QBO
Workflow
Practice Growth
QuickBooks Self-Employed
QBOA
100
Unlike in QuickBooks desktop, you can put two or more line items of this account (one of two) in a single journal entry.
What is accounts receivable? What is accounts payable?
100
This is the tab in QBOA where you can manage projects and tasks.
What is the Work tab?
100
The Intuit name for an accounting professional who works with QuickBooks.
What is a ProAdvisor?
100
This is the tax form that is used by one who benefits by using QuickBooks Self-Employed
What is Schedule C?
100
This is where your client would go to invite you as an Accountant User
What is the Manage Users screen?
200
This technology phrase, also applicable to weather, describes where QBO data is stored.
What is in the cloud?
200
If applicable, this column within QBOA alerts you of the number of changes to closed books.
What is the bookkeeping, or "for review" within bookkeeping?
200
What enables a ProAdvisor to publish his/her profile on the Find-a-Proadvisor site, to get connected with small business owner prospects.
What is a Certified ProAdvisor?
200
This is where the tax preparer/accountant accesses a client's QuickBooks Self-Employed data.
What is QuickBooks Online Accountant?
200
This is how many Accountant Users can be invited to every QuickBooks Online company.
What is two?
300
This is one of three supported browsers for working in QBO.
What is Chrome? What is Firefox? What is Safari?
300
This is the name of the true cloud professional tax application developed by Intuit, and powered by Lacerte.
What is ProConnect Tax Online (PTO)?
300
These tools, developed by third parties (not Intuit), solve for vertical market needs of QBO users, and integrate with QBO.
What is an app?
300
This describes the client who is a great candidate for QuickBooks Self-Employed?
What is [any of]: Disorganized or messy Shoebox-type client Not using an accounting system, or using a spreadsheet Sends bank statements or fills out organizer page for taxes
300
This is the QuickBooks Online Accountant tool you would use if you deem customer balances uncollectible, and want to batch-remove A/R.
What is Write Off Invoices?
400
This is the maximum number of customers, vendors, and transactions that QBO can handle.
What is unlimited?
400
You've adjusted the books so that they match the tax returns precisely. You want to make sure they remain unchanged, and/or be notified of changes. This function allows you to "lock" the books as of a specific date.
What is Close Books?
400
Rhyming with 'Rich,' this general term for focused practice area, helps prospects and partners drive business to you. It is said that there are riches found in these.
What is a niche, or niches?
400
This is automatically tracked based on the movement of the business owner's mobile phone?
What is mileage?
400
This is what you would use to batch modify the account to which multiple transactions are posted.
What is Batch Reclassify?
500
This is the year QBO was launched in the USA.
What is 2001?
500
This feature, functions as a bridge between QBOA and ProConnect Tax Online, to automate the flow of books to tax, and mitigate and reduce data entry.
What is Trial Balance?
500
This is one of three attributes of a ProAdvisor profile most likely to garner a business owner prospect's interest in you.
What is your photo? What are ratings? What is industry specialization?
500
This is calculated by QuickBooks Self-Employed so the business owner has insight into income tax liabilities?
What are quarterly estimates?
500
This is where you can see all the members of your firm that have access to QBOA
What is the TEAM tab?