Practice Test Geeks(QBO) Certified QuickBooks ProAdvisor Practice Test
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Online Setup 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 Online Setup flashcards as text

  1. When setting up a QBO company that was previously using spreadsheets, what is the recommended approach for entering historical opening balances?

    Answer: Use a journal entry dated the day before the QBO start date to establish opening balances

    A journal entry dated one day before the QBO go-live date is the standard method to establish accurate opening balances without re-entering all historical transactions.

  2. A ProAdvisor sets up a QBO account and later discovers the client's legal business name was entered incorrectly. What is the risk of correcting it?

    Answer: Previously issued documents (invoices, statements) reflected the wrong name, so correction is low-risk for future documents only

    Changing the company name in QBO updates future documents only — past documents already issued to customers retain the old name.

  3. Which setting in QBO determines whether discounts can be applied at the line-item level on sales forms?

    Answer: Account and Settings > Sales > Sales form content > Discount

    The line-item discount field on sales forms is enabled under Account and Settings > Sales > Sales form content by toggling the Discount option.

  4. A client wants QBO to automatically apply vendor credits to the oldest outstanding bills. Which setup step enables this behavior?

    Answer: Enable 'Automatically apply credits' under Account and Settings > Advanced

    The 'Automatically apply credits' toggle under Account and Settings > Advanced controls whether vendor credits are auto-applied to open bills.

  5. When inviting an accountant user to a QBO company, how many accountant seats are available without consuming billable user slots?

    Answer: 2

    QuickBooks Online allows up to 2 accountant users (firm seats) per company file that do not count toward the billable user limit.

  6. A ProAdvisor needs to set up location tracking for a client with three retail stores. Which QBO plan is the minimum required to enable Locations?

    Answer: Plus

    Location tracking (like class tracking) requires QuickBooks Online Plus or higher.

  7. During QBO company setup, a client asks how to ensure that every expense transaction is required to have a class assigned. Where is this enforced?

    Answer: Account and Settings > Advanced > Categories > Warn if a transaction is not assigned a class

    Under Account and Settings > Advanced > Categories, you can enable a warning that flags any transaction saved without a class assignment.