QB Proadvisor Exam

When would you recommend merging accounts to a client?

When the client sets up two accounts that are used for the same purpose

What are 2 ways to track time using QuickBooks Time?

Manual time card Time clock kiosk

Where are 2 places you can search for apps that work with QuickBooks Online?

www.quickbooks-apps.com The Apps tab in QuickBooks Online Accountant

What is the maximum number of characters allowed in the account number field?

7

Which 2 statements about creating a client request in QuickBooks Online Accountant are true?

A document request notification can be sent via email by selecting Notify client A document request appears in the client's QuickBooks Online company in the My Accountant menu

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

Ability to analyze project estimates verses actuals Ability to use geofencing

When downgrading a client's subscription, what will be affected as a result of the downgrade?

All rules will be made inactive

To determine the scope of a bookkeeping clean-up engagement, you are reviewing the Client Overview tab for a potential client. You notice that there is a large amount in the Opening Balance Equity account.

An opening balance was entered when setting up sales tax An opening balance was entered when an inventory item was created

Which 4 of these tabs appear in the Customer information screen?

Attachment Language Note Address

One of your clients was notified that their email was compromised and they need to update all of their banking passwords. Where should they go to update their bank info in QuickBooks Online?

Banking Center > Banking tab > Select account tile > Pencil icon > Edit sign-in info

What does QuickBooks Online automatically create to record the balance owed when adding a vendor with a non-zero opening balance?

Bill

Which menu area allows you to search for apps by the problem or business process they address?

Browse category

Which 3 of these areas does the Client Needs Assessment tool focus on to help gather the information needed to select the right QuickBooks Online subscription for a client?

Client Profile Features and Solutions Needs Assessment

How does Teresa update the lead for her client in QuickBooks Online?

Clients > Filter > Edit leads > Select the new lead > Save

Jane owns an online ecommerce business and would like to track the various types of credit cards she accepts.

Credit Card Type

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

Debit Card, Credit Card, ACH

What is one difference between ProAdvisor Discount and Direct Discount pricing, apart from who pays for the subscription?

Duration of discount

Susan would like to assign a preferred vendor to one of her existing product items. Where would she navigate to assign a preferred vendor?

Expenses > Vendors > Find Vendor > Assign under the Action column> Preferred item

Thomas would like his customers to see the full invoice details from within the email itself and have a PDF attached. Where would he navigate to make this change?

Gear > Account and settings > Sales > Online Delivery > How your invoice appears in emails

What are 2 ways to add a new vendor to QuickBooks Online?

Gear > Import data > Vendors Expenses > Vendors > New vendor

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

Gear icon > Account and Settings > Advanced > Chart of Accounts > Enable account numbers

Where do you go to access QuickBooks Online training materials for your clients?

Left-hand navigation > ProAdvisor > Benefits > Training

Which 2 are QuickStart templates provided in the Work area for ProAdvisors to use when setting up a new project?

Monthly bookkeeping Biweekly payroll

Which statement about switching between Accountant and Business view is true?

Navigation labels may vary depending on whether you are in Business or Accountant view

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

Oauth

Which users will be able to see account numbers if they are enabled?

Only the user who enabled will see the account numbers.

When using QuickBooks Online Accountant, Diane Doolittle opens a client's QuickBooks Online company from her Client dashboard. Where can she see which apps are connected to the client's account without signing out of the account?

Overview > Company Setup

Which 2 QuickBooks subscription levels would support a client who needs to track how much inventory is in stock at any given time?

Plus and Advanced

Which 2 team user roles have permission to view and search for apps using the Apps tab in QuickBooks Online Accountant?

Primary and Custom

In QuickBooks Online, the Products and Services list contains the items that will appear on your client's purchase and sales transactions.What must each product/service item be mapped to?

Product Category

Which filter can be used to find a specific project when in the Work area?

Project name

When the Sales Tax feature is enabled in QuickBooks Online, where must you record sales tax payments?

Sales Tax Center

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 > Customers

Which 2 are correct regarding setting up a QuickBooks Payments account for a client?

The accountant should not be the primary owner of the client's QuickBooks Payments account The Primary admin of the QuickBooks Online company should connect QuickBooks Payments

Janice has been using QuickBooks Desktop to manage her business and is planning to switch to QuickBooks Online.

Use the conversion tool to convert her existing QuickBooks Desktop data

Denise would like for all of her leads to save their notes in the Client details screen.Who would have access to these notes?

assigned team member