3.0 List Management QuickBooks ProAdvisor Practice Quiz
20 exam-style questions covering 10% of the QuickBooks ProAdvisor exam. Instant feedback on every answer, progress tracking, no signup required.
This domain is part of the QuickBooks ProAdvisor (Online Certification) practice test. Each question is tagged by exam objective and difficulty so you can drill exactly the areas you need.
Sample Questions
A bookkeeper wants to see all the available lists in QuickBooks Online from a single menu. According to the Student Guide, which navigation path opens the All Lists screen?
- A. Click the Gear icon → All Lists
- B. Click +New → All Lists
- C. Click Reports → All Lists
- D. Click Banking → All Lists
Correct. All Lists is accessed from the Gear icon menu under the Lists column.
According to the Student Guide, where is the Customer Center located in the QuickBooks Online left navigation bar?
- A. Banking → Customers
- B. Sales → Customers
- C. +New → Customers
- D. Workers → Customers
Correct, the Customer Center is opened by clicking Sales in the left navigation bar and then the Customers sub-tab.
A bookkeeper sets up a sub-customer in QuickBooks Online. According to the Student Guide, what billing options are available when creating a sub-customer?
- A. Bill the sub-customer separately only, combined billing with the parent is not supported
- B. Choose to bill with the parent customer or bill the sub-customer separately
- C. Bill only the parent, sub-customer transactions automatically roll up
- D. Sub-customers cannot have transactions of their own
Correct, when creating a sub-customer, the user checks the Is sub-