QBO ProAdvisor Test Section 2 Latest Update 2024-2025 Exam Questions and 100% Verified Correct Answers Guaranteed A+ As well as adding the logo to the invoices, how else can you customize an invoice?
Select all that apply. - CORRECT ANSWER: Add color to certain areas
Set the size and position of the logo Change the font style and size
Bertha Fox, one of your long-time clients, calls and asks how to track payments made to
1099 vendors. - CORRECT ANSWER: Check Track payments for 1099 in the Vendor
Information screen
Denise would like for all of her leads to save their notes in the Client details screen.
Who would have access to these notes? - CORRECT ANSWER: All team members
How can you switch from Accountant view to Business view in QuickBooks Online? -
CORRECT ANSWER: Gear icon > Switch to Business view
How many days of historical data are carried over from a bank account that is connected using OAuth? - CORRECT ANSWER: Depending on the financial institution, between 30 days and 2 years
In the Overview tab of the Client List, what filter can be applied to only show clients
assigned to a specific team member? - CORRECT ANSWER: Lead
One of your clients was notified that their email was compromised and they need to update all of their banking passwords.Where should they go to update their bank info in QuickBooks Online? - CORRECT ANSWER: Banking Center > Banking tab > Select account tile > Pencil icon > Edit sign- in info
What are 2 ways to add a new customer to QuickBooks Online? - CORRECT
ANSWER: Sales > Customers > New customer
Gear icon > Import data > Customers
What are the 4 types of user permissions that you can set up? - CORRECT ANSWER:
Company Administrator Slandard User Time-Tracking Only Reports Only
What connection method eliminates the need to provide a bank user name and
password after the initial setup process? - CORRECT ANSWER: OAuth
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