0 ratings0% found this document useful (0 votes) 1K views17 pagesSection 3
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content,
claim it here.
Available Formats
Download as PDF or read online on Scribd
Ot -e eT
© 9 © W srpabeinuitcom/pprcoananinnngtat642 er eqeax
SF segue Ha. WAR nea. Mt efmiicacte. Mm emtnrctenty. @ QucltedsOnne. @ Qube terO.. Woy hsb onn | I Otertsinees
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
Clans Question 1 i
en Whon downgracing a cients subscription what wil be afectod asa
Falke) tetutofthe downgrade?
we
© Abbr connu cons ined ob enabled
a
© All rules will be made inactive
ee © Al sccutan van willbe eaved andthe Bina admin wl ne oe
total Acura uae
ousted >
a © Avedscunte tb removedOt -e vo- 9 x
© > © (B sppabointscomipreceunien ning
2 er eqeax
AF secigro. WAL CMeAea. ML ofmiteecte. Mt eintmrctents. @ Quateasonne. @ QuateTeror ig hi MeBonn | I Otertsinees
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
Clonts Question 2
= Xavier wants to download an itemized invoice forthe QuickBooks
Online subscriptions on his preferred pricing account for ast month.
. pti referred pricing account for last
Fes
tenn The statement can be downloaded in which 2 ESSE
et vor
Onbond a| Os
Tae Cl xvs
= corOt -e vo- 0 x
€ > © (B wpeabointscomipracounen/iingnd=ta2 er eqeax
AF secigro. WAL CMeAea. ML ofmiteecte. Mt eintmrctents. @ Quateasonne. @ QuateTeror ig hi MeBonn 9 cnertonae
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
iene Question 3 i
Tan Jer in Teresa's firm recently retired.
Potter >
wore
How docs Teresa update the lead for her client in QuickBooks Online?
exe
© ionte>Ftor> Edelende > Seloctha rewind > Save
ome (© Clonts>Fitor> Edeieads > Manage leads >Select the new ead > Save
Oxon >
© Cienta>Selectcent > Ect > Tam Acces > Select the new lad > Save
Te
oe . © Ghent» Find Cent» Slectthe cent in Lead alma > Select the new
lead> SeveOt -e
ee
AF sexier. WAL Ones
1 sppaboinutcon/iencounnaning SB
M gumawncie:. Mm optiurceags. @ eticsonne
er eqeax
© cutee Lanse
Ov
enn sowakoncte |G AcomanToN
Co
ounce bere _ tg
Clonts Question 4
vn Whats the coroct process for setting up 3 recuring project forthe
PEN | sare client?
wo
© Yowearapat rjc ony tata
tem
© Create the project and save it. Re-open the project and select the duplicate
ear Wee to Fa satan iors ae
=~ O Inthe Work Center sleet Repet rom the tatu dropdown
ovsbeed >
fe © creates new project and use the Repeat sider to tur ton then se the
frequency ad cuaton
Qos 0Ot -e
© 9 © W srpabeinuitcom/pprcoananinnngtat642
AF sexier. WALCMEAeo. Mt ofmiteecte. Mt entnatents. @ QuasedsOnne
@aAccountant
Prodvisor
oto aucKaooKs » — Ascountnt Tools
eves Thing
Chente Question 5
ren Which 2 SERTERESIERE can be solocted when changing the status of 3
Pronto a)
oe Cl tnveview
a
are Oy seerpaon
ousted > npg
Tae
Ci completes
sin » Cy Notstated
ene
er eqeax
Ove
Qos 0Ot -e vo- 9 x
© 9 © W srpabeinuitcom/pprcoananinnngtat642 er eqeax
SF segue Ha. WAR nea. Mt efmiicacte. Mm emtnrctenty. @ QucltedsOnne. @ Qube terO.. Woy hsb onn 9 cnertonae
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
Cons Question 6 i
Team In which 2 ways can you croato a customized template fora projact?
Potter >
. 5) ownload projects rom the shared project tb
fee imports template
‘ouneoont Hy Add terpiat fom QuickBooks Labo
=~ ‘Greate template fom scotch
Davo >
< Dupliste a QuickStart templateOt -e eT
© 9 © W srpabeinuitcom/pprcoananinnngtat642 er eqeax
SF segue Ha. WAR nea. Mt efmiicacte. Mm emtnrctenty. @ QucltedsOnne. @ Qube terO.. Woy hsb onn | I Otertsinees
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
Clonts i
— Question 7
ener ’ ‘Where would your client navigate within QuickBooks Online to see
we documents that you have shared with them?
tem
© Guarien > Shared docamens
© Aecouniog > Sard documents
Dashboard > © Dashboard > Getting things done > Shared documents
“ © yaccourtant > Shaved documentsOt -e vo- 9 x
© > © (B sppabointscomipreceunien ning
e ee eQgaan
AF secigro. WAL CMeAea. ML ofmiteecte. Mt eintmrctents. @ Quateasonne. @ QuateTeror ig hi MeBonn | I Otertsinees
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
Scena bento
Clonts Question 8 .
a Emma received six checks from her customers for outstanding
invoices that will be deposited at the bank
atti
wo
tem Whats the first step in QuickBooks Online that must be completed
priorte recording the deposit?
coe © Yi Jounalonty
ovsbeed >
© + Now Nae depot
Tale
me 5 © ews Rese payment
meer ‘ O New invoice© titns -e
© 9 © W srpabeinuitcom/pprcoananinnngtat642
SE sega A. MARCA. M ofttincacte.. mM ejnbrctents. @ QittedsOnie. @ Quin Te
@rccoutant cotocuasoors ~ fj Acounan Toss
Proaebisor
eves Thing
Cons Question 9
Tein Which common workflow error can cause duplicate expenses in
pony FY) AhiekBooks Oniine?
