QuickBooks online Recrtification
QuickBooks online Recrtification
Section 1
Question
1
You are adding a new client subscription through QuickBooks
Online Accountant.
Which
billing option would you choose if you want Intuit to bill your client?
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Direct discount
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Accountant discount
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Client billing
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ProAdvisor discount
Question
2
Which
one of these bulk actions can you perform on multiple folders in the Shared
Documents tab?
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Rename
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Upload
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Merge
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Delete
Question
3
What
type of user receives notifications when you request files from a client using
the Shared Documents tab?
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Standard user
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Primary admin
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Super admin
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Custom admin
Question
4
What
are 2 reports that can be filtered by customer type?
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Customer A/R Aging Detail
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Customer A/R Aging Summary
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Customer Open Invoices
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Profit and Loss by Customer
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Sales by Customer Type Detail
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Customer Contact List
Question
5
For
what time period does the Categorization history feature in the Banking center
pull in data?
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Last 3 months
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Last 24 months
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Last 12 months
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Last 6 months
Question
6
Which 2
options are available when viewing a check image in the Banking center?
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Attach image to multiple transactions
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Print image directly from QuickBooks Online
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Download image
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View front and back of image
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Edit image
Question
7
Which 3
criteria can be specified in a bank rule?
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Bank account
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Transaction Date
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Transaction Amount
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Tag
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User who entered transaction
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Description
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Date transaction was entered
Question
8
Which 3
are transaction types you can assign in a rule for money-out transactions?
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Refund receipt
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Purchase order
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Check
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Credit memo
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Transfer
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Journal entry
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Expense
Question
9
Where
will recently downloaded transactions appear if Auto-add wasn’t selected when
creating a bank rule?
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Categorized tab
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For review tab
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Rules tab
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Pending tab
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Question
10
Which
report indicates when QuickBooks Online users signed in and out?
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Client overview
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Business snapshot
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Dashboard
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Audit log
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Audit trail
Question
11
Why
might an accountant user not see the Exceptions to Closing Date report in a
QuickBooks Online company?
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A closing date hasn’t been set in the company
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The accountant user doesn’t have the required permissions to
view the report
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The Exceptions to Closing Date report isn’t available with a
Simple Start subscription
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The Audit Log isn’t enabled
Question
12
For any
subscription level, which accountant-only tool enables you to recategorize a
large batch of transactions in a few short steps?
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Write off invoices
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Reclassify transactions
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Recurring transactions
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Prep for taxes
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Books review
Question
13
What
are 2 limitations of the Reclassify transactions tool?
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You can’t change the location when reclassifying expense
transactions
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You can’t change the account for inventory adjustments
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You can’t change the class when reclassifying expense
transactions
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You can’t change the class on deposit transactions
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You can’t change the payment bank account when reclassifying
expense transactions
Question
14
Which
statement is true about bank rules following a full conversion from QuickBooks
Desktop to QuickBooks Online?
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No bank rules will be migrated to QuickBooks Online
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All bank rules will be migrated to QuickBooks Online exactly as
they appeared in QuickBooks Desktop
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Only the first 5 conditions of a bank rule in QuickBooks Desktop
will be migrated to QuickBooks Online
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Only the first 10 conditions of a bank rule in QuickBooks
Desktop will be migrated to QuickBooks Online
Question
15
What
happens when you select All lists and balances during data migration?
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It transfers the client’s chart of accounts, company lists, and
account balances as of the conversion date
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It transfers the client’s chart of accounts, company lists, and
account balances by year
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It transfers the client’s chart of accounts, bank rules, and
account balances as of the conversion date
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It transfers the client’s chart of accounts, budgets, and
account balances as of the conversion date
Question
16
Which 2
reports are among the top 20 memorized reports that convert from QuickBooks
Desktop to QuickBooks Online?
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Profit & Loss by Tag Group
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Profit & Loss by Class
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Profit & Loss by Project
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Profit & Loss by Location
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Profit & Loss by Job
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The Batch Transactions screen in QuickBooks Online Advanced
makes it easy for clients to enter transactions in batches. They can also
duplicate transactions and customize them for each customer, saving a lot of
time in data entry.
QuickBooks Online Advanced allows users to batch-create:
- Invoices
- Bank
deposits
- Sales
receipts
- Bills
- Expenses
- Checks
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