Practice Test Geeks(QBO) Certified QuickBooks ProAdvisor Practice Test
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Data Migration & Importing Data Flashcards

7 cards from real QBO practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Data Migration & Importing Data flashcards as text

  1. Before exporting a QuickBooks Desktop company file to QuickBooks Online, which Desktop utility should a ProAdvisor run first to check the file for data integrity problems?

    Answer: Verify Data and Rebuild Data

    Verify and Rebuild find and repair data integrity issues that could cause the conversion to fail or produce wrong balances.

  2. In QuickBooks Desktop, which keyboard shortcut opens the Product Information window where you can see the file's total targets before a conversion?

    Answer: Ctrl+1

    Ctrl+1 (or F2) opens Product Information, which shows the total target count that decides whether a full conversion is possible.

  3. A client's Desktop file has too many targets for a full conversion. What can the ProAdvisor bring into QuickBooks Online instead?

    Answer: Only lists and balances

    Files over the target limit can bring over lists and account balances as of a chosen date, but not the full transaction history.

  4. Which user mode and login does QuickBooks Desktop require when you export a company file to QuickBooks Online?

    Answer: Admin user in single-user mode

    Only the Admin user in single-user mode can export a company file to QuickBooks Online.

  5. When a Desktop file with inventory is converted to QuickBooks Online, why might inventory values change?

    Answer: QBO uses FIFO costing while Desktop uses average cost

    QBO recalculates inventory under FIFO, so values can differ from Desktop's average cost.

  6. After a Desktop-to-Online conversion, which report pair should a ProAdvisor compare first to confirm the conversion is accurate?

    Answer: Balance Sheet and Profit and Loss on the accrual basis

    Accrual-basis Balance Sheet and P&L reports for the same dates are the main check that balances carried over correctly.

  7. Where does the Undeposited Funds balance from QuickBooks Desktop appear after conversion to QuickBooks Online?

    Answer: Payments to deposit (Undeposited Funds)

    Undeposited Funds carries over as QBO's Payments to deposit account, so payments can still be grouped into bank deposits.

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Sources & references

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  1. quickbooks.intuit.com — Eligibility, retake policy, test delivery, renewal · verified Oct 2026