ore
O Creating an estimate to record» vendor expense, and creating a check to
eos aythe vndor forthe same expenea
‘ouneoont © Crostng billie records vondor expences cronting a check tothe
Dashboard > Matching 2 downloaded bank feed transaction toa vendor bill
Toa
(© Coating bilto record a vendor expense and using Pay Bis to pay the
Banting > ‘ender forthe some expense
er eqeax
Ove
Qos 0Ot -e eT
© 9 © W srpabeinuitcom/pprcoananinnngtat642 er eqeax
SF segue Ha. WAR nea. Mt efmiicacte. Mm emtnrctenty. @ QucltedsOnne. @ Qube terO.. Woy hsb onn | I Otertsinees
@ Accountant oto aucKaooKs » — Ascountnt Tools Om QO0e8 6
ProAdvisor
eves Thing
Clonts Question 10 F
vn Which Accountant to! in QuickBooks Ontine helps identiy
BSE | ansactins that may have been removed accidentally from the
company fle?
wo
a © Weideatdletedvanscton
YOURBOORS, O Reconcile
-_ O cose books
ovsbeed >
te © Recoty ramactons
(Comin -_> .Ot -e
© 9 © W srpabeinuitcom/pprcoananinnngtat642
AF sui. WAL CMEAo. Mt gfmiteicte. Mt oitnratents. @ Quatadsoune. @ Qutb Tere
@aAccountant
Prodvisor
oto aucKaooKs » — Ascountnt Tools
eves Thing
Clans Question 11
— What are 2 tools you can use to identify possible issues in a
SEEMING QuickBooks Online Company?
vom F tmport deta toot
tom
Cy Account and setings
aa ededdlted vnsacions tol
Onbond >| Osos enry
tie
Tannen Journal ep.
ene
er eqeax
Ove
Qos 0© titns -e
© 9 © W srpabeinuitcom/pprcoananinnngtat642
2 secigreat. MAL CMeAo. Mt gfmiteicte. Mt gitnratents. @ Quatadsoune. @ QutbonsTerD
coroaucKnocxs » Accountant Toole
ProAdvisor
Question 12
What are the stops to create a now estimate in QuickBooks Online?
@® Soles > All Sales > Now Transaction > Estimate:
© Sales > Invoices > Create invoice dropdown > Create estimate
© Selon Overview » shortuts> New Estimete
© Sales» Customers > New Customer
=) >
er eQ@ean:
ene
+ Oreo
Qos 0vo- 9 x
er eQ@ean:
© cintcascrne. @ Questor ee Lanes cata 9 cnertonae
+ Om QO8 @
Ot -e
€ > © (B wpeabointscomipracounen/iingnd=ta2
AF Sexier. MAL CMA. Mt ofmiteecte. Mt ontnncients
coroaucKnocxs » Accountant Toole
ProAdvisor
Question 13
What are DESERTS that canbe assigned to an estimate in
QuickBooks Online?
Rejected
C. Tonsteed
Accepted
Oi new
LD belated
Pendingeis ‘@
€ > © (banning 2% O@san
SE ecimesith. @ Wal Ceeten. Mopmintece. M gpeemaety @ Gitano. @ tte in hone To
+ Om Q2O8 @
B Accourare Toots
ProAdvisor
AccoptedOt -e
€ > © (B wpeabointscomipracounen/iingnd=ta2
2 secigreat. MAL CMeAo. Mt gfmiteicte. Mt gitnratents. @ Quatadsoune. @ QutbonsTerD
coroaucKnocxs » Accountant Toole
ProAdvisor
Question 14
What is the best-practice sequence of stops to convert an estimate to
a purchase order?
© Expenses center > down arrow next to New transaction > Convert estimate
to purchase order
© Open este > down srw mente Croce invsioe > Copy te prchee
order
© Open estimate > down arrow next to Create invoice > Import estimate to
purchase order
© Open purchase order > Capy from estimate
er eqeax
bb tua
+ Orep
Qos 0Ot xe
© 9 © W srpabeinuitcom/pprcoananinnngtat642
AF secigmal|. WAL CMEAa. Mt gfmitaecte. Mt etmnctents. @ QuatedsOnne
coroaucKnocxs » Accountant Toole
ProAdvisor
Question 15
What are 2 ways to start a Credit memo in QuickBooks Online?
Dy sates» New invoice » toggle the Cedt Meme button
‘+ Now> Credit memo
1D) Georicon> Gree meme,
Ly Ssies> Overview > Shortcuts > New edt meme
Sle > Al Slee» New Transaction» Credit Memo
er eqeax
bb tua
+ Orep
Qos 0Ot -e vo- 9 x
er eQ@ean:
9 cnertonae
coroaucKnocxs » Accountant Toole + Om QO8 @
© 9 © W srpabeinuitcom/pprcoananinnngtat642
AF secigeat}. WAL CEA. ML efumiteecter. Mt owttnctends. @ Quateazoune. @ QuazaseTersr Ly hse oan
ProAdvisor
Question 16 i
Lie's Liquor Depot wants to know the easiest way to let her customer
know which invoices are stil unpaid on their account.
Which feature in QuickBooks Online can Liz use to easily provide this
information to the customer?
O Unpaid invoices report
© Siotoment
O Reminders
O Projects