QBO Managing Client and Work 2

Question 1

A ProAdvisor wants to send a proposal to a prospective client directly from QuickBooks Online Accountant. Which feature supports this?

Accepted Answer

Proposals in QBOA

Answer

Client Hub messaging

Answer

QuickBooks Payments invoice

Answer

Wholesale billing request

Question 2

When you use the 'Work' tab in QuickBooks Online Accountant, what is a 'project'?

Accepted Answer

A container grouping related tasks for a client engagement

Answer

A set of bank rules applied to a client file

Answer

A folder of uploaded client documents

Answer

A recurring invoice template

Question 3

Which status is NOT a standard task status option in the QBOA Work tab?

Accepted Answer

Escalated

Answer

Not started

Answer

In progress

Answer

Awaiting client

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?

Accepted Answer

A non-QBO client profile

Answer

A trial QBO company file

Answer

A shadow company

Answer

A read-only guest record

Question 5

How can a ProAdvisor reassign a task in the Work tab to a different team member?

Accepted Answer

Edit the task and change the Assignee field

Answer

Delete and recreate the task under the new assignee

Answer

Archive the task and send a new one

Answer

Use the client messaging tool to notify the new member

Question 6

What is the purpose of the 'Notes' section within a QBOA client profile?

Accepted Answer

To record free-form information about the client relationship

Answer

To store QBO transactions flagged for review

Answer

To log all email correspondence automatically

Answer

To display the client's last login timestamp

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?

Accepted Answer

Team member roles and permissions

Answer

Client access levels

Answer

QBO user types

Answer

Wholesale billing seats