Practice Test Geeks(QBO) Certified QuickBooks ProAdvisor Practice Test
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Managing Client and Work 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 Managing Client and Work flashcards as text

  1. When a ProAdvisor switches to a client's QBO company from QBOA, what does the 'Go to QuickBooks' action do?

    Answer: Logs the ProAdvisor into the client's QBO company with accountant access

    'Go to QuickBooks' opens the client's QBO company file using the ProAdvisor's accountant-level credentials without a separate login.

  2. Which QBOA tool allows ProAdvisors to see a consolidated view of all clients' key financial metrics at a glance?

    Answer: Client Hub (Client Overview)

    The Client Hub in QBOA provides a consolidated dashboard showing key financial metrics for all connected client companies.

  3. A firm team member needs access to only one specific client's QBO file, not all clients. How should the firm admin configure this in QBOA?

    Answer: Set client-level access restrictions on the team member's QBOA role

    QBOA firm admins can restrict team members to specific clients by setting client-level permissions on their team member profile.

  4. What happens to a ProAdvisor's access to a client's QBO file if the client removes the accountant invitation?

    Answer: Access is immediately revoked

    When a client removes an accountant, the ProAdvisor's access to that QBO company is immediately and completely revoked.

  5. In QBOA's Books Review, what is the purpose of the 'Transaction Review' tab?

    Answer: To flag uncategorized or unusual transactions for client discussion

    The Transaction Review tab in Books Review surfaces uncategorized or unusual transactions so the ProAdvisor can address them efficiently.

  6. A ProAdvisor wants to track billable hours spent on a client's work and add them to an invoice. Which QBO feature supports this workflow?

    Answer: Time tracking with billable status

    QBO time entries can be marked as billable to a specific customer, then added directly to that customer's invoice.

  7. Which setting in QBO must be enabled before time entries can be marked as billable to customers?

    Answer: Time tracking in Account and Settings

    Billable time requires enabling the Time tracking option under the Advanced section of QBO's Account and Settings.

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Sources & references

Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy

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