Question 10 of 15
How can you export a report to Excel?
A. Click on the piece of paper icon and choose Export to Excel
B. Click on the gear icon on the report and choose Export to Excel
C. Click on the Customize icon and on the Export tab, choose Excel
D. Right click on the report in the Reports Center and choose Export to Excel
E. If you click on the envelope or printer, it will bring up the screen to save, email, print or export
Question 11 of 15
Which of the following is something you can’t do with Management Reports?
A. Export as a Word document
B. Name the title of the report
C. Customize and add new reports
D. Add additional preliminary pages
E. Create your own template from scratch
Question 12 of 15
Which of the following best describes an Intuit approved app?
A. An app that is listed on Apps.com
B. An app that integrates with QuickBooks Online
C. An app with the Intuit Certified or Intuit Approved badge on its website
D. Apps listed on Apps.com with the green ProAdvisor Recommended badge
E. An app that integrates with both QuickBooks Online and QuickBooks Desktop
Question 13 of 15
Which of the following is the best way to purchase and access an app that you are integrating with QuickBooks Online?
A. Sign up for a syncing app where you can connect all of your apps and QuickBooks Online companies to each other
B. Logged in to the QuickBooks Online company as an Admin user, go to App Center, find app, and click Get App Now
C. From the App developer website, sign up and enter your Intuit ID to choose the company you want to add the app to
D. Contact the App vendor and give them the QuickBooks Online company ID for the company that you want to connect the app to
E. From the App Center in QuickBooks Online Accountant, click Get App Now from the App card and use the master admin Intuit ID for the company you are adding the app too
Question 14 of 15
Which is NOT a recommended best practice when finding Apps?
A. Start a trial subscription
B. Request a demo from the developer
C. Read reviews about the app on the App Center
D. Ask another ProAdvisor about their experience with the app
E. Connect the app to the live QuickBooks company to see if it works the way you expect
Question 15 of 15
Which is NOT a stated benefit of using Intuit-approved apps?
A. Reduce Data Entry
B. Additional Functionality
C. To make QuickBooks faster
D. Security/Separation of duties
E. Streamline Workflow Processes
Question 1 of 15
Which of the following can only be accessed from within QuickBooks Online Accountant?
A. Your Books
B. Quick Create
C. Manage Users
D. Company Settings
E. Manage Subscription
Question 2 of 15
Which of the following best describes QuickBooks Online Accountant?
A. Another subscription level that unlocks valuable accountant tools
B. A platform for the in house accounting team of QuickBooks Online users to manage their individual company on a daily basis
C. A platform for accounting professionals who serve multiple clients to get free QuickBooks Online subscriptions for their clients
D. A platform for accounting professionals who serve multiple clients to easily access multiple companies from one access point
E. A separate accounting program for accounting professionals to import QuickBooks Online data for the clients and use special accountant only tools
Question 3 of 15
In QuickBooks Online, how does your client give you access as an Accountant user?
A. Use the Master Admin details from your client to gain access to the file
B. Your client adds you as an Accountant user and you accept the invitation link via email
C. Have your client add you as an Accountant user, then send you the username and password
D. Have your client add you as an Accountant user and the company will automatically appear in your Client List in QuickBooks Online Accountant
E. Use the ‘Request Access’ tool through QuickBooks Online Accountant to send your client a request to grant you accountant permissions to their company
Question 4 of 15
What information can you view about your clients from looking over the Client List in QuickBooks Online Accountant?
A. Total outstanding A/R in each client company
B. Each company’s QuickBooks Online subscription renewal date
C. The outstanding invoice balance each company has with your firm
D. Whether the books are closed and the date they are closed through
E. Which users on your team have access to the QuickBooks Online company
Question 5 of 15
You want to review Jan’s Greenhouse, your QuickBooks Online client, to ensure that her bank and credit card reconciliations are up to date for last month. Where should you look to find this information quickly?
