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

  1. When setting up a new QuickBooks Online company, which step allows you to import existing customer and vendor lists from a spreadsheet?

    Answer: Use the Gear icon > Import Data

    The Gear icon (Settings) > Import Data allows you to import customers, vendors, accounts, and products/services from CSV files.

  2. A client wants to connect their bank account to QuickBooks Online for automatic transaction downloads. Where do they initiate this?

    Answer: Banking > Add Account

    The Banking menu (or Transactions > Banking) contains the 'Add Account' option to connect bank and credit card accounts via bank feeds.

  3. Which QuickBooks Online subscription tier is required to access inventory tracking with FIFO costing?

    Answer: Plus

    Inventory tracking with FIFO (First-In, First-Out) costing is available starting with the Plus subscription tier.

  4. During initial company setup, what does the 'fiscal year start month' setting affect in QuickBooks Online?

    Answer: The default date range for financial reports

    The fiscal year start month determines the default date range used in financial reports like Profit & Loss and Balance Sheet.

  5. A ProAdvisor is setting up QuickBooks Online for a client and needs to enable the 'Location Tracking' feature. Where is this setting found?

    Answer: Gear > Account and Settings > Advanced

    Location Tracking (and Class Tracking) are enabled under Gear > Account and Settings > Advanced in the Categories section.

  6. What is the purpose of the 'Accountant View' toggle available to accountant users in QuickBooks Online?

    Answer: It provides access to accountant-specific tools like reclassify transactions and write-off invoices

    Accountant View gives ProAdvisors access to tools like Reclassify Transactions, Write Off Invoices, and the Prep for Taxes feature not visible in Business View.

  7. When using the QuickBooks Online mobile app, which action is NOT currently supported compared to the browser version?

    Answer: Running a full Profit & Loss report

    While the mobile app supports many tasks, running full customized financial reports like a detailed Profit & Loss is limited and better performed in the browser version.