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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
-You can import QuickBooks Online Prep for Taxes data
into ProConnect Tax Online to prepare tax returns via the Client Dashboard
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
-PDF
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
Search box
+ New button
What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant?
Full access
Basic access
Custom 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
Checking the Notify client checkbox means the client will be sent an email
To update the status of a client request, select the request and then the Status drop-down
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
Audit Log
What are 4 status types that can be assigned to an estimate in QuickBooks Online?
Pending
Accepted
Closed
Rejected
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.
What 2 problems will this cause?
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