A. Click the green QB icon in the Status column to see last reconciled dates for all accounts
B. Hover over the hyperlinks in the banking column to see last reconciled dates for all accounts
C. Click the client name hyperlink to go to Client Detail Page and see last reconciled dates for all accounts
D. Click the green QB icon, then navigate to the Reconciliation History page in QuickBooks Online and check all accounts by using the dropdown menu
E. Click the hyperlinks in the banking column, then navigate to the Reconciliation History page in QuickBooks Online and check all accounts by using the dropdown menu
Question 6 of 15
Your QBOA client list is long and you would like to see a list of only clients that your firm works on regularly. How can you hide clients that your firm only works on annually?
A. Click the client name in the QBOA client list, then check the box to Hide Client
B. Check the box next to each client in the Client List that you want to hide, then click the button to Hide client
C. Click the client name in the QBOA client list, then click the down arrow next to the Edit client button to make the client inactive
D. In QBOA, navigate to the ProAdvisor portal, select each client name and click the button next to it to show or hide them for the firm
E. Click the green QB icon on each client you want to hide, navigate to Account and Settings > Billing & Subscription and cancel the QBO subscription
Question 7 of 15
You just brought on Sarina, a new team member, to help you manage your QuickBooks Online clients. How should you get her set up with access to QuickBooks Online companies through QuickBooks Online Accountant?
A. Team > Add User, set up her access permissions, then give her the username and password
B. Team > Add User, invite her as a user, then set permissions after she has accepted the invitation
C. Open each QuickBooks Online company that she needs to access, then add her as a company user
D. Open each QuickBooks Online company that she needs to access, then add her as an accountant user
E. Team > Add User, specify and save information related to user profile, firm administration and books, and client access
Question 8 of 15
The ‘Firm Administration and Books’ section of the Team setup is used to manage which of the following?
A. Setting up or transferring the Master Administrator for your firm
B. Setting overall access rights for all QuickBooks Online companies that the team member has access to
C. Setting access rights for each individual QuickBooks Online company that the team member has access to
D. Setting access rights for each team member’s access to the ‘Your Books’ section and QuickBooks Online Accountant Firm administration
E. Setting overall access rights for the entire team’s ability to access the ‘Your Books’ section, with the exception of Master Admin and Company administrators
Question 9 of 15
Which of the following best describes the Your Books section in QuickBooks Online Accountant?
A. A free QuickBooks Online subscription for each of your team members
B. Your firm’s paid subscription to QuickBooks Online to manage your own books
C. Your firm’s free QuickBooks Online company to manage their books in QuickBooks Online
D. A subscription to QuickBooks Online for your firm that activates once you have reached 20 paid QuickBooks Online clients
E. An optional QuickBooks Online subscription that your team members can purchase at a discounted rate to manage their personal accounting in QuickBooks Online
Question 10 of 15
Which of the following describes the functionality of the Your Books section in QuickBooks Online Accountant?
A. All firm team users have access to the firm’s Your Books QBO company
B. This is a free QBO Essentials company to use for keeping your firm’s books
C. The employee list in the firm’s Your Books QBO company is the same list as the QBOA firm team list
D. The customer list in the firm’s Your Books QBO company is the same list as the QBOA firm client list
E. There is a 60 day time limit within which you must convert data from a QB desktop data file to the firm’s Your Books QBO company before you are no longer allowed to
Question 11 of 15
When logged in as the Accountant user, the quickest way to move from one QuickBooks Online company to another is:
A. Open an incognito or second browser to open another instance of QuickBooks Online
B. Type the name of the company you wish to access in the Universal Search box and select it from the list
C. Click Switch Company from the Gear icon, then choose the company you would like to open from the pop up list
D. Use the Client Switcher company drop down list on the Accountant Toolbar to choose the next company you would like to access
E. Click the green QB Accountant button in the top left corner to navigate back to your client list, then choose the next company you would like to access