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Banking and Finance Quiz 6

 Ques 1: You want to record a bill that you received from one of your vendors. What is the quickest way to get to the Bill screen?

(a) In the navigation bar on the left, click Dashboard.

(b) In the Navigation bar on the left, click Expenses.

(c) In the Navigation bar on the left, click Bills.

(d) At the top right of the QuickBooks Online screen, click the + icon.

Answer: Option(D): At the top right of the QuickBooks Online screen, click the + icon.

Feedback

When you click the + icon at the top right, you then click the Bill entry to open the Bill screen.

Ques 2: Which form can you not add bundles to?


(a) invoice

(b) estimate

(c) sales receipt

(d) bill
Answer: Option(D): bill

Feedback

You can't add bundles to bills because bundles are available only on sales forms.

Ques 3: Your sales tax filing frequency is determined by which factors?


(a) your monthly sales tax liability

(b) your monthly sales tax liability and your sales tax rate

(c) the tax agency

(d) your monthly sales tax liability and the tax agency
Answer: Option(D): your monthly sales tax liability and the tax agency

Feedback

You specify the sales tax filing frequency for each tax agency, so it depends on your monthly sales tax liability and the tax agency.

Ques 4: Why would you leave the Price field blank when you create a service?

(a) So you can fill in the price when the service doesn't have a standard price.


(b) So you can fill in the Amount field in an invoice with the value you want.

(c) Because you don't know the sales price when you create the service.

(d) Because the Price field is calculated by the Cost and how much you mark up the service.
Answer: Option(A): So you can fill in the price when the service doesn't have a standard price.

Feedback

When you leave the Price field blank, you have to fill in the value when you add it to a form, which is ideal when the price is not standard.

Ques 5: When you set up a bank account, what information do you need to provide so you can reconcile the account in the future?

(a) beginning balance, ending balance, and closing date from the previous statement

(b) beginning balance and ending balance from the previous statement

(c) ending balance and closing date from last statement

(d) ending balance and closing date from the next statement

Answer: Option(C): ending balance and closing date from last statement

Feedback

To reconcile an account, you need the ending balance and closing date from the last statement.

Ques 6: You have just created your company in QuickBooks Online and the Dashboard is open. When you open the Account and Settings screen, which additional information is crucial to add before you do anything else?

(a) the company contact information and logo

(b) the company name, tax form, industry, and tax ID

(c) the company name and contact information

(d) the company name

Answer: Option(B): the company name, tax form, industry, and tax ID

Feedback

The company name, tax form and tax ID are required to create your company tax returns. When you specify the industry, QuickBooks Online configures settings that are typical for the industry you selected.

Ques 7: QuickBooks Online editions allow a specific number of users to access your financial records. Which type of user doesn't count toward that user limitation?

(a) Standard user

(b) Admin user

(c) User who set up the company

(d) Time-tracking user

Answer: Option(D): Time-tracking user

Feedback 

You can create as many time-tracking and report-only users as you want. They don't count toward the number of users who can access your QuickBooks Online books.

Ques 8: These steps are part of the import process except what?

(a) Import the records.


(b) Map the file fields to QuickBooks Online fields.

(c) From the Import drop-down list, choose the list you want to import into.

(d) Select the file you want to import.
Answer: Option(C): From the Import drop-down list, choose the list you want to import into.

Feedback

You do not choose the list from an Import drop-down list. You choose Import on the corresponding list screen like Customer, Vendors, or Products and Services.

Ques 9: You have opening balances with a few of your vendors. What is the best way to record your opening vendor balance and why?


(a) In the Vendor information dialog box, fill in the Opening balance field and as of fields; This approach is quick and you can complete it when you create the vendor.

(b) Record the bills that contribute to the opening balance; You can record the bill payments to reduce those balances and have complete records of what those balances represent.

(c) In the Vendor information dialog box, fill in the Opening balance field; This approach is quick and you can complete it when you create the vendor.

(d) Record purchase orders and bills for the opening balance; You can track your vendor orders from purchase order through bill payment.
Answer: Option(B): Record the bills that contribute to the opening balance; You can record the bill payments to reduce those balances and have complete records of what those balances represent.

Feedback

Recording bills increases the balance in your Accounts Payable account. Paying bills decreases the balance in your Accounts Payable account. In addition, by recording bills and then paying them, you will know what the bills were for and when they are due.

Ques 10: Which list applies only to customers?

(a) location

(b) class

(c) customer type

(d) terms

Answer: Option(C): customer type

Feedback

Customer type applies only to customer records.

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