QuickBooks ProAdvisor Certification Questions
By selecting the overdue area of the money bar in the customer list.
How can your client quickly see how many overdue invoices each of his customers has?
Action Link
The __ allows you to immediately create a bill or take another action (such as making a payment).
By going to the money bar.
Using the Sales Center, how can you quickly find out how many overdue sales transactions there are in a company's accounts?
Income, and Sales Data P/L Figures Expenses Credit Card Balances Bank Balances
What is displayed on the dashboard?
1. QuickBooks Online client's books. 2. QuickBooks Self-employed client's books. 3. Your practice's own books.
When you log in to QuickBooks Online Accountant, whose books can you directly access and manage?
In the ProAdvisor section, under Your Practice.
Where would you go on your QuickBooks Online Accountant dashboard to find the best advice for ProAdvisors to develop their businesses and access certifications?
A QB Co is made up of lists and transactions. There are multiple entry points for finding different lists and transactions. As an accountant user, you have an additional drop-down menu in your client's company. Settings and tools can be accessed from the GEAR icon.
Which of the following are features of a client QB's Online Co?
You can see what has been deposited and what hasn't and also the key information regarding invoices that are unpaid and overdue. You can select an individual "card" to go to the relevant center, like Sales or Expenses. It's the screen that you land on when you enter a client account.
Which of the following statements is true of the QuickBooks online dashboard?
How much unbilled sales activity there is in the last 365 days How much is owed through open and invoices in the last 365 days How much has been paid into the business in the last 30 days
Which pieces of information can you find out about your client's financial health from the money bar in the Customer List? Select 3 from the options below.
QuickBooks Online Accountant
Which product will help him manage all his clients all in one place?
Select the Customers tab, then the orange highlighted area indicating overdue invoices
Which steps would you follow if you wanted to see a list of overdue invoices, starting from the QuickBooks Online company Sales Center?
Go to the Customer List and open the Customer
Your client has three invoices open with their customer. How can they quickly see all the open invoices and apply payment to all three at the same time?