Show:
GETTING STARTED
NAVIGATION
SETTING UP
RECORDING TRANSACTIONS
QBOA
100
This is one of the major advantages that QBO has over QB Desktop.
What is "always on access", "no need to create backup", "no installation", and/or "no file transfer"?
100
When first setting up the file, this can be done from the Activities Feed or the Setup Wizard
What is Import QuickBooks Desktop Data?
100
You’ll receive this after importing QuickBooks Desktop data into QBO
What is a verification email?
100
This is what you would click on in the Customer Center to import a customer list
What is the drop down arrow next to New Customer?
100
This is where your client would go to invite you as an Accountant User
What is the Manage User screen?
200
Your client has multiple stores and divisions. These features of QuickBooks Online would best assist in tracking these different income and expenses.
What are Location and Class tracking?
200
This can be used to enter a new transaction
What is Quick Create?
200
This is what you click to get to the Manage Users screen
What is the gear icon (then “Your Company”)
200
This is how you close the Quick Create screen
What is click on the x (or spinny + sign)?
200
This is how many Accountant Users can be invited to every QuickBooks Online company.
What is two?
300
This is where you would go to see 3rd party app sync interactions with QBO
What is the Activity Log?
300
This is one of the screens in QBO that you can find a Money Bar
What is Vendor(s) Dashboard or Customer(s) Dashboard?
300
This type of user must be customized to manage company settings, subscription info or manage users
What is an Regular User?
300
These subscription levels allow you to record expenses using the enter bill/pay bill functions
What are Essentials and Plus?
300
This is the QuickBooks Online Accountant tool you would use if you have customers who are unable to pay their open balance.
What is Write Off Invoices?
400
This is the cost method QBO uses for inventory.
What is FIFO?
400
This is a “sticky” menu and will recall your filter selection even after you close it
What is Customers or Vendors?
400
These are options available when customizing Sales Forms
What is setting font style and/or borders or adding a logo?
400
This type of transaction can be created by using Quick Create or the Expense window
What is a check?
400
This is what you would use to reallocate multiple transactions to another account at one time.
What is Batch Reclassify?
500
This is the difference between memorizing an invoice in QBDT vs setting up a recurring invoice in QBO
Only QBO will also send them to customers automatically.
500
This is the recommended browser for QBO
What is Chrome?
500
This type of user is only available in QBO Plus
What are Time Tracker and/or Report Only users?
500
This is a feature of Journal Entries that you CAN NOT do in QB desktop
What are using multiple AR and/or AP lines in one JE?
500
This resource, accessible from the QBOA Client List, allows you to practice and learn QBO/QBOA features
What is Sample Company?