QBO Certification Exam (Qs & As) 100% Verified
Samantha is working through the Client Needs Assessment process.
Which 4 areas should she focus on to gather information for her client?
(Select all that apply)
Who is the client
Why did the client start their business
What services does the cli...
QBO Certification Exam (Qs & As) 100% Verified
Samantha is working through the Client Needs Assessment process.
Which 4 areas should she focus on to gather information for her client?
(Select all that apply)
Who is the client
Why did the client start their business
What services does the client need
How will the client work be completed
Which team member will do the work
When does the client need their work completed Correct answer-Who is the client
When does the client need their work completed
What services does the client need
How will the client work be completed
You have just engaged a new client who has been in business for over a year and using Excel to
track her monthly business activity.
Which 2 actions can help this client quickly transfer her data into her new QuickBooks Online
company?(Select all that apply)
Use Upload from file tool in the Banking Center to upload banking activity
Select Transfer under the + New menu
Select Migrate Data in the Account and Settings menu
Import her data from Excel lists using the Import Data tool Correct answer-Import her
data from Excel lists using the Import Data tool
, QBO Certification Exam (Qs & As) 100% Verified
Use Upload from file tool in the Banking Center to upload banking activity
Liz just completed a Client Needs Assessment and her client confirmed that he will require
profitability tracking, and need to create budgets and purchase orders in his accounting
solution.
What is the minimum QuickBooks Online version suitable for Liz's client?
QuickBooks Self-Employed
QuickBooks Online Simple Start
QuickBooks Online Essentials
QuickBooks Online Plus
QuickBooks Online Advanced Correct answer-QuickBooks Online Plus
Which subscription options, if any, include bank feeds, access from any device at any time, and
integration with a wide range of apps?
Only QuickBooks Online Plus
Only QuickBooks Self-Employed
Only QuickBooks Self-Employed and QuickBooks Online Essentials
QuickBooks Online Simple Start, Essentials, Plus, and Advanced
None of them Correct answer-QuickBooks Online Simple Start, Essentials, Plus, and
Advanced
Which 2 features of QuickBooks Online Advanced aren't available to QuickBooks Online Plus
clients?(Select all that apply)
Project tracking Correct answer-Advanced import and batch entry
Project tracking
Which 2 statements about Wholesale billing in QuickBooks Online are true?(Select all that
apply)
The practice gets billed at wholesale prices for QuickBooks Online subscriptions
The practice gets billed directly and determines the amount to bill the client
The client gets billed directly, but the practice determines the price
The client gets billed directly when they're signed up for a wholesale discount account
Correct answer-
Below is a series of steps for accepting an invitation from the client to become their accountant
user:
Open the email account you use for your Intuit ID
You will see an invite from the client company
Select the Accept button to accept the invitation
________________________ and you'll see a Success! box
Select Continue
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