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. When a ProAdvisor connects a client's bank account via bank feeds in QBO, what type of connection provides the most reliable, direct data link?

    Answer: Direct bank feed connection via Open Banking/OAuth

    Direct bank feed connections using Open Banking or OAuth tokens are more stable and secure than credential-based screen scraping.

  2. A client using QBO wants to accept credit card payments directly on emailed invoices. Which feature must be set up first?

    Answer: QuickBooks Payments (Merchant Services)

    QuickBooks Payments (formerly Intuit Merchant Services) must be activated to enable the 'Pay Now' button on emailed invoices.

  3. During setup, a ProAdvisor enables the 'Warn if duplicate bill number is used' option. Where is this setting found?

    Answer: Account and Settings > Expenses

    The duplicate bill number warning is configured under Account and Settings > Expenses in QuickBooks Online.

  4. Which QBO feature allows a ProAdvisor to give a client's accountant view-only access to reports without granting full transaction access?

    Answer: Reports Only role

    The 'Reports Only' user role grants access to view and export reports without the ability to enter or edit transactions.

  5. A company sells both products and services. During QBO setup, which setting enables tracking of both in the Products and Services list?

    Answer: Enable inventory tracking under Account and Settings > Sales

    Enabling inventory tracking under Account and Settings > Sales allows the Products and Services list to include inventory, non-inventory, and service items.

  6. What is the maximum number of users (excluding accountant users) allowed on a QuickBooks Online Plus plan?

    Answer: 5

    QuickBooks Online Plus supports up to 5 billable users, not counting accountant/bookkeeper seats.

  7. A ProAdvisor is setting up a new QBO file and wants the fiscal year to start in July. Where is this configured?

    Answer: Account and Settings > Advanced > Accounting > First month of fiscal year

    The first month of the fiscal year is set under Account and Settings > Advanced > Accounting section.