QUICKBOOKS PART#4 STEP BY STEP QUIZ

What are the steps to reinstalling an old customer? Select the 3rd step.

• select Sales

• select Customers

• click the small gear and and select include inactive customers

• select the customer you wish to restore

• click the a make active button

When merging duplicates, three things to remember when merging list issues. Which one is false?

• you cannot merge a customer with a vendor entry

• you cannot merge expenses and items

• you can only merge names from the same type

• you can merge expenses and items

what three things must be postulated on an email form in Quickbooks?

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Name the steps of how you issue a credit memo to a customer’s account? You pick the step 2 and 4.

• (1) click the + icon

• (3) complete the fields in the credit memo

• (2) choose the customer

• (5) save and close the credit

• (4) select credit memo

How do you identify a vendor type in Quickbooks Online? Pick the 1st, 3rd and 4th steps

• (1) click the new button

• (4) manually enter the vendor type in the other field.

• (2) click on vendors in the left menu bar

• (3) compete the vendor information field

How do you record a check that has posted in your bank account in your Quickbooks online bank register? Select steps 1 and 4

• click accounting in the left navigation menu

• find the bank account, then click view register

• in the status column [checkmark] click the field to display a “C” [cleared] status

• select the check to open the details

• save.

On non-transaction regular pages, name four name four options that are shortcut keys in Quickbooks online.

• clrl+alt (opt) + _C_=customers

• cntrl+alt(opt)+_E_= estimates

• cntrl+alt(opt)+_X_=help

• cntrl+alt(opt)+_?_=List shows shortcuts keys.

• 3 out of the 4 listed above is correct

How do you add a new Services List to Quickbooks online? Select the 3rd and 2nd steps

• select the product and services

• click the gear icon

• click the new button

• enter a service name, information [description], rate, and account to track income

• select service.

How do you add custom fields so that they can be used on a sales form? Select the steps that are correct...not all apply!!

• select the gear icon

• select sales forms

• select save

• select company setting

• select sales.

How do you remove a product you no longer sells? Click the step that is not correct.....

• click the + con

• click the gear icon next to the company’s name

• click the drop down its to the right of the product you want to remove

• click products and services to open the lists

• select make inactive