Show:
Accountant Toolbox
Sales Tax
Could Be Anything
A/R and A/P
Unique for QBO
100
This is what you select to access the Accountant Toolbox.
What is the briefcase?
100
This is how you access the Sales Tax Center.
What is the left side menu?
100
You will find a prior period bank reconciliation difference here.
What is go to Reconcile and look under the Changes column?
100
Use this report to reconcile the Accounts Payable balance.
What is the A/P Aging report?
100
Is a resource specific to QuickBooks Online.
What is Quickopedia?
200
This tool is used to assist with reconciling balances at year end.
What is Trial Balance?
200
You mark this box on an invoice to make an item taxable.
What is the Tax Box?
200
To reclass multiple transactions, you will want to use this tool.
What is Reclassify Transactions?
200
You go here to receive a customer payment.
What is go to Quick Create and select Receive Payment?
200
Go here to find a list of all your clients.
What is log into QBOA and select Clients?
300
You can ignore this tool.
What is ProConnect Tax Online?
300
This is where you go to set up a new sales tax rate
What is clicking on the drop down arrow in the sales tax box on an invoice?
300
Find your most recent transactions here.
What is go to the Search box?
300
Go here for a quick view of your open and overdue invoices.
What is the Home Screen?
300
This is where you go to access the Sample File in QBOA.
What is go to the Gear icon and select Sample File?
400
Make sure you use this tool when you have finished working on a client's books for the period.
What is Close Books?
400
You go here to edit sales tax items.
What is the Sales Tax Center?
400
This is where you go to turn on/off account numbers.
What is Advanced Account Setting?
400
These are 2 ways you can add a vendor.
What is go to Vendor Center on Left Side Menu or add from entering a Bill window?
400
Go here to have your client invite you as an accountant.
What is Gear icon and select Manage Users?
500
These tools are also found in the Quick Create and Gear sections.
What are Journal Entry, Reconcile and Chart of Accounts?
500
This is where you go to turn on sales tax.
What is go to Sales Tax Center, edit sales tax settings?
500
This is how you turn on payroll.
What is go to Payroll, Turn on Payroll?
500
This is the most efficient way to write off multiple A/R balances.
What is go to the Accountant Toolbox and use Write of Invoices?
500
This is how you can copy the format of a report from one client to another.
What is in the current client's report, copy and past the QBO address to open the same page/report in another file?