QBO Practice Test - CRHS

QuickBooks Online has some great features. Clients can use Online Invoicing, which will track when they've been viewed and paid. Online Invoicing even allows for customer queries via online messages directly linked to the invoice. You now need to enable this feature in the new client company you're setting up.

Take a look at the steps below.

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1. Select the Gear icon, and select Account and Settings, under the Your Company column

2. _________ and scroll down to the Online delivery section.

3. _________ to ensure that Attach invoice as pdf is checked.

Ex. of the answer: Step #: your answer; Step #: your answer

Your client has asked you to turn on warnings for duplicate check and bill numbers in the QuickBooks Online company.

Take a look at the steps below.

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1. __________

2. Under Your Company; select Account and Settings

3. Select the Advanced tab

4. In the Other preferences section, select the option to warn if a duplicate check number is used and warn if a duplicate bill number is used

5. __________

Ex. of the answer: Step #: your answer; Step #: your answer

Your client doesn't want to pay a monthly fee for their QuickBooks payment merchant account. Do they go in the Billing and Subscription tab in Settings on QuickBooks online to sign up for QuickBooks Payments?

• True

• False

Your client has moved and needs you to modify the business address of the company in QuickBooks Online.

Take a look at the steps below.

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1. Sign in to your quickBooks online accountant account.

2. __________

3. You see the client company dashboard.

4. __________

5. Select account and settings

6.Select the pencil icon in the address section of the company tab.

What are the missing steps?

Ex. of the answer: Step #: your answer; Step #: your answer

A great feature of QuickBooks Online is that there are other lists you can utilize to make it easier to fill in forms. Where would you go to find these lists?

Where can you go in QuickBooks Online to import a list of products and services?

A small business owner already has an Intuit ID and is going to set up their own QuickBooks Online company. Below are a series of steps for setting up for a brew QuickBooks Online Company.

1. Go to QuickBooks.com

2. Select the appropriate subscription level

3. Select Sign in

4.____________

5. Select Sign in

What is Step 4?

Ex. of the answer: Step #: your answer

Below are a series of steps fro accepting an invitation from the client to become their accountant user.

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1. Open the email account you use for your Intuit ID

2. You will see an invite from the client company

3. Select the Accept button to accept the invitation

4. ___________ and you’ll see a Success! box

5. Select Continue

Identify the missing step.

Ex. of the answer: Step #: your answer

”QuickBooks Online ________ is the do-it-for-me option: a complete payroll service with a team of US-based payroll experts to take care of payroll for your client.”

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Identify the product that fit in the spaces to correctly to correctly complete the statement.

• ProConnect Tax Online

• Full-Service Payroll

• Sales Center

• Banking Center

“You can also link up _____________ with QuickBooks to simplify workflow and save yourself a significant amount of time. You’ll benefit from a seamless, end-to-end experience that translates a client’s QuickBooks Online books into a tax return.”

• Full-Service Payroll

• ProConnect Online

• Banking Center

• Sales Center