Which 3 navigation features are missing in a Reports Only user's view? Show
Navigation panel What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Full access: This allows the user to edit QuickBooks Online Accountant firm information, modify team users, update the firm's
wholesale subscription billing account, and access the firm's books. After finishing a project, how do you change the status of that project in QuickBooks Online Accountant? Project > Status > Done Which 3 statements about the Client request functionality are correct? Selecting Create client request on the Work screen begins the process What sales workflow would you recommend Larry use for Mahoney's? Create Invoice > Receive Payment > Bank Deposit Which option correctly fills in these two sentences? 1. To match your bank register with your bank statement; 2. the Deposit to account is Undeposited Funds What is the correct workflow? Purchase Order > Pay bill Which common workflow error can cause duplicate expenses in QuickBooks Online? Create a bill to record a vendor expense, and create a check to the vendor for the same expense What are 4 status types that can be assigned to an estimate in QuickBooks Online? Pending What would a client select in their Manage Users screen to give their worker access to create invoices, but not print checks in their QuickBooks Online company? Standard User > Custom radio button > Invoicing box Your client has called for help with their bank feeds in QuickBooks Online. You begin by asking them to open the Banking tab in the Left Navigation bar and your client tells you that she doesn't see this option listed. What could be the reason? Your client doesn't have bank feeds enabled Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files?(Select all that apply) Notes will automatically be pinned unless you uncheck the Pin box Clients who don't have a QuickBooks Online company can't have their details displayed on the Client List screen of QuickBooks Online Accountant You can import QuickBooks Online Prep for Taxes data into ProConnect Tax Online to prepare tax returns via the Client Dashboard You can start a new tax return from the Client Dashboard for non-QuickBooks Online clients or clients that are using QuickBooks Online Jessica's client is expanding and needs to upgrade her version of QuickBooks Online. What steps will Jessica take to upgrade in QuickBooks Online Accountant? Gear icon> Subscriptions and billing > Your Subscriptions > Select Action > Upgrade In which team access level do users have view-only access to the QuickBooks Online Accountant firm information, but no access to team billing, subscription billing, or the firm's books? basic access Esther will be helping Heather with her firm's billing, but Heather does not want Esther to have access to her firm's settings or her clients' QuickBooks Online companies.Refer to the graphic and select the letter on the image that shows the correct settings. Which settings should Heather select to give Esther the appropriate access to her firm's books?
... What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? You can keep all client contact info, notes, and documents in one place You can access all your ProConnect Tax Online clients from the same dashboard You can launch your QuickBooks Desktop client companies directly from the Client Dashboard You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines You can share documents stored in QuickBooks Online Accountant with the client QuickBooks Online Accountant allows you to request information from your clients. Selecting Create client request on the Work screen begins the process Checking the Notify client checkbox means the client will be sent an email You can't add attachments to a client request You can request documents from a non-QuickBooks Online client To update the status of a client request, select the request and then the Status drop-down What are the step(s) when using the Sales with Payment customer workflow? Create sales receipts deposited to the Undeposited Funds account > Create Bank Deposit Create Sales Receipt deposited to the checking account Create Bank Deposit Create Invoice > Receive Payment deposited to the Undeposited Funds account > Create Bank Deposit Heather just received a customer payment and selected Undeposited Funds as the Deposited to account. Sales Center > All Sales, then select Open Invoices on the money bar A client is using the Sales on Account workflow. Instead of receiving a payment against the invoice, they add a new deposit categorized to an income account. They will create duplicate expenses Their accounts receivable balance will not be accurate The income account will show duplicate income The income will not be recorded Their accounts payable balance will not be accurate Which accountant tool in QuickBooks Online helps identify transactions that may have been removed accidentally from the company file? Voided/deleted transactions How to upgrade clients who aren't part of wholesale billing (i.e. direct billing)? 1. Gear
> Account and settings How do I upgrade clients on wholesale billing agreements? 1. Gear > subscription and billing you can't upgrade pending wholesale clients. You must wait for that company to be fully moved over to your Wholesale billing account before you can make changes to a company's subscription What should you consider when downgrading a client? Features Which statement is true when a QuickBooks Online company file is suspended for exceeding usage limits? You or the client must contact QuickBooks Online to have the file reactivated The only option here is for you or your client to call QuickBooks Online and have the file reactivated, then either upgrade to the next subscription level or optimize the areas that are exceeding usage limits in the current subscription level. Which 2 payroll options available inside QuickBooks Online Company? QuickBooks Full Service
