Managing Client and Work Flashcards
7 cards from real QBO practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Managing Client and Work flashcards as text
When a ProAdvisor switches to a client's QBO company from QBOA, what does the 'Go to QuickBooks' action do?
Answer: Logs the ProAdvisor into the client's QBO company with accountant access
'Go to QuickBooks' opens the client's QBO company file using the ProAdvisor's accountant-level credentials without a separate login.
Which QBOA tool allows ProAdvisors to see a consolidated view of all clients' key financial metrics at a glance?
Answer: Client Hub (Client Overview)
The Client Hub in QBOA provides a consolidated dashboard showing key financial metrics for all connected client companies.
A firm team member needs access to only one specific client's QBO file, not all clients. How should the firm admin configure this in QBOA?
Answer: Set client-level access restrictions on the team member's QBOA role
QBOA firm admins can restrict team members to specific clients by setting client-level permissions on their team member profile.
What happens to a ProAdvisor's access to a client's QBO file if the client removes the accountant invitation?
Answer: Access is immediately revoked
When a client removes an accountant, the ProAdvisor's access to that QBO company is immediately and completely revoked.
In QBOA's Books Review, what is the purpose of the 'Transaction Review' tab?
Answer: To flag uncategorized or unusual transactions for client discussion
The Transaction Review tab in Books Review surfaces uncategorized or unusual transactions so the ProAdvisor can address them efficiently.
A ProAdvisor wants to track billable hours spent on a client's work and add them to an invoice. Which QBO feature supports this workflow?
Answer: Time tracking with billable status
QBO time entries can be marked as billable to a specific customer, then added directly to that customer's invoice.
Which setting in QBO must be enabled before time entries can be marked as billable to customers?
Answer: Time tracking in Account and Settings
Billable time requires enabling the Time tracking option under the Advanced section of QBO's Account and Settings.