Q1: Match these sale form sections/items to the settings you can change in them.

a) Edit tool b) Online delivery c) Statements d) Sales form Content e)Products + Services f) Messages

- Manage setting + default for ales forms. -Choose how sales forms are emailed. -Track inventory + choose columns to display. - Set the level of detail shown for transactions. - Set delivery terms+ methods. - Customize emails.

Q2: Every Friday, Kay runs the same 5 reports in Quickbooks. What can she do in the Reports Center to make her work easier?

a) Drag the reports to a new My Reports section + send her supervisor the link. b) Mark the reports as favorites so they appear at the top of the Rreports center. c) Click the refresh button to automatically update the report each week. d) Set the report frequency to weekly.

Q3: Why shouldn't you record a sale on a Journal Entry or directly on a Bank Deposit form? a) The link to the Chart of Accounts would break. b) The sale won"t appear on a sales report. c) The Profit + Loss report would be inaccurate. d) The customer's account would reflect the payment.

Q4: You can add new customers + sub-customers from the Sale - Center and_________.

a) Vendors Center b() from within a Sales form c) Shortcut menu d) Products + Service List

Q5: Match each form type to its description. a) Invoice b) Sales receipt c) Statement - Use when the customer does not pay at the time of service. - Use when the customer pays at the time of service. - Use to gather customer charges for a specific period.