WorksheetsQUICKBOOKS PART#4 STEP BY STEP QUIZ
Total questions: 18
Worksheet time: 15mins
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?
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
Two customers with unpaid invoices pay you with cash on the same day. How do you record these payments so your bank register in Quickbooks online also shows only one aggregated deposit for the day? Which step is not correct?
click receive payment next to each customer and record their individual payment amounts
deposit the money to undeposited funds
click the gear icon
save the aggregated $$ deposit.
click the + icon and select bank deposit. Select both payments from the list
You need to customize a report and you want Quickbooks to remember your customization, how do you get Quickbooks to remember? Which step is incorrect?
(1) when the report is customized, click save customization
(2) name the report and click close
(3) when you want to run the report click the report tab
(4) click the My report tab
(5) click on the report name to run it.
You need to track your company sales and expenses by department, how do you do this? Find the incorrect step or steps.
(1) click the + icon
(2) turn on classes in company setting
(3) create your departments on the class list
(4) on the sales and expense transactions select class(es) associated with each transaction
(5) Run the profit and loss by class report.
How do you track accounts payable in Quickbooks? Which step or steps are incorrect
click the gear icon
enter a Bill
select the account to track
pay the Bill in the pay bills window.
close and track
How do you apply a vendor credit memo to a bill in Quickbooks? Click the step or steps that are correct.
click the gear icon
when you pay the bill
select the bill you want to pay
select the credit you want to apply towards payment
click save
Your boss asks you to record an order he has just placed for some inventory. You have not received the items yet and don’t owe anything to your vendor/supplier at this time. How would you record this in Quickbooks? Click the steps that are correct........
click the global create button +
select Purchase Order
click the gear icon
Fill out the form (4) save the transaction.
save and close
You purchased office supplies online using a company credit card not connected to online banking. How would you record this in Quickbooks? Click all of the steps that are correct.
click the global create button icon +
click product and services
select the expense
fill out the expense info
select the credit card as the payment account.
How do you collapse an expense form if you didn’t want it to show all of the listed figures on the invoice? Select each correct step.
click the gear icon next to the customer’s name
click account and setting
click product and services
company setting
click the expense tab (5) select “track expenses and items as billable.”
