Quickbooks Section 2
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?
How often they have to file a tax return Their company address When their last tax period started When they started collecting sales tax for the agency
What does QuickBooks Online automatically create to record the balance owed when adding a vendor with a non-zero opening balance?
Journal entry
In the Overview tab of the Client List, what filter can be applied to only show clients assigned to a specific team member?
Lead
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 Existing Intuit Merchant Services accounts can't be connected to a QuickBooks Online company
Which field is required when importing vendors?
Vendor Name
When importing customers for the first time, which of these file types can you use to import your customer list?
XLSX
Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template?
Change invoice color schemes Add a logo Change invoice fonts
Bill Pay powered by Melio allows you to fund payments to vendors using which 3 methods?
Credit card. ACH bank transfer PayPal
Bill Pay powered by Melio allows you to fund payments to vendors using which 3 methods?
Debit card Credit card ACH bank transfer
Thomas would like his customers to see the full invoice details from within the email itself and have a PDF attached.
Gear > Account and settings > Sales > Online Delivery > How your invoice appears in emails
How can you switch from Accountant view to Business view in QuickBooks Online?
Gear icon > Switch to Business view
What are 2 ways to track time using QuickBooks Time?
Manual Time Card Time Clock Kiosk
Which 2 statements are true when creating an OAuth bank connection in QuickBooks Online?
Most banks require the primary account holder to establish the OAuth connection to the bank Not all banks and financial institutions support the OAuth bank connection
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
Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time?
Premium Elite
What user type is appropriate for nonprofit companies that need to provide reporting access to their board members?
Reports only user
When the Sales Tax feature is enabled in QuickBooks Online, where must you record sales tax payments?
Sales Tax Center
Which 3 of these features are benefits of QuickBooks Online Payroll Premium?
Same-day direct deposit Expert review Access to QuickBooks Time Premium
What are 2 features QuickBooks Time Elite has that Premium does not?
Ability to use geofencing Ability to analyze project estimates verses actuals
When logged into QuickBooks Online Accountant, where can you view apps that are connected to a client's QuickBooks Online?
Apps > Client apps
How can an Accountant user connect an app to a client's QuickBooks Online?
Apps > Search app > Get app now
Where should you go to link to a new bank account in a client's QuickBooks Online company?
Banking Center
