How can an Accountant user connect an app to a clients QuickBooks Online Quizlet

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To downgrade a client who isn't part of Wholesale billing, i.e. direct billing:
Select the Gear icon menu in the client's company and select Account and Settings
Select Billing & Subscription. Make sure your payment info is updated and valid
Select Downgrade your plan. The Downgrade page shows your current plan, and other plans you can downgrade to. If you can't see the Downgrade option, go to qbo.intuit.com/app/changeplan to downgrade
Find the new plan you want based on the feature list, then select Choose Plan
Review what goes away with your new plan. If you're ready to downgrade, select Next
Review your new billing details. Select Change plan to complete the process
For wholesale clients, sign in to your QuickBooks Online Accountant company file, then:
Select the️ Gear icon in your QuickBooks Online Accountant company file, then Subscriptions and billing
In the Your subscriptions section, locate the client
Select the Downgrade option in the Select Action column. (Note: if you don't see Downgrade as an option, that file cannot be downgraded)
If your client upgrades to Advanced, and then downgrades back to QuickBooks Plus, Essentials, or Simple Start, they (or more likely you) will need to reduce everything to their usage limits when they downgrade.

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Terms in this set (15)

[Notes]
Address
Language
More info
Attachments
Projects
Terms
[Customer type]

Which 4 of these tabs appear in the Customer information screen?

[Gear > Import data > Vendors]
+New > Add Vendor
Gear > All lists > Vendors > New vendor
[Expenses > Vendors > New vendor]
Expenses > Overview > Shortcuts > New vendor

What are 2 ways to add a new vendor to QuickBooks Online?

[Check Track payments for 1099 in the Vendor Information screen]
Ensure the Business ID No. has the appropriate number of dashes in the Vendor Information screen
Check to make sure that the 1099 wizard is enabled in Account and Settings
Check Track payments for 1099 in the Expenses tab of Account and Settings

Bertha Fox, one of your long-time clients, calls and asks how to track payments made to 1099 vendors.

What must Bertha do to enable this in QuickBooks Online?

You can only import 60 days of bank activity into QuickBooks Online
You must add all of a user's linked accounts to the bank feeds in QuickBooks Online
[Not all banks and financial institutions support the OAuth bank connection]
[Most banks require the primary account holder to establish the OAuth connection to the bank]
Most banks will require the primary account holder to re-establish the OAuth connection when they change their password

Which 2 statements are true when creating an OAuth bank connection in QuickBooks Online?

Payment Center
Accounting Center
[Banking Center]
Account and Settings

Where should you go to link to a new bank account in a client's QuickBooks Online company?

[Their company address]
[When they started collecting sales tax for the agency]
[How often they have to file a tax return]
Whether they travel to other countries
Whether they have any criminal convictions
[When their last tax period started]

In QuickBooks Online, what 4 data points do you need to set up sales tax for a client who only does business in their home state?

Taking client payment via the Pay Now button on an emailed invoice
[Sending a Sales receipt to a customer via email]
[Entering payments manually as a Receive payment]
[Running a card through a card reader attached to a mobile device]
Entering payments manually as a Credit memo
[Entering payments manually as a Sales receipt]
Taking client payment via cryptocurrency

Which 4 methods allow clients to process digital payments from customers using QuickBooks Payments?

Bill Payment > View online payment
[+ New > Pay Bills > View online payments]
Bill Payment > More > View online payment
+ New > Payment status

Where would Julie navigate to view the status of a bill payment that was paid using Melio?

Apps > Find apps
Apps > Firm apps
Apps > QuickBooks apps
[Apps > Client apps]

When logged into QuickBooks Online Accountant, where can you view apps that are connected to a client's QuickBooks Online?

[Time Clock Kiosk]
Card Punch
Manual Time Card
[Importing Time Card]
Scanning Time Card

What are 2 ways to track time using QuickBooks Time?

[Expert review]
[Access to QuickBooks Time Premium]
Geofencing
Personalized Human Resources advisor
[Same-day direct deposit]
Payroll expert to handle setup

Which 3 of these features are benefits of QuickBooks Online Payroll Premium?

[Change invoice color schemes]
[Add a logo]
Change orientation
Print on letterhead
[Change invoice terms]
Change invoice fonts

Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template?

Reports only user
Standard user
View only user
Company admin user
[Full access user]

What user type is appropriate for nonprofit companies that need to provide reporting access to their board members?

[Accountant Tools > Switch to Business view]
Gear icon > Tools > Switch to Business view
+ New > Accountant > Switch to Business view
Gear icon > Switch to Business view

How can you switch from Accountant view to Business view in QuickBooks Online?

All team members
Custom access team members
Full access team members
[Assigned team members]

Denise would like for all of her leads to save their notes in the Client details screen.

Who would have access to these notes?

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How can an accountant user connect an app to a client's QuickBooks Online?

Install an app Select your firm or select a client from the Install for Your Client ▼ drop-down menu. Select Install. Authorize QuickBooks to share your data with the selected app. Configure any sync preferences.

Where can an accountant user view the apps connected to a client's QuickBooks Online account from within QuickBooks Online Accountant?

The number of apps already connected to the QuickBooks account is displayed next to each client's name, and you can easily see whether the app was connected by you or by another user by looking directly underneath the app card in the grid.

Which 4 methods allow clients to process digital payments from customers using QuickBooks Online payments quizlet?

Running a card through a card reader attached to a mobile device..
Entering payments manually as a Receive Payment..
Sending a Sales Receipt to a customer via email..
Taking client payment via the Pay Now button on an emailed Invoice..

What are 2 places you can search for apps that work with QuickBooks Online quizlet?

Go to the Apps menu. Look for the appropriate POS app through the Search by name or category field or using the Browse category button.