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

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'?

Accepted Answer

A container grouping related tasks for a client engagement

Answer

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?

Accepted Answer

Escalated

Answer

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?

Accepted Answer

A non-QBO client profile

Answer

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?

Accepted Answer

Edit the task and change the Assignee field

Answer

Tasks in the Work tab have an Assignee field that can be changed at any time to reassign work to another team member.

(QBO) Certified QuickBooks ProAdvisor Practice Test