Practice Test Geeks(QBO) Certified QuickBooks ProAdvisor Practice Test
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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

  1. A ProAdvisor wants to send a proposal to a prospective client directly from QuickBooks Online Accountant. Which feature supports this?

    Answer: Proposals in QBOA

    QBOA includes a Proposals feature that lets ProAdvisors create and send service proposals to prospective clients.

  2. When you use the 'Work' tab in QuickBooks Online Accountant, what is a 'project'?

    Answer: A container grouping related tasks for a client engagement

    In QBOA Work, a project is a container that groups related tasks and subtasks under a single client engagement.

  3. Which status is NOT a standard task status option in the QBOA Work tab?

    Answer: Escalated

    Standard task statuses in QBOA Work include Not started, In progress, Awaiting client, and Complete — 'Escalated' is not a built-in option.

  4. A client added via the 'Add client' button in QBOA does not yet have a QBO subscription. What type of client record is created?

    Answer: A non-QBO client profile

    QBOA allows adding non-QBO client profiles so you can manage work and contact info for clients who don't use QBO.

  5. How can a ProAdvisor reassign a task in the Work tab to a different team member?

    Answer: Edit the task and change the Assignee field

    Tasks in the Work tab have an Assignee field that can be changed at any time to reassign work to another team member.

  6. What is the purpose of the 'Notes' section within a QBOA client profile?

    Answer: To record free-form information about the client relationship

    The Notes section in a QBOA client profile lets ProAdvisors save freeform text about the client for internal reference.

  7. A ProAdvisor's firm has multiple staff members. Which QBOA feature controls what each team member can see and do within the firm's account?

    Answer: Team member roles and permissions

    QBOA team member roles and permissions determine what each staff member can access and do within the accountant firm account.