payroll Under full service there are 3 subscription levels core How do you set up QBO payments? (no Monthly fee with a higher rate per transaction compared to Banking Merchant Account). Gear For new account set up - set up payments in the set up wizard and you need the Company info what does intuit recommend abou tthe payment process it is recommended that the Master Administrator of the QBO Company complete the set up. You connect an existing QuickBooks Payment, GoPayment or Intuit Merchant Service account to a new QBO Company. Where do you go to see a client's previous tax payments from the last quarter? Tax Center What information is needed to set up sale tax in QBO for a client who only does business in their home state? 1. The company address What features should a bookkeeper suggest to his/her clients to build their brand recognition? be creative with your font type that matches the company's branding scheme add a company logo to customer sales forms/invoices also add the color that matches the company branding scheme where do you go to add some personal branding to an invoice template? gear where do you go to add a logo to an invoice? gear A great feature of QBO is that there are other lists you can utilize to make it easier to fill forms. Where would you go to find these extra lists? Gear Which 2 team user roles have permission to view and search for apps using the Apps tab in QuickBooks Online Accountant? Firm Master Admin You set up a new employee with standard user access, but you uncheck the Payroll access box. Which part of QuickBooks Online will the new employee NOT have access to? Employee tab What would a client select in their Manage User screen to give their worker access to create invoices, but not write checks in their QuickBooks Online Company? Standard User Where can a Master Admin Accountant user view the apps connected to a client's Quickbooks Online account from within Quickbooks Online Accountant? Left navigation bar (The app screen shows you the Find Apps, Client Apps, and Apps for your firm.) Depositing funds - recording a bank deposit 1. New button
Which option best describes why an Undeposited Funds account needs to be used for receiving multiple payments? It's used so that the QuickBooks online bank register matched the monthly bank statements. Liz has set up a new employee with Standard user access but has unchecked the Payroll access box. Which part of QuickBooks Online will the new employee not have access to? Employees Tab Which 2 statements are correct about using the client details and dashboard screens of QuickBooks Online Accountant and working with client company files? -Notes will automatically be pinned unless you uncheck the Pin box Dianne Doolittle wants to download an itemized invoice for the QuickBooks Online subscriptions on her wholesale billing account for last month. The statement can be downloaded in which 2 file formats? -CSV Depending on the way your practice works, you may need to give team members different access levels based on their roles. What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Full, Basic and Custom Access What types of user permissions can you set up when adding a new team member in QuickBooks Online Accountant? basic, custom and full access What is the correct process for setting up a recurring project for the same client? Create a new project and select the Repeat button, then set the frequency and duration Which statement about creating a client request in QuickBooks Online Accountant is false? The request is not sent to the client's email address unless the default setting is changed. Heather's Auto Body purchased new equipment with 90 days same as cash terms. What workflow would you recommend so she can make sure to set aside the money to pay it when it comes due in 90 days? Create Bill > Pay Bill Heather just received a customer payment and selected Undeposited Funds as the Deposited to account. Where can she see if she got it right? Sales Center > Invoices tab, then select Deposited on the money bar Lynda is teaching her client proper vendor workflow. What is the correct workflow? Purchase Order > Pay Bill When the Sales Tax feature is enabled in QuickBooks Online, where must you record sales tax payments? Sales Tax Center
What are 2 tools you can use to identify possible issues in a QuickBooks Online company? -transaction Journal What are the steps to create a new estimate in QuickBooks Online? Sales > All Sales > New Transaction > Estimate What are the tools in QuickBooks?Tools to run your business. Paycheck Calculator. ... . Sales Tax Calculator.. Free Self Employment Tax Calculator.. Free Invoice Generator.. Free Invoice Templates.. The W2 Form: How to Understand and Fill Out a W2. ... . 1099 vs W2 Employee.. How to Set Up Payroll: A Guide for Employers.. Which accountant tools in QuickBooks Online help identify transactions that may have been removed accidentally from the company file?Question: Which Accountant tool in QuickBooks Online helps identify transactions that may have been removed accidentally from the company file? Reclassify Transactions Voided/Deleted Transactions Close Books Prep for taxes.
Where are 2 places you can search for Apps that work with QuickBooks Online quizlet?When using a third-party application, you can go directly to QuickBooks App Store website. From there, you can look for an app that integrates with QBO. Another option access them from the Apps menu within your QBO account.
Which 2 user types can access the Performance Center in QuickBooks Online quizlet?Only clients using QuickBooks Online Advanced can access the Performance Center directly.
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What are 2 tools you can use to identify possible issues in a QuickBooks Online company Quizlet
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