Getting Started
Navigation
Transactions
Reports
QBO Ecosystem
100
This is a benefit of QBO
What is: Anytime/anywhere access Automatic Back up Mobile access Multiple operating system support
100
This is where you can find the help menu
What is the gear icon
100
This is where how you get to the screen to edit sales settings
What is Gear Icon > Account & Settings > Sales
100
These reports show sales/expenses when the money is received or paid out
What is cash basis
100
This is a where you go to add QuickBooks Payroll to your QBO subscription
What is Employees > Green Action Button (Try Now, Choose Your Plan, etc)
200
Essentials has this many users
What is 3 regular and/or 1 accountant
200
This is how you access your customer list
What is Sales > Customer tab
200
These are additional ways to track aspects of your business
What are Classes & Locations
200
This is a snapshot of your business's worth at given point in time
What is a balance sheet report?
200
This is Intuit's payroll service that takes care of form filings and liability payments for you
What is QuickBooks Full Service Payroll (QBFSP)
300
This should be done before converting QBDT to QBO
What is verify?
300
This advances your date one day forward
What is the + sign
300
These can only be assigned to entire transactions
What are Locations
300
This is where you go to find a report that you have edited, and then saved those edits
What is My Custom Report
300
These are the types of payments you can accept with QuickBooks Payments
What are credit card and ACH
400
This is were you go to add users
What is Gear Icon > Manage Users
400
To add a new invoice
What is the Quick Create button (turning plus sign) Sales>Customer>New Invoice
400
This is a difference between an Expense transaction and a Check transaction
What is - Expenses can't be printed - Checks only use bank accounts/Expenses can be bank or credit card accounts
400
This is the icon you click to export to excel or pdf
What is the "piece of paper" icon
400
This is an advantage of using the Invoice Portal, even if you're not using QuickBooks Payments
What is messaging between you and the customer
500
This is how many bank/credit card accounts can be connected to a QBO account
What is unlimited
500
This is how you view more than QBO page at a time
What are multiple browser tabs
500
This might be used to record an automatic bank draft that occurs each month for rent
What is a recurring transaction/recurring expense
500
These are reports that you can have QBO email automatically to you
What are report groups
500
This is where you go to find options from 3rd part developers to expand functionality in QBO
What is Apps.com