Question $9$

A lead bookkeeper in Teresa's firm recently retired.

How does Teresa update the lead for the client from the Clients menu in QuickBooks Online Accountant?

$$ Select the client from the list and then choose Edit lead from the Actions column

Select the client from the list and then choose Edit lead from the down arrow next to the Edit client button

Select the Filter option and then select Edit leads

Select the Gear icon below the Add client button and check the box next to Edit leads

Question $10$

What are $2$ ways to check a client's subscription level in QuickBooks Online Accountant?

$$ From the Clients tab in Account and Settings

By hovering over the qb icon in the Clients menu

From the Subscriptions and billing screen from the Gear icon

From the Company Settings screen from the Gear icon

From the Advanced tab in Account and Settings

Question $11$

You are hiring a new bookkeeper for your firm, and you don't want to give him any access to the firm's books.

What standard role can you assign him?

Admin no access

Standard clients only

A custom role has to be created

Standard no access

Question $12$

What is one way to communicate with your client from QuickBooks Online Accountant?

Accountant Tools $>$ Prep for taxes $>$ Message client

My accountant $>$ Requests $>$ Create client request

Accountant Tools $>$ Notes

Work $>$ Create client request

Question $13$

Which $2$ statements about creating a client request in QuickBooks Online Accountant are true?

A document request notification can be sent via email by selecting Notify client

A document request appears in the client's QuickBooks Online company in the Accounting menu

$$ The status of a document request cannot be updated

A document request can be sent to a non$-$QuickBooks Online client

$$ A document request appears in the client's QuickBooks Online company in the My Accountant menu