QuickBooks Online Recertification 2022

What are 3 customizations that can be done using the Header/Footer section in the Customize reports tray? A. Change the header or footer alignment B. Show or hide the report basis C. Show the logo D. Change the landscape to portrait E. Change the font color to any color F. Add extra footer text G. Change the font and size

A. Change the header or footer alignment B. Show or hide the report basis C. Show the logo

Which 3 data points can be imported into the App transactions tab in QuickBooks Online? A. Customer name B. Currency C. Bill of materials D. Bin location E. Fee breakdowns F. Quantity

A. Customer name E. Fee breakdowns F. Quantity

Which 2 statements are true about the Opening Balance Adjustments section within the Setup tab from the client's Books review? A. It can be used to verify that beginning balances from a prior period haven't changed since the last time the tool was used B. It can be used to enter beginning statement balances in a new company C. The offsetting account must always be Opening Balance Equity D. It will create a separate journal entry for each account selected E. It can be used to create automatic reversals of journal entries for any date

A. It can be used to verify that beginning balances from a prior period haven't changed since the last time the tool was used B. It can be used to enter beginning statement balances in a new company

What feature allows the customer to edit the payment date field when viewing an online invoice? A. Schedule pay B. Pick and pay C. The edit payment date option does not exist D. Autopay

A. Schedule pay

If your client want to enable Autoplay for a customer, which 3 setup steps are required? A. Setup a scheduled recurring invoice template in QuickBooks Online B. Enter the bank or credit card information on the recurring invoice template C. Have the customer scan a void check D. Have the customer sign a contract E. Enable QuickBooks Payments on the recurring invoice template F. Set the recurring invoice to be automatically emailed

A. Setup a scheduled recurring invoice template in QuickBooks Online E. Enable QuickBooks Payments on the recurring invoice template (UNSURE) F. Set the recurring invoice to be automatically emailed

What are 2 new tabs within Banking? A. Tags B. Rules C. Credit cards D. Receipts E. App transactions

A. Tags E. App transactions

Which 2 statements are true regarding the new Business view in QuickBooks Online? A. The Get things done menu in the new Business view is similar to the dashboard in the Accountant view B. Accountant users who sign their client up for QuickBooks Online will see the new Business View by default C. Accountant users have the new Business view by default D. Both client users and accountant users can easily toggle between Accountant view and Business view E. A time tracking only user has access to the new Business view

A. The Get things done menu in the new Business view is similar to the dashboard in the Accountant view D. Both client users and accountant users can easily toggle between Accountant view and Business view

Using QuickBooks Online Accountant, where can you create a note about a client within the client company? A. Dashboard > Tasks > Notes B. Accountant Tools > Notes C. Overview > Notes D. Gear icon > Account and Settings > Notes

B. Accountant Tools > Notes

Which 2 Management report templates appear by default when access a client's books via QuickBooks Online Accountant? A. Sales performance B. Basic company financials C. Company overview D. Profitability performance E. Expenses performance F. Expanded company financials

B. Basic company financials F. Expanded company financials

Sarah would like to create a new custom Management report for her client. How can she do this? A. Create a new template under Management reports B. Copy an existing template under Management reports C. Create a new template under Custom reports and save to Management reports D. Copy an existing template under Custom reports and save to Management reports

B. Copy an existing template under Management reports (UNSURE)

Which options are available for aging reports? A. Current and All Dates B. Current and Report Date C. Prior Period and Current D. Prior Period and Report Date E. All Dates and Report Date

B. Current and Report Date

Which billing option should be chosen if the client wishes to pay using their own payment method when adding a new client subscription through QuickBooks Online Accountant? A. Accountant discount B. Direct discount C. ProAdvisor discount D. Client billing

B. Direct discount

Where is the new access point for custom fields in QuickBooks Online? A. Gear > Tools > Custom fields B. Gear > Lists > Custom fields C. Gear > Account and settings > Sales > Sales form content D. + New > Customers > Custom fields E. Gear > Account and settings > Sales > Customize

B. Gear > Lists > Custom fields

To which 3 subscriptions does the ProAdvisor Preferred Pricing program apply? A. QuickBooks Online backup B. QuickBooks Time C. QuickBooks Checking D. QuickBooks Online Payroll E. QuickBooks Bill Pay by Melio F. QuickBooks Online

B. QuickBooks Time D. QuickBooks Online Payroll F. QuickBooks Online

How can you inactivate several accounts at once in the Chart of Accounts? A. Add an Inactive column on the Chart of Accounts and put an X in the column B. Select the accounts on the Chart of Accounts and choose Make inactive from the Batch actions dropdown C. Go to + New and select Inactivate accounts from the Other column D. Select accounts in the Setup tab of Books review and choose Make inactive from the Add adjustment dropdown

B. Select the accounts on the Chart of Accounts and choose Make inactive from the Batch actions dropdown

The QuickBooks Online Advanced desktop app can be installed on which operating system? A. iOS B. Windows C. macOS D. Linux E. UNIX

B. Windows

How do you reveal the Setup tab in Books review? A. Books review > dropdown > Monthly B. Accounting Tools > Enable Books review setup C. Books review > dropdown > Cleanup D. Account and settings > Advanced > Enable Books review setup

C. Books review > dropdown > Cleanup

How does an accountant firm user download the QuickBooks Online Advanced desktop app? A. From QuickBooks.com > Get the desktop app B. Left navigation bar > Accounting > Get the desktop app C. From QuickBooks Online Accountant > Gear icon > Get the desktop app D. + New > Get the desktop app

C. From QuickBooks Online Accountant > Gear icon > Get the desktop app

What are the 2 new tabs in the Cleanup screen in Books review? A. Transaction review B. Account reconciliation C. Setup D. Final review E. Wrap-up

C. Setup E. Wrap-up

Why should an accountant not apply for QuickBooks Payments on behalf of their client from within QuickBooks Online? A. The company owner is the only person authorized to sign up for QuickBooks Payments B. The client has a legally contractual obligation when the QuickBooks Payments account is activated C. The accountant user has no access to sign up for QuickBooks Payments D. There is a fee for the accountant user to sign up for QuickBooks Payments

C. The accountant user has no access to sign up for QuickBooks Payments UNSURE

What are 2 ways to send a message to your client when signed in as an Accountant user? A. Accountant Tools > Notes B. My accountant > Requests > Create client request C. Work > Create client request D. Accountant Tools > Prep for taxes > Message client E. Books review > Transaction review > Select Transaction > Ask client

C. Work > Create client request E. Books review > Transaction review > Select Transaction > Ask client

Which 3 file formats can be used for importing lists directly into QuickBooks Online? A. DOC files B. ASC files C. IIF files D. CSV files E. XLSX files F. Google Sheets

D. CSV files E. XLSX files F. Google Sheets

Where can you access already-prepared 1099s in QuickBooks Online? A. Banking > App transactions B. + New > Payroll C. Gear icon > Custom from styles D. Taxes > 1099 filings

D. Taxes > 1099 filings