![]() 3) Receive payment 5) Create check transactionĬ. 3) Create a check transaction 5) Create a bank deposit transactionī. Which 2 steps in QuickBooks Online complete the customer workflow?Ī. Accounts Receivable B Take a look at the following customer workflow: Which account should he record the payments to?ĭ. He's marking the payments as Received in QuickBooks Online. Nothing, it's free D Craig has received several checks from his customers, totaling $2500. Track mileage A, C, D How much does it cost to add access to the QuickBooks Online Mobile app?ĭ. Identify 3 things they can do via the Mobile app from the list below.ĭ. Connected bank balances B, D, & E Your QuickBooks Online client spends a lot of time away from their office and you're sure they would benefit from the Mobile app. My Accountant D? From the list below, identify 3 pieces of information you can find on the QuickBooks Online client's Dashboard.Į. Review sales tax and make payments A - D Which of the following features is only available to QuickBooks Online Accountant team members?ĭ. Review and approve year-end financial reports and tax returnsĮ. They should take a photo of the receipt on their mobile phone and sync with QuickBooks Online when they are back in the office C Which of the following end-to-end accounting life cycle tasks would you generally complete on a yearly basis? (Select all that apply)ĭ. They should take a photo of the receipt on their mobile phone and attach it to an expense transaction via the QuickBooks Online mobile appĭ. They should keep a separate wallet for their business expense receiptsĬ. As long as they keep 75% of their receipts, it's fineī. They can record expenses on the mobile app, but need to manually import them to QuickBooks Online when they are back in the office B Your client complains they have too many expense receipts to keep track of and they keep losing them. They can add expenses on the mobile app and it will automatically sync them with QuickBooks OnlineĬ. The mobile app is for viewing information only-they can't add expensesī. You start off in Dashboard when you enter a client account A, B, & D Your client wants to know if they can manage their expenses using the mobile app. You can select a card to go to the Sales or Expenses CenterĬ. You can see deposits and information on unpaid and overdue invoicesī. Settings and tools can be accessed from the Gear icon A - D Which of the following statements are true of the QuickBooks Online Dashboard? Select all the correct options from the list.Ī. As an accountant user, you have an additional drop-down menu in your client's companyĭ. There are multiple entry points for finding different lists and transactionsĬ. A QuickBooks company is made up of lists and transactionsī. ![]() A & B Which of the following are correct statements about a client's QuickBooks Online company? Select all that apply.Ī. QuickBooks Online mobile app costs $10 per month. The same security that protects your QuickBooks Online data on the web applies when you use the QuickBooks Online mobile app.Ĭ. It syncs with QuickBooks Online on the web: Any task completed in the app updates QuickBooks Online.ī. Bank balances A - E Which of the following statements are true of the QuickBooks Online mobile app?Ī. What information can you see on the dashboard? Select all of the options that are correct.Į. You can even set the date range of the information displayed using the drop-down in the top right-hand corner of the panel. Balance your checkbook A - F Where would you go to find the following accountant-only features? Prep for taxes, Reclassify Transactions, Voided/Deleted Transactions, and Write Off InvoiceĪccountant Tools Accountant Tools The dashboard give you lots of relevant information, including sales performance, expenses, and banking. tools C Which of the following tasks should be performed weekly? Select all that apply. Complete the following statement: The QuickBooks Online _ is a platform that you and your clients can use to build the perfect solution, by adding _ that bring additional functionality.ĭ.
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