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QuickBooks online core proadvisor certification, Exams of Accounting

In this exam I added complete exam detail of #quickbooks online proadvisor #certification. #quickbooksonline #proadvisor #qbo #quickbooksexam #qboproadvisor

Typology: Exams

2022/2023

Available from 01/13/2023

Noorullah0
Noorullah0 🇬🇧

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Question 14
Which 2 batch actions can be performed in the Customer center in
QuickBooks Online?
Assign a customer type
Make inactive
Delete
Assign project
Change currency
Question 1
A client has two checking accounts (Bank A and Bank B, but both called
Checking) connected to their Banking center in QuickBooks Online. They use
Bank A frequently, and Bank B only rarely.
Which 2 of these can they do to customize the way the accounts
appear and make it easy to distinguish between them?
Rearrange the order of the tiles and move Bank A before Bank B
Add the bank name to the account name
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Question 14

Which 2 batch actions can be performed in the Customer center in

QuickBooks Online?

 Assign a customer type

 Make inactive

 Delete

 Assign project

 Change currency

Question 1

A client has two checking accounts (Bank A and Bank B, but both called

Checking) connected to their Banking center in QuickBooks Online. They use

Bank A frequently, and Bank B only rarely.

Which 2 of these can they do to customize the way the accounts

appear and make it easy to distinguish between them?

 Rearrange the order of the tiles and move Bank A before Bank B

 Add the bank name to the account name

 Upload different logo images for one or both accounts

 Hide Bank B from the Banking center and only display Bank A

 Change the size of the account tiles, making the tile of Bank A bigger

 Customize the background color of one or both of the account tiles

uestion 11

Thomas would like his customers to see the full invoice details from within

the email itself and have a PDF attached.

Where should he navigate to make this change?

 Gear > Custom form styles

 Sales > Open invoice > Send PDF slider

 Gear > Account and Settings > Custom form styles

 Gear > Account and Settings > Sales

Question 4

Your client sells a taxable item and ships it to a customer that is out of state.

There is no sales tax agency set up for that state.

What sales tax rate will QuickBooks Online apply?

In what 3 ways can a Payments link be delivered to a customer?

 The client can issue a QR code so the customer can scan and pay from

their mobile device

 From the client's mobile phone, a Payments link can be sent as a text

message

 A Payments link can be uploaded via Facebook

 A Payments link can be uploaded in the client's QuickBooks Online

under My Accountant

 Clients can send a Payments link to the customer via email

 The customer can access from QuickBooks Online from Pay and get

paid > Vendors > Payments link

Question 5

The QuickBooks Payments Instant Deposits option is a great way to manage

cash flow by getting paid faster.

What percentage of the transaction value do clients pay to use this

option?

Question 1

Diane Doolittle wants to quickly check what apps a client is connected to and

opens the client’s QuickBooks Online company from her Client dashboard.

Where can she see which apps are connected to the client’s account

from within the client’s QuickBooks Online company?

 Overview > Company Setup

 Overview > Common Issues

 Gear icon > Account and Settings > Billing and Subscriptions

 Books review > Apps

 Gear icon > Account and Settings > Apps

Question 2

Which 3 of these areas does the New Client Checklist tool focus on

to help gather the information needed to select the right QuickBooks

Online subscription for a client?

 Self-employed

PreviousNextBack to review answers

Question 4

You are adding a new client subscription through QuickBooks Online

Accountant.

Which billing option would you choose if you want Intuit to bill your

client?

 Client billing

 ProAdvisor discount

 Accountant discount

 Direct discount

PreviousNextBack to review answers

Question 5

What are 2 features QuickBooks Time Elite has that Premium does

not?

 Ability to analyze project estimates versus actuals

 Ability to track time off

 Ability to approve time before processing payroll

 Ability to set up a schedule for work that needs to be done

 Ability to use geofencing

PreviousNextBack to review answers

Question 6

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

 The Enable account numbers slider from the Chart of Accounts screen

 The Customization option from Accountant Tools

 The Chart of accounts tab in Account and Settings

 The Advanced tab in Account and Settings

Question 7

What are 2 ways to update the chart of accounts to suit the needs of

your client?

