QBO ProAdvisor Test Section 2
Which 3 of these features are benefits of QuickBooks Online Payroll Premium?
Access to QuickBooks Time Premium Same-day direct deposit Expert review
As well as adding the logo to the invoices, how else can you customize an invoice? Select all that apply.
Add color to certain areas Set the size and position of the logo Change the font style and size
Denise would like for all of her leads to save their notes in the Client details screen. Who would have access to these notes?
All team members
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
When first setting up Sales tax for a client, what information will be prepopulated?
Business address
Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template?
Change invoice fonts Add a logo Change invoice color schemes
Bertha Fox, one of your long-time clients, calls and asks how to track payments made to 1099 vendors.
Check Track payments for 1099 in the Vendor Information screen
What are the 4 types of user permissions that you can set up?
Company Administrator Slandard User Time-Tracking Only Reports Only
How many days of historical data are carried over from a bank account that is connected using OAuth?
Depending on the financial institution, between 30 days and 2 years
Which 2 team user roles have permission to view and search for apps using the Apps tab in QuickBooks Online Accountant?
Full Access Primary Admin
What user type is appropriate for nonprofit companies that need to provide reporting access to their board members?
Full access user
Where does the client initiate the setup of QuickBooks Payments?
Gear icon > Account and settings > Payments
How can you switch from Accountant view to Business view in QuickBooks Online?
Gear icon > Switch to Business view
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 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 4 of these tabs appear in the Customer information screen?
Notes Attachments Additional info Address Language Tax Info Payments and Billing
What connection method eliminates the need to provide a bank user name and password after the initial setup process?
OAuth
Where would your client navigate to view the status of a bill payment that was paid using Melio?
Open bill payment > View online payment
When a client sets up QuickBooks Payments the first time, what sections do they need to fill in? Select all that apply.
Personal information Business information Company bank details
What are 2 ways to add a new customer to QuickBooks Online?
Sales > Customers > New customer Gear icon > Import data > Customers
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
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 QuickBooks Time clock-in/clock-out option is specifically designed for businesses with on-site shift workers?
Time Clock Kiosk
Which field is required when importing vendors?
Vendor Name
