QuickBooks Online Certification Section 2

Which are the 3 payroll options available inside QuickBooks Online companies?

QuickBooks Online Do-it-Yourself Payroll QuickBooks Online Core Payroll QuickBooks Online Premium Payroll QuickBooks Online Elite Payroll QuickBooks Online Self-Service Payroll

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

Running a card through a card reader attached to a mobile device Entering payments manually as a Receive Payment Taking client payment via cryptocurrency Entering payments manually as a Sales Receipt Entering payments manually as a Credit Memo Sending a Sales Receipt to a customer via email Taking client payment via the Pay Now button on an emailed Invoice

What are 2 ways to add a customer to QuickBooks Online?

Sales > Customers > Add New + New > Add Customer Sales > All Sales Gear icon > Add Customer Gear icon > Import Data

Where would you go in QuickBooks Online to see the range of default and extra lists that are available?

Sales Center > Settings > All Lists + New button > All Lists Gear icon > All Lists Sales Center > Settings > Add Lists

What are the steps to import a list of products and services in QuickBooks Online?

Select + New icon > Tools column > Import Data > Products and Services Select Accountant Tools > Tools column > Import Data > Products and Services Select Gear icon > Tools column > Import Data > Products and Services Select Gear icon > Account and Settings > Advanced > Import

Where can a Master Admin Accountant User view the apps connected to a client's QuickBooks Online account from within QuickBooks Online Accountant?

Select the client from the Client List to open the Client Detail Page > Bookkeeping > View Connected Apps Left Navigation Bar > Apps > Client Apps In the Connected Apps column on the Client List dashboard Gear icon > Apps > Client Apps

Which of the following buttons could you use to add a new vendor or find the link to import a vendor list into QuickBooks Online?

The New Vendor button in the Vendors tab of the Sales screen The New Vendor button in the Vendors tab of the Expenses screen The New Vendor button in the Expenses tab of the Expenses screen The Enter Vendor Details button in the Expenses tab of the Sales screen

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?

Their company address Whether they have any criminal convictions Whether they travel to other countries When their last sales tax period started How often they have to file a sales tax return When they started collecting sales tax for the agency

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

Expenses Center Accounting Center Sales Center Banking Center

Which statement is true regarding the Preferred Vendor field in Product and Services items?

You can add more than one preferred vendor to each product/service item You can create a new vendor from the product/service information screen Preferred vendors must be assigned to utilize the Price rules feature You can reorder your list of preferred vendors

Which 3 features should you suggest to your clients to build their brand recognition on sales forms?

Customize your fonts and use a font type that matches the company's branding scheme Add company logo to customer sales forms Use the standard template with no customization Add a splash of color that matches the company's branding scheme Select a default payment method

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

Firm Master Admin Full Access Team User Custom Team User Basic Team User

Where would you go to find all the lists you can use to fill in forms in QuickBooks Online?

Gear icon > All Lists + New icon > All Lists Accounting screen > All Lists Reports screen > All Lists

Your client wants to open a new QuickBooks Payments merchant account. From inside QuickBooks Online, where can they go to sign up?

In the Usage tab of Account and Settings In the Advanced tab of Account and Settings In the Payment tab of the Account and Settings In the Billing and Subscription tab of Account and Settings