QBO QuickBooks Setup & Navigation 4

Question 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?

Accepted Answer

Standard User with no payroll access

Answer

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.

Question 2

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

Accepted Answer

5

Answer

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

Question 3

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

Accepted Answer

Gear > Account and Settings > Sales > Invoice and delivery

Answer

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

Question 4

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

Accepted Answer

Batch Transactions

Answer

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

Question 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?

Accepted Answer

Time Tracking and Billable Expense

Answer

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

(QBO) Certified QuickBooks ProAdvisor Practice Test

(QBO) Certified QuickBooks ProAdvisor Practice Test

QBO QuickBooks Setup & Navigation 4