QB Data Server Manager
Quickbooks with Bank Feeds
Quickbooks Desktop
Random
Enterprise Features & Function
100

Organize the steps in running the QuickBooks Database Server Manager on the server.

Open Start Menu from the server 

Find Database Server Manager application

Open QuickBooks Database Server Manager app 

Browse to the location of your company file  

Click Start Scan 

When the scan finishes, select Close

100

A customer is getting error code OLSU-1013 when importing bank transactions into QuickBooks. Using UDAS methodology, what will be your first step in identifying what's causing this error?

Tell the customer to download transactions in a test company file.

100

Traigh is a first-time user of QuickBooks Desktop, and he's curious about the accounts affected when he creates an invoice. Which accounts are affected during this process?

Income and Accounts Receivable

100

Ashley is trying to reconcile their checking account for this month and they noticed that the beginning balance shows an incorrect amount. What are the possible reasons for this issue? 

The account wasn't set up a balance or with the right balance 

Previously cleared and reconciled transactions were voided, deleted, or modified 

You converted the file from another version of QuickBooks

100

Nick just opened a new warehouse and wanted to track the expiration dates of their inventory items from both locations. Which Enterprise plans offers this feature?

Enterprise Platinum & Enterprise Diamond 

200

What will be your troubleshooting steps to diagnose a potential data damage issue in QuickBooks Desktop? 

Run the Verify/Rebuild Utility 

Run QuickBooks File Doctor

Restore an older file or create a new one.  

200

This is Kiarra's first time to work with bank feeds in QuickBooks Desktop. She wants QuickBooks to send information to her bank and download bank transactions directly from it. Which bank feed connection can you recommend to Aly?

Direct Connect

200

Amber was asked by his accountant to provide a company financial report. He has two company files and wants to combine them into one report. Which of the following reports cannot be combined in QuickBooks Desktop Enterprise?

Audit Trail

200

Tarq received a notification about an upcoming price increase for her QBES Gold subscription, and understandably, she became very upset. She's now threatening to cancel the subscription and is not responsive to the options you presented. As an expert, what can you do to better address her concerns and find a solution that works for her?

Transfer to Saves ES

200

Susritha has remote technicians, and she wanted them to send real-time invoices. Which feature allows her technicians to do real time invoices?

Field Service Management

300

Darla experienced a power outage that caused their workstations to lose connection to their server. She wants to know how running QB Database Server Manager can help resolve her issue. How will you educate Danica about its purpose?

It scans your company files and re-establishes the connection between the server and workstations and fixes any network-related issues that might have arisen due to power outage.

300

What is the correct click path to import .QBO file in QuickBooks?

Banking > Bank Feeds > Import Web Connect Files

300

Craig's customer paid him in full for a product they bought right away. In this scenario, which transaction does he need to record in QuickBooks?

Sales Receipt

300

How will you respond to a customer who wants to know why there is price increase?

At QuickBooks, we take your business seriously. Supporting the needs of mid-market customers, especially in the face of shifting and changing markets, is our singular focus. To do this, innovation is key. New products, reports, tools, features, and functionality drive how we support the efforts of small businesses. Periodic price increases make sure we continue to deliver the product that best meets your needs. Not just for today, but for many years to come.

300

Charon needs to look back at last year's budget to forecast this year's profit and loss. Which of the following Enterprise features does she need?

Advanced Reporting

400

What are the different ways we can check for the email associated to their IDP grant?

Right-click the Intuit Data Protect icon in the system tray, select "About Intuit Data Protect, 

In OII > search email address> manage grants

400

How would you guide the customer in checking if their bank supports Direct Connect within QuickBooks?

Banking>Bank Feeds>Participating Financial Institution

400

Nathan needs a report that shows a summary of income owed from all open invoices. Which report should he use to see those amounts?

Customer Balance Summary

400

It is a QuickBooks utility that can help you determine whether or not your data file has become corrupted.

Verify Data

400

Which of the following QuickBooks Enterprise subscriptions offer Inventory Stock Status by Lot Number Report?

Both Platinum and Diamond

500

Rearrange the steps on how to enable customer prepayment in QuickBooks Desktop Enterprise.

Select Edit.>Select Preferences>Select Payments>Select Company Preferences>Select Prepayments>Select Prepayment Settings.>Select Turn On Prepayments>Select Current Liability account>Select OK>Select OK again in Preferences

500

Rosalina would like to check what are the cleared transactions that were changed since he last reconciled a particular account. Which report should Andy pull up?

Reconciliation Discrepancy Report

500

Jayla needs a report in QuickBooks 2024 that shows which items are selling quickly and which are not. Intuit Assist tool suggested an article about Inventory Turnover Report. Based on the article, how will Amanda generate this report in QuickBooks 2024?

Reports> Inventory> Inventory Turnover by Item Report

500

Chanel's customer returned a damaged item requesting for a full refund. How will Toni record this in QB?

Create Credit Memo

500

Jymerria is a business owner who purchased goods from a supplier to pay later. What transaction should she enter inside QuickBooks?

Bill