Practice Test Geeks(CAT) Certified Accounting Technician Practice Test
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Accounting Technician Software & Technology Flashcards

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  1. In QuickBooks Online, which feature automatically matches bank transactions to existing records in the books?

    Answer: Bank Feed / Bank Rules

    Bank Feeds in QuickBooks Online automatically download transactions and Bank Rules auto-categorize and match them to existing records.

  2. A company uses a cloud-based accounting system. Which security practice is MOST critical to protect sensitive financial data?

    Answer: Enabling multi-factor authentication (MFA) for all users

    MFA adds a second verification layer beyond a password, significantly reducing the risk of unauthorized access to cloud accounting systems.

  3. When importing a CSV file of transactions into accounting software, what must be done FIRST to ensure data integrity?

    Answer: Map CSV columns to the corresponding software fields

    Column mapping ensures each CSV field (date, amount, description) aligns with the correct field in the accounting software before import.

  4. In a relational accounting database, what is the primary purpose of a foreign key?

    Answer: To link a record in one table to a record in another table

    A foreign key creates a relationship between two tables, such as linking an invoice record to a customer record using the customer ID.

  5. Which accounting software report is BEST used to identify which customers owe money and for how long?

    Answer: Accounts Receivable Aging Report

    The Accounts Receivable Aging Report categorizes outstanding invoices by time buckets (0-30, 31-60, 61-90 days) to show overdue amounts by customer.

  6. An accounting technician needs to prevent a specific user from deleting journal entries in the ERP system. Which action accomplishes this?

    Answer: Configure role-based access controls to restrict delete permissions

    Role-based access control (RBAC) allows administrators to grant or restrict specific permissions—such as delete—at the user or role level.

  7. Which file format is the international standard for exchanging structured business and financial data between different software systems?

    Answer: XML (including XBRL)

    XML and its financial variant XBRL (eXtensible Business Reporting Language) are the standard formats for structured financial data interchange between systems.