1. Your client has sent you their bank statement, as per your client request but, unfortunately, theyve done it for the wrong start date. How can you ask them to redo it, as part of a tracked conversation?

   		Create a new client request
   		Edit the project and add a new task
   		Edit the client request and add a comment
   		Send them an email from your company account

10 points

QUESTION 2

1. You are about to raise an invoice on behalf of Carol Walker, a small store owner. Walkers Wonders is a confectionery store with a fun and vibrant logo. The invoices for Walkers Wonders use a standard template. How else can you customize the invoice? Select 3 option that apply.

   		Set a background watermark
   		Add color to the highlighted areas
   		Set the size and position of the logo
   		Change the font style and size

10 points

QUESTION 3

1. In order to streamline your subscriptions, you can now move more than one subscription in or out of your list at a time. Have many can you move at once?

   		50
   		25
   		10
   		5

10 points

QUESTION 4

1. Clients can see the notes in the client details screen?

   True

   False

10 points

QUESTION 5

1. Which of the following statements is true?

   		If you permanently delete a client from QuickBooks Online Accountant, you no longer access to their QuickBooks Online data
   		If you make a client inactive, you no longer have access to their QuickBooks Online data
   		If you permanently delete a client from QuickBooks Online Accountant, it will delete all data from Your Books

10 points

QUESTION 6

1. Where would you find the link to begin customizing a clients invoices, such as adding a logo and changing the default colors?

   		In the Sales Center
   		In the Expenses Center
   		In the Gear icon menu
   		In the + New button menu

10 points

QUESTION 7

1. Gregory Wright has a small practice of three bookkeepers and one accountant. He wants them all to receive email notifications for Work tasks. Where do email notifications need to be enabled?

   		In the firm Master Admins QuickBooks Online Accountant Company settings
   		In the firm Master Admins Work settings
   		In each team members QuickBooks Online Accountant Company settings
   		In each team members QuickBooks Online Accountant Work settings

10 points

QUESTION 8

1. Which of the following option is not a type of user permission you can set for your clients?

   		Standard user
   		Company administrator
   		Reports only
   		Payroll only
   		Time-tracking only

10 points

QUESTION 9

1. How many native payroll offerings are available in QBO?

   		Two
   		Three
   		Four
   		Five

10 points

QUESTION 10

1. Your client has a QuickBooks Online Plus subscription and is on wholesale billing with your firm. Following some changes to their business, they want to downgrade to QuickBooks Essentials. Which of the following is the best course of action?

   		Explain they can make this change themselves in QuickBooks Onlines Billing and Subscriptions area
   		Explain that you need to make this change for them via QuickBooks Online Accountant
   		Advise them to call Customer Care for them to make this change

10 points

QUESTION 11

1. 1. Which 3 of the following statements are true about the Work functionality in QuickBooks Online Accountant?

   		You can create Projects and Tasks for your clients and your firm
   		You can use a QuickStart project template to run profitability reviews
   		You can create custom project templates that have a repeat schedule
   		You can create projects and tasks for clients who dont use QuickBooks Online
   		You cant add a repeat schedule to an existing project template