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. A client needs to give their office manager access to QuickBooks Online but does not want them to see payroll information. Which user role should be assigned?

    Answer: Standard User with no payroll access

    A Standard User role can be customized to restrict access to payroll data while still allowing the user to manage other areas of the company file.

  2. What is the maximum number of users (excluding the accountant) allowed on a QuickBooks Online Plus plan?

    Answer: 5

    QuickBooks Online Plus allows up to 5 billable users (plus 2 accounting firm users) on the plan.

  3. During company setup, a ProAdvisor needs to set the default payment terms for all new customers. Where is this configured?

    Answer: Gear > Account and Settings > Sales > Invoice and delivery

    Default payment terms for customers are set under Gear > Account and Settings > Sales in the Invoice and delivery section.

  4. Which QuickBooks Online feature allows a ProAdvisor to view and edit multiple transactions at once using a spreadsheet-like interface?

    Answer: Batch Transactions

    The Batch Transactions tool (in QBO Advanced) allows editing multiple transactions simultaneously in a spreadsheet-style grid.

  5. A new QBO company needs to track both billable hours and expenses to pass through to customers. Which two features must be enabled in Account and Settings?

    Answer: Time Tracking and Billable Expense

    Both Time Tracking (under Advanced settings) and Billable Expense (under Expenses settings) must be turned on to charge time and costs back to customers.

  6. In QuickBooks Online, what is the 'Chart of Accounts' category type used for income generated from the company's primary business activity?

    Answer: Income

    In QBO, accounts that record primary business revenue are assigned the 'Income' account type (not 'Revenue'), which maps to the top of the Profit & Loss report.

  7. When a ProAdvisor uses the 'Undo' option on a reviewed bank transaction in the Banking center, what occurs?

    Answer: The transaction is moved back to the 'For Review' tab

    Undoing an accepted bank feed transaction moves it back to the For Review tab so it can be re-evaluated or matched differently.