Q1

What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant?

Your answer:

You can keep all client contact info, notes and documents in one place

You can access all your ProConnect Tax Online clients from the same dashboard

You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines

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Q2

What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant?

Your answer:

Full access

Basic access

Custom access

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Q3

Which 3 of these statements are correct when creating a client request in QuickBooks Online Accountant?

Your answer:

You can add attachments by selecting the + Add document link

The request appears in the client's QuickBooks Online company in My Accountant

If you wish to notify your client of your request with a QuickBooks Online generated email, select Notify client

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Q4

How do you change the status of a task?

Your answer:

Use the drop-down on the task tile

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Q5

If you want to add a new team member to Your Practice, what types of user permissions can be set up?

Your answer:

Basic, Custom and Full access

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Q6

What is the first step you will need to take?

Your answer:

Remove them from Wholesale Billing

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