COA
Which account types do not allow you to enter an opening balance?
Income and Expense
What section would you turn on Class Tracking?
Accounting
What can we do before a rebuild if we know that we have list errors?
Resort
Which "Sales" transactions are non posting? Name all.
Estimate and Sales Order
Where can we edit Luigi's Legal Address, Phone, Email, EIN, SSN, etc.?
Company > My Company
What type of account do we choose to create a "Petty Cash" account?
Bank
In which section can you turn off the annoying "Beep when recording a transaction"?
General
Name the list that provides us with the names of our inventory locations.
Inventory Site List
What does the term "Net 30" mean?
The customer has 30 days to pay the balance.
Where can we "View Permissions" for certain Roles?
Company > Users and Roles
How do you run a quick report on one of your accounts?
Highlight it and Ctrl + Q
In which section can you set your Units of Measure?
Items & Inventory
This list allows us to create Advanced Pricing items.
Price Rule List
Which transaction will allow you to create a Sales Order from it?
Estimate
Which User Role is the closest we can get to Admin?
Full Access
What type of account did we use to create the loan on the previous Luigi?
Other Current Liability
In which section do we turn on Progress Invoicing?
Jobs & Estimates
This list allows us to create new Sales Tax items.
Item List
Which transactions allow you to create a PO from it? Name all.
Sales Order and Estimate
Where can we go to see the colorful graphs that represents our company's stats?
Company > Company Snapshot
How do we merge accounts in the COA?
Copy the name of the account that you want to keep. Go to the account that you would like to merge it with, paste the new name and Save & Close. QB will then display a message that says: "This name is already being used. Would you like to merge them? Yes.
In which section do you enable Advanced Pricing?
Sales & Customers
How can we find the master list?
Write a check, Ctrl + L
Which transaction hits Undeposited Funds rather than Accounts Receivable?
Sales Receipt
Where can we see what apps are connected to the customers QB?
Company > My Company