Q1 What are 2 ways to add a new customer to QuickBooks Online? Your answer: Sales > Customers > New customer Gear icon > Import data > Customers Edit answer Q2 What are 2 ways to add a new vendor to QuickBooks Online? Edit answer Your answer: Gear > Import data > Vendors Expenses > Vendors > New vendor Edit answer Q3 What must Bertha do to enable this in QuickBooks Online? Your answer: Check Track payments for 1099 in the Vendor Information screen Q4 Which 2 statements are true when creating an OAuth bank connection in QuickBooks Online? Your answer: Most banks require the primary account holder to establish the OAuth connection to the bank Not all banks and financial institutions support the OAuth bank connection Edit answer Q5 Where should they go to update their bank info in QuickBooks Online? Edit answer Your answer: Banking Center> Banking tab > Manage connections > Edit> Update password Q6 When first setting up Sales tax for a client, what information will be prepopulated? Your answer: Business address Edit answer Q7 Which 2 are correct regarding setting up a QuickBooks Payments account for a client? Edit answer Your answer: The Primary admin of the QuickBooks Online company should connect QuickBooks Payments Only the Primary admin of the QuickBooks Online company can connect QuickBooks Payments Q8 Where would your client navigate o view the status of a bill payment that was paid using Melio? Edit answer Your answer: Open bill payment > View online payment Q9 Which 2 team user roles have permission to view and search for apps using the Apps tab in QuickBooks Online Accountant? Your answer: Primary Admin Full Access Q10 What are 2 ways to track time using QuickBooks Time? Your answer: Manual Time Card Time Clock Kiosk Q11 What are 2 features QuickBooks Time Elite has that Premium does not? Your answer: Ability to use geofencing Ability to analyze project estimates verses actuals Edit answer Edit answer Edit answer Q12 Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template? Edit answer Your answer: Change invoice color schemes . Add a logo Change invoice fonts Q13 What user type is appropriate for nonprofit companies that need to provide reporting access to their board members? Edit answer Your answer: Standard user Q14 Which statement about switching between Accountant and Business view is true? Edit answer Your answer: Navigation labels may vary depending on whether you are in Business or Accountant view Q15 Who would have access to these notes? Your answer: Full access team members Edit answer Submit section