proadvisor certification exam 2024 actual exam com
proadvisor certification exam 2024
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PROADVISOR CERTIFICATION
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PROADVISOR CERTIFICATION EXAM 2024 ACTUAL
EXAM COMPLETE 300 QUESTIONS WITH DETAILED
VERIFIED ANSWERS (100% CORRECT ANSWERS)
/ALREADY GRADED A+
How to browse integrable apps - ANSWER: Client/Accountant users with Admin
access: Apps center in nav bar
Everyone else: apps.com
Premium Apps - ANSWER: Purpose-built apps that fully integrate with QBO and
make it seamless for clients to manage their workflows in one place. Includes
additional benefits for QBO advanced clients
Apps Center in QBO Accountant - ANSWER: Find apps | Client apps | Firm apps
Ways to Customize Banking Center - ANSWER: - Reorder accounts
- Change account name
- Disconnect Account
How to rename or disconnect connected bank account - ANSWER: Transactions-
>Bank Transactions->pencil on account box
How reorder connected bank accounts - ANSWER: Dashboards -> Business Overview
-> Bank Accounts -> Pencil icon
If client disconnects a bank account (4)... - ANSWER: -QBO will delete transactions in
the For Review tab
-Bank rules for this account will no longer work
-transactions won't be able to be redownloaded if older than 90 days (depending on
bank)
-no warning is displayed
Refresh bank feed - ANSWER: Transactions ->Bank Transactions ->Update
Transactions Tab - ANSWER: Bank Transactions | App transactions | Receipts |
Reconcile | Rules | Chart of Accounts
Transaction download via App includes - ANSWER: -date
-customer name
-product description
-quantity
-purchase price
-fee breakdowns
Estimates - ANSWER: Non posting transactions Sent to customers before invoices
, Used to creat purchase orders (for vendors) and then invoices (for customers)
Purchase Order - ANSWER: Document confirming what is being purchased from a
vendor. Can be created using estimates. Purchase Orders can be used to create
invoices (for customers) and bills/expenses (for vendors)
How to see Estimates - ANSWER: Sales->All Sales-> filter by transaction type
OR
Customers->Select customer->Transaction List
OR (not every client has this)
Sales->Estimate tab
How to enable Purchase Orders - ANSWER: Gear -> Acct and Settings -> Expenses tab
-> Purchase Order Section ->Purchase Orders slider
Turn and Estimate into Purchase Order - ANSWER: Sales->All Sales->Estimate
Select EDIT on the estimate you want to use
Select down arrow next to creat invoice and select copy to purchase order
Create Bill/Expense from Purchase Order - ANSWER: Expenses -> Vendors ->
Purchase Order
In drop down next to Purchase order you want to use, select create expense/create
bill
OR
Expenses -> filter by transaction type.
In drop down of Purchase order you want to use, select 'Copy to bill'
Converting Estimate to an invoice - ANSWER: Sales -> All Sales -> Estimate box
Find estimate, and select 'Convert to Invoice'
Customer Statement Types - ANSWER: Balance Forward (Beg Balance + transactions
for date range all, open, or overdue)
Open Item (List of Open Items from the last 365 days)
Transaction Statement (All transactions for date range)
Creating Statements for multiple customers - ANSWER: New -> Statement
OR
Customers -> create statement from batch actions
Select desired customers
Select statement type
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