 Make unnecessary accounts inactive in batch

 Vendors

 Recurring transactions

 Locations

 Products and services

 Classes

Question 10

When importing customers for the first time, which of these file

types can you use to import your customer list?

 Excel

 Word

 Text

 PDF

Question 11

Which list records can be updated with new information via

importing?

 Vendor

 Chart of accounts

 Customer

 Products and Services

Question 12

Your client has contacted you because they can’t add a product/service to

their invoice.

Why might this happen?

 They have turned off the setting to track quantity and price/rate

 No products or services have been set up

 They have turned off the setting to show product/service column on sales forms

 They do not have permission to add products or services to invoices

 Left navigation > Expenses > Vendors

 Accountant Tools > Vendors

Question 4

To which 3 subscriptions does the ProAdvisor Preferred Pricing

program apply?

 QuickBooks Online backup

 QuickBooks Payments

 QuickBooks Online Payroll

 QuickBooks Time

 QuickBooks Online

 QuickBooks Bill Pay by Melio

PreviousNext

Question 8

When would you recommend merging accounts to a client?

 When the client assigned the incorrect detail type to the account

 When the client asks if they can put everything in one account

 When the client wants to change an expense account to an asset

account

 When duplicate accounts are created

Question 10

What does QuickBooks Online do if you try to import a customer that

already exists in the company?

 It prompts you to modify or not import the name

 It adds a duplicate item

 It ignores the name

 It overwrites what is already there

Question 11

Which statement is true when importing lists into QuickBooks

Online?

Question 15

Which 2 actions can be performed on a vendor in the Vendor center

in QuickBooks Online?

 Delete

 Send payment link

 Create time activity

 Edit

 Make inactive

 Change vendor type

Question 2

A client messaged you saying that there might be something wrong with the

bank feed of their checking account.

What would be the first thing to do to see if the bank feed will

refresh?

 Select the Pencil icon on the Checking account tile and select

Troubleshoot

 Select the Troubleshoot button from the Advanced tab of Account and

Settings

 Select the Update button in the Banking center

 Select the Pencil icon on the Checking account tile and select Contact

bank

Question 5

If you think sales tax isn’t being calculated correctly, which 2 of

these should you verify?

 That a price rule is being applied

 That the tax is being calculated on the correct address

 That Location tracking is turned on

 That the correct tax category is selected

 That the tax is being calculated on the customer’s area code

Question 10

Custom fields can be accessed from what 2 locations in QuickBooks

Online?

Question 4

When creating an invoice using automated sales tax, what is the

importance of the header's Location of sale field?

 The address in that field determines the customer type

 The address in the field determines the amount of shipping to be

added to the invoice

 The address in that field determines which location column the

transaction will show up in when running a Balance Sheet by Location

report

 The address in that field determines which sales tax should be applied

PreviousNextBack to review answers

Question 6

If your client wants to enable Autopay for their Customer, which 3

setup steps are required?

 Set up a scheduled, recurring invoice template in QuickBooks Online

 Enable Online payments on the recurring invoice template

 The Customer downloads the QuickBooks Payments app

 The Customer signs a contract

 The recurring invoice is set to auto email the Customer

 The Customer provides a voided check

Question 2

Which 2 statements are true about the Opening Balance

Adjustments area of the Setup tab in Books review of QuickBooks

Online Accountant?

 It can be used to enter beginning balances in a new company

 It can be used to create adjusting journal entry for any date

 It can be used to verify that beginning balances from a prior period

haven’t changed since the last time the tool was used

 It can be used to create automatic reversals of journal entries for any

date

 The offsetting account must always be Opening Balance Equity

Question 3

Nina is using Books review to complete a month-end close for a client.

What are 3 workflow tabs in the Books review center?