QBO - Certified QuickBooks ProAdvisor Managing Client and Work Questions and Answers

Question 1

A ProAdvisor is using the Work feature in QuickBooks Online Accountant to manage their firm's projects. A client has sent an important document via email. What is the most efficient and secure way for the ProAdvisor to request this document through QuickBooks Online Accountant to ensure it's linked to the client's record and ongoing work?

Accepted Answer

Create a new 'Client Request' from the Work tab, asking the client to upload the document directly through the request.

Answer

Creating a 'Client Request' from the Work tab is the most integrated and secure method. This action sends a formal request to the client, which appears in their QuickBooks Online under the 'My Accountant' tab. They can then upload the document directly in response, linking it to the request and storing it securely within the system.

Question 2

When managing your team in QuickBooks Online Accountant, you need to assign a new team member access to several, but not all, of your clients. What is the proper procedure to grant this specific access?

Accepted Answer

Go to the 'Team' tab, select the team member, and then individually assign a role for each specific client they need to access.

Answer

In QuickBooks Online Accountant, user permissions are managed under the 'Team' tab. To control client access, you edit the team member's profile and in the 'Client access' section, you can assign them specific roles for each client company they are authorized to work on. This provides granular control over client data.

Question 3

A client's project requires tracking profitability, including labor costs from timesheets and specific expenses. Which QuickBooks Online feature is best suited for this purpose, offering a dedicated dashboard to view income, costs, and profit for the job?

Accepted Answer

The Projects feature.

Answer

The Projects feature in QuickBooks Online (available in Plus and Advanced) is specifically designed for job costing. It provides a central dashboard to track income, costs (including billable time and expenses), and profitability for each project, offering more robust tracking than using sub-customers or classes alone.

Question 4

Which of the following is a key limitation of using the 'Projects' feature for job costing compared to using sub-customers in QuickBooks Online?

Accepted Answer

Projects cannot have their own unique billing and shipping addresses separate from the parent customer.

Answer

While the Projects feature offers a superior dashboard for profitability tracking, it has limitations. One significant limitation is that a Project inherits the parent customer's address. Sub-customers, on the other hand, can have unique billing and shipping addresses, which can be important for invoicing and shipping on a per-job basis.

Question 5

A ProAdvisor wants to keep internal notes about a client, such as communication logs and important reminders, that should be visible to all team members who have access to that client. Which feature within the client's profile in QuickBooks Online Accountant should be used?

Accepted Answer

The 'Notes' tab within the client's detail screen.

Answer

The 'Notes' tab, accessible from the client list within QuickBooks Online Accountant, is the designated place for storing client-specific information. These notes are automatically stamped with the author and date, can be edited by team members with access, and important notes can be pinned for visibility.

(QBO) Certified QuickBooks ProAdvisor Practice Test

(QBO) Certified QuickBooks ProAdvisor Practice Test

QBO - Certified QuickBooks ProAdvisor Managing Client and Work Questions and Answers