have access to? Employees Tab Your client has called for help with their bank feeds in QuickBooks Online. You begin by asking them to open the Banking tab in the Left Navigation bar and your client tells you that she doesn't see this option listed. What could be the reason? Your client doesn't have bank feeds enabled Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files? -Notes will automatically be pinned unless you uncheck the Pin box Dianne Doolittle wants to download an itemized invoice for the QuickBooks Online subscriptions on her wholesale billing account for last month. The statement can be downloaded in which 2 file formats? -CSV Depending on the way your practice works, you may need to give team members different access levels based on their roles. What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Full, Basic and Custom Access Which statement about creating a client request in QuickBooks Online Accountant is false? The request is not sent to the client's email address unless the default setting is changed. Heather's Auto Body purchased new equipment with 90 days same as cash terms. What workflow would you recommend so she can make sure to set aside the money to pay it when it comes due in 90 days? Create Bill > Pay Bill Heather just received a customer payment and selected Undeposited Funds as the Deposited to account. Where can she see if she got it right? Sales Center > Invoices tab, then select Deposited on the money bar Sales Center > All Sales, then select Open Invoices on the money bar Lynda is teaching her client proper vendor workflow. What is the correct workflow? Purchase Order > Pay Bill Which 3 navigation features are missing in a Reports Only user's view? Navigation panel What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Full access After finishing a project, how do you change the status of that project in QuickBooks Online Accountant? Project > Status > Done Which 3 statements about the Client request functionality are correct? Selecting Create client request on the Work screen begins the process What sales workflow would you recommend Larry use for Mahoney's? Create Invoice > Receive Payment > Bank Deposit Which option correctly fills in these two sentences? 1. To match your bank register with your bank statement; 2. the Deposit to account is Undeposited Funds What is the correct workflow? Purchase Order > Pay bill Which common workflow error can cause duplicate expenses in QuickBooks Online? Create a bill to record a vendor expense, and create a check to the vendor for the same expense What are 2 tools you can use to identify possible issues in a QuickBooks Online company?
Transaction Journal What are 4 status types that can be assigned to an estimate in QuickBooks Online? Pending 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? Standard User > Limited radio button > Invoicing box Standard User > Full radio button > Customer and Sales box Standard User > Custom radio button > Invoicing box Standard User > Limited radio button > Customer box Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files?(Select all that apply)
Notes will automatically be pinned unless you uncheck the Pin box Clients who don't have a QuickBooks Online company can't have their details displayed on the Client List screen of QuickBooks Online Accountant You can import QuickBooks Online Prep for Taxes data into ProConnect Tax Online to prepare tax returns via the Client Dashboard You can start a new tax return from the Client Dashboard for non-QuickBooks Online clients or clients that are using QuickBooks Online Jessica's client is expanding and needs to upgrade her version of QuickBooks Online. What steps will Jessica take to upgrade in QuickBooks Online Accountant? Gear icon> Subscriptions and billing > Your Subscriptions > Select Action > Upgrade In which team access level do users have view-only access to the QuickBooks Online Accountant firm information, but no access to team billing, subscription billing, or the firm's books? basic access Esther will be helping Heather with her firm's billing, but Heather does not want Esther to have access to her firm's settings or her clients' QuickBooks Online companies.Refer to the graphic and select the letter on the image that shows the correct settings. Which settings should Heather select to give Esther the appropriate access to her firm's books? C What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? 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 launch your QuickBooks Desktop client companies directly from the Client Dashboard You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines You can share documents stored in QuickBooks Online Accountant with the client What types of user permissions can you set up when adding a new team member in QuickBooks Online Accountant? Regular or custom user, Company administrator, Reports only, and Time Tracking only What is the correct process for setting up a recurring project for the same client? Create a new project and select the Repeat button, then set the frequency and duration QuickBooks Online Accountant allows you to request information from your clients. Which 3 statements about the Client request functionality are correct? Selecting Create client request on the Work screen begins the process Checking the Notify client checkbox means the client will be sent an email You can't add attachments to a client request You can request documents from a non-QuickBooks Online client To update the status of a client request, select the request and then the Status drop-down What are the step(s) when using the Sales with Payment customer workflow? Create sales receipts deposited to the Undeposited Funds account > Create Bank Deposit Create Sales Receipt deposited to the checking account Create Bank Deposit Create Invoice > Receive Payment deposited to the Undeposited Funds account > Create Bank Deposit A client is using the Sales on Account workflow. Instead of receiving a payment against the invoice, they add
a new deposit categorized to an income account. They will create duplicate expenses Their accounts receivable balance will not be accurate The income account will show duplicate income The income will not be recorded Their accounts payable balance will not be accurate When the Sales Tax feature is enabled in QuickBooks Online, where must you record sales tax payments? sales tax center Which accountant tool in QuickBooks Online helps identify transactions that may have been removed accidentally from the company file? Voided/deleted transactions What are the steps to create a new estimate in QuickBooks Online? Select sales > All sales > new transactions > Estimate Which statement about creating a client request in QuickBooks Online accountant is false quizlet?Which statement about creating a client request in QuickBooks Online Accountant is false? The request is not sent to the client's email address unless the default setting is changed. Based on the relationship and agreement with the vendors, what are the 2 vendor workflow options to pay your vendors?
How do I create a client request in QuickBooks Online accountant?It appears in the client's company under the My Accountant tab.. Go to Work.. Select Create client request. ... . Fill out the fields.. (optional) If you want to attach a file, select Add document, then Close. ... . To send a notification to your client about the request, select the Notify client checkbox.. Which 2 statements are true about payment links in QuickBooks Online quizlet?Explanation: The 2 statements are true about payment links in QuickBooks Online are: You can use payment links to send a request for payment on an existing invoice and Payment links allow customers to pay via PayPal or Venmo. Payment links refers to a QuickBooks Desktop tool that you utilize to receive payments.
What 3 types of customer statements can be generated by QuickBooks Online statements that show quizlet?QuickBooks can create three types of statements: balance forward, open item, and transaction.
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