QBO Managing Client and Work 2 — Questions and Answers
Question 1: A ProAdvisor wants to send a proposal to a prospective client directly from QuickBooks Online Accountant. Which feature supports this?
- Client Hub messaging
- Proposals in QBOA (Correct answer)
- QuickBooks Payments invoice
- Wholesale billing request
Correct answer: Proposals in QBOA
QBOA includes a Proposals feature that lets ProAdvisors create and send service proposals to prospective clients.
Question 2: When you use the 'Work' tab in QuickBooks Online Accountant, what is a 'project'?
- A set of bank rules applied to a client file
- A container grouping related tasks for a client engagement (Correct answer)
- A folder of uploaded client documents
- A recurring invoice template
Correct answer: A container grouping related tasks for a client engagement
In QBOA Work, a project is a container that groups related tasks and subtasks under a single client engagement.
Question 3: Which status is NOT a standard task status option in the QBOA Work tab?
- Not started
- In progress
- Awaiting client
- Escalated (Correct answer)
Correct answer: Escalated
Standard task statuses in QBOA Work include Not started, In progress, Awaiting client, and Complete — 'Escalated' is not a built-in option.
Question 4: A client added via the 'Add client' button in QBOA does not yet have a QBO subscription. What type of client record is created?
- A trial QBO company file
- A non-QBO client profile (Correct answer)
- A shadow company
- A read-only guest record
Correct answer: A non-QBO client profile
QBOA allows adding non-QBO client profiles so you can manage work and contact info for clients who don't use QBO.
Question 5: How can a ProAdvisor reassign a task in the Work tab to a different team member?
- Delete and recreate the task under the new assignee
- Edit the task and change the Assignee field (Correct answer)
- Archive the task and send a new one
- Use the client messaging tool to notify the new member
Correct answer: Edit the task and change the Assignee field
Tasks in the Work tab have an Assignee field that can be changed at any time to reassign work to another team member.
Question 6: What is the purpose of the 'Notes' section within a QBOA client profile?
- To store QBO transactions flagged for review
- To record free-form information about the client relationship (Correct answer)
- To log all email correspondence automatically
- To display the client's last login timestamp
Correct answer: To record free-form information about the client relationship
The Notes section in a QBOA client profile lets ProAdvisors save freeform text about the client for internal reference.
Question 7: A ProAdvisor's firm has multiple staff members. Which QBOA feature controls what each team member can see and do within the firm's account?
- Client access levels
- Team member roles and permissions (Correct answer)
- QBO user types
- Wholesale billing seats
Correct answer: Team member roles and permissions
QBOA team member roles and permissions determine what each staff member can access and do within the accountant firm account.
QBO Managing Client and Work 2
A ProAdvisor wants to send a proposal to a prospective client directly from QuickBooks Online Accountant.
Which feature supports this?