QuickBooks Online Section 1

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

Excel

Diane Doolittle wants to quickly check what apps a client is connected to and opens the client's QuickBooks Online company from her Client dashboard. Where can she see which apps are connected to the client's account from within the client's QuickBooks Online company?

Gear icon > Account and Settings > Apps

These are products that are bought and sold, and where it is necessary to track quantities on hand.

Inventory (QuickBooks Online Plus + Advanced Only)

These are products bought and sold where it isn't necessary to track quantities on hand, such as small parts used in the installation or delivery of a product.

Non-Inventory

This includes services that are provided to customers, such as an emergency service call visit or other labor.

Service

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

· Ability to use geofencing · Ability to analyze project estimates versus actuals

Which 2 QuickBooks subscription levels would support a client who needs to track inventory and create purchase orders and budgets?

· Advanced · Plus

Which 4 list types can be directly imported into QuickBooks Online from Excel?

· Customers · Chart of accounts · Vendors · Products and services

Which 2 batch actions can be performed in the Customer center in QuickBooks Online?

· Make inactive · Assign a customer type

Which 2 actions can be performed on a vendor in the Vendor center in QuickBooks Online?

· Make inactive · Edit

What are 2 ways to update the chart of accounts to suit the needs of your client?

· Make unnecessary accounts inactive in batch · Merge duplicate accounts

To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply?

· QuickBooks Online Payroll · QuickBooks Time · QuickBooks Online

Where can you enable account numbers for the chart of accounts?

· The Advanced tab in Account and Settings

Where do you customize QuickBooks Online to show product/service column on sales forms?

· The Preferences option from the Gear icon

Which 2 accounts cannot be merged or made inactive?

· Uncategorized Expense · Retained Earnings

Which statement is true when importing lists into QuickBooks Online?

· When importing lists, you can choose to overwrite products and services with identical names

This is a collection of products and services that are sold together, such as the installation of a product that includes both labor and materials.

Bundle

Which section in the New Client Checklist helps you understand your client's needs to determine the features and solutions required?

Client Needs Assessment