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What type of client does this best describe? (Managing inventory and avoiding out-of-stock situations is critical to the success of this type of client.) Professional

What type of client does this best describe? (Managing inventory and avoiding out-of-stock situations is critical to the success of this type of client.)

  • Professional and Field Services
  • Appointment-based
  • Retail and e-commerce

What are 3 primary ways to get information into QuickBooks Online? (Select all that apply)

  • Convert data from existing QuickBooks Desktop file
  • Use the Import Data tool
  • Use the Export Data tool
  • Enter data manually into the QuickBooks Online forms and check registers
  • Use the Attachments tool

You have a client who needs a QuickBooks Online solution that includes tracking for sales and sales tax.

Which subscription level in QuickBooks Online would you recommend?

  • Self-Employed, Essentials, or Simple Start
  • Simple Start, Essentials, Plus or Advanced
  • Any subscription level, including QuickBooks Self-Employed

Which subscription option, if any, includes bank feeds, access from any device at any time, and integration with a wide range of apps?

  • Only QuickBooks Online Plus
  • QuickBooks Online Simple Start, Essentials, Plus, and Advanced
  • Only QuickBooks Self-Employed
  • Only QuickBooks Self-Employed and QuickBooks Online Essentials
  • None of them

Can you spot 2 features of QuickBooks Online Advanced that aren't available to QuickBooks Online Plus clients? (Select all that apply)

  • Advanced custom user permissions
  • Price rules
  • Project tracking
  • Import invoices

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