QuickBook Questions

QuickBook Questions

Assessment

Assessment

Created by

ANNA MIRABAL

Other

10th - 12th Grade

46 plays

Hard

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19 questions

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1.

Multiple Choice

2 mins

1 pt

QuickBooks Online has a great features. Clients can use Online invoicing, which will track when they've been viewed and paid. Online Invoicing even allows for customer queries via online messages directly linked to the invoice. You now need to enable this feature in the new client company you're setting up.


Take a look at the steps below.


1. Select the Gear icon, and select Account and Settings, under the Your Company column


2........... and scroll down to the Online delivery section


3........... to ensure that Attach invoice as pdf is unchecked.


Can you identify the missing steps?

Step 2: Select Online invoice from the drop-down list; Step 3: Select the Sales tab

Step 2: Select Save; Step 3: Select the gear icon

Step 2: Under your company, select Account and Settings; Step 3: Select Advanced tab

Step 2: Select the Sales tab; Step 3: From the drop-down list, select Online Invoice

2.

Multiple Choice

2 mins

1 pt

Your client has asked you to turn on warnings for duplicate check and bill numbers in their QuickBooks Online company. Take a look at the steps below.

1...............

2. Under Your Company, select Account and Settings

3. Select the Advanced tab

4. In the Other preferences section, select the option to warn if duplicate check number is used and warn if duplicate bill number is used

5...................


Starting at the QuickBooks Online Dashboard, which option would complete the following steps?

Step 1: Select Sign in; Step 5: Select the Gear icon under the Tools column

Step 1: Select the Gear icon; Step 5: Select Save

Step 1: Scroll down to the Online delivery section; Step 5: Ensure that Attach invoice as pdf is unchecked

Step 1: Sign in to your QuickBooks Online Accountant account Step 5: Select Account and Settings

3.

Multiple Choice

2 mins

1 pt

Your client doesn't want to pay a monthly fee for their QuickBooks Payments merchant account. What other option is available to them, and where in QuickBooks Online can they sign up for QuickBooks Payments?

There is another plan which means the customer pays the transactions charge; In the Billing and Subscription tab of Account and Settings

There is no other option

The customer pays the transaction charge

Full-Service Payroll

4.

Multiple Choice

2 mins

1 pt

Your client has moved and needs you to modify the business address of the company in QuickBooks Online


Take a look at the steps below


1. Sign in to your QuickBooks Online Accountant account

2............................

3. You'll see the client company dashboard

4............................

5. Select Account and Settings

6. Select the Pencil icon in the Address section of the Company tab


What are the missing steps to get you to the screen to edit the address for your client?

Step 2: Select the client company from the Client Switcher drop-down in the green header bar

Select 4: Select the Gear icon

Step 2: Select the Gear icon

Step 4: Select the client company from the Client Switcher drop-down in the green header bar

Step 2: Go to the gear icon

Step 4: Select all lists

None of the above

5.

Multiple Choice

2 mins

1 pt

A great feature of QuickBooks Online is that there are other lists you can utilize to make it easier to fill in forms. Where would you go to find these lists?

Company Dashboard

Go to the Gear icon and select All Lists

Billing and Subscription tab

Account and Settings

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