Practice Test Geeks(QBO) Certified QuickBooks ProAdvisor Practice Test
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Online Setup 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 Online Setup flashcards as text

  1. A new QBO company defaults to cash-basis accounting. Where does a ProAdvisor change this to accrual-basis?

    Answer: Account and Settings > Advanced > Accounting method

    The default accounting method (cash or accrual) is set under Account and Settings > Advanced in QuickBooks Online.

  2. When importing a chart of accounts using a CSV file into a new QBO company, which column is mandatory?

    Answer: Account Name and Account Type

    The Account Name and Account Type columns are required in the CSV import — QBO cannot create an account without both.

  3. A client's QBO company is set up under the wrong industry type. What is the primary impact of changing the industry setting later?

    Answer: The recommended chart of accounts changes but existing accounts are unaffected

    Changing the industry type updates QBO's default account recommendations but does not modify any accounts or data already created.

  4. Which user role in QBO has permission to manage subscriptions and billing but cannot enter transactions?

    Answer: Billing Manager (or the Master Admin for billing only)

    The Master Admin or a Billing Manager role can manage subscription and billing information without necessarily having transaction access.

  5. During QBO setup, a ProAdvisor wants to customize invoice numbering to start at 1001. Where is this configured?

    Answer: Account and Settings > Sales > Sales form content > Custom transaction numbers

    Custom transaction numbers, including starting invoice numbers, are configured under Account and Settings > Sales > Sales form content.

  6. What happens to a QBO company's data if the subscription lapses and is not renewed within the grace period?

    Answer: Data is frozen and inaccessible until payment is made, then deleted after approximately one year

    Intuit freezes QBO company data after the grace period and typically deletes it after approximately one year if the subscription is not renewed.

  7. A ProAdvisor is setting up classes in QBO for a nonprofit client to track programs. Under which setting must 'Track classes' first be enabled?

    Answer: Account and Settings > Advanced > Categories

    Class tracking must be enabled under Account and Settings > Advanced > Categories before classes can be assigned to transactions.