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 > Ac...
QUICKBOOKS EXAM 2024 WITH ANS
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?
A special category rate will be used as the seller’s rate
No sales tax will be applied
The customer’s rate based on location
The seller’s standard rate
PreviousNextBack to review answers
,QUICKBOOKS EXAM 2024 WITH ANS
Question 6
If a customer wishes to set up Autopay what 2 actions are required?
Check the box to turn on Autopay
Provide a copy of a voided check
Sign up for a QuickBooks Online subscription
Provide an IRS Form W-9 from the merchant
Sign in to or create an Intuit account
Question 5
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
,QUICKBOOKS EXAM 2024 WITH ANS
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?
0.25%
1%
1.50%
0.50%
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?
, QUICKBOOKS EXAM 2024 WITH ANS
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?
Client Profile
Credit score and ability to obtain funding
Needs Assessment
QuickBooks Features and Solutions
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