QB Section 2

What are 2 features QuickBooks Time Elite has that Premium does not?

-ability to use geofencing ability to track time off ability to approve time before processing payroll ability to set up a schedule for work that needs to be done -ability to analyze project estimates verses actuals

Where should you go to link to a new bank account in a client's QuickBooks Online company?

-banking center accounting center payment center account and settings

In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who only does business in their home state?**

-when their last tax period started -when they started collecting sales tax for the agency -how often they have to file a tax return -their company address whether they travel to other countries whether they have any criminal convictions

When logged into QuickBooks Online Accountant, where can you view apps that are connected to a client's QuickBooks Online?

Apps > QuickBooks apps Apps > Firm apps -Apps > Client apps Apps > Find apps

Bertha Fox, one of your long-time clients, calls and asks how to track payments made to 1099 vendors.

Ensure the Business ID No. has the appropriate number of dashes in the Vendor Information screen Check Track payments for 1099 in the Expenses tab of Account and Settings -Check Track payments for 1099 in the Vendor Information screen Check to make sure that the 1099 wizard is enabled in Account and Settings

Which 4 methods allow clients to process digital payments from customers using QuickBooks Payments?**

Entering payments manually as a Credit memo Taking client payment via cryptocurrency -Entering payments manually as a Sales receipt -Entering payments manually as a Receive payment -Running a card through a card reader attached to a mobile device Sending a Sales receipt to a customer via email -Taking client payment via the Pay Now button on an emailed invoice

How can you switch from Accountant view to Business view in QuickBooks Online?

Gear icon > Tools > Switch to Business view -Gear icon > Switch to Business view Accountant Tools > Switch to Business view +New > Accountant > Switch to Business view

Which options 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 > Invoicing -Standard user > Limited > Customers Standard user > Custom > Invoicing Standard user > Full > Customer and Sales

Which field is required when importing vendors?

address opening balance -vendor name tax id

What connection method eliminates the need to provide a bank user name and password after the initial setup process?

api json auth0 ftp -oauth

Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template?

change invoice terms -change invoice fonts change orientation -add a logo print on letterhead -change invoice color schemes

In the Overview tab of the Client List, what filter can be applied to only show clients assigned to a specific team member?

industry entity type status -lead

Which QuickBooks Time clock-in/clock-out option is specifically designed for businesses with on-site shift workers?

manual time card time clock -time clock kiosk crew tracking

When importing customers for the first time, which of these file types can you use to import your customer list?

pdf txt doc -xlsx docx

Bill Pay powered by Melio allows you to fund payments to vendors using which 3 methods?

venmo wire transfer -debit card -credit card -ach bank transfer paypal