QuickBooks Online Accountant allows you to requestinformation from clients. Which of the following 3 statements areaccurate?(Select all that apply)

Selecting Create client request on the Projects screen beginsthe process

Selecting Create client request on the Work screen begins theprocess

Checking the Notify client checkbox means the client will besent an email

To update the status of the request, select your project in theStatus drop-down

You can’t add attachments to a client request

QuickBooks Online Accountant allows you to requestinformation from clients. Which of the following 3 statements areaccurate?(Select all that apply)

Selecting Create client request on the Projects screen beginsthe process

Selecting Create client request on the Work screen begins theprocess

Checking the Notify client checkbox means the client will besent an email

To update the status of the request, select your project in theStatus drop-down

You can’t add attachments to a client request

Look at these steps for creating a project and a task inQuickBooks Online Accountant:
1. _________________
2. Select Create project in the top right
3. Name the project Year End
4. Select the Client and enter four weeks from now as thedue date
5. Select Save
6. Select your newly added Year End project
7. _________________
8. Type in the Task name – Bank reconciliation and closebooks
9. Due date – two weeks from now
10. Select Save

Which option identifies the right steps for 1 and7?

1. Select Work from the left menu; 7. Select Details

1. Select Team from the left menu; 7. Select Add a Task

1. Select Team from the left menu; 7. Select Status

1. Select Work from the left menu; 7. Select Add a Task

The Work functionality in QuickBooks Online enables youto increase organization and efficiency.

Can you identify 3 ways it does this from the optionsshown here?(Select all that apply)

By showing a birds-eye view of what’s coming up

By flagging what’s overdue

By allowing you to filter by Client

By sharing access to your practice Dashboard with yourclients

By letting your client assign tasks to you

How do you change the status of a project in QuickBooksOnline Accountant?

Click on the project, select Done in the status drop-down

Click on the project, select the edit pencil and select Done

Click on the project, click the edit project link in Actions andedit the task status to select Done

Click on the project and select the remove task button, selectamend status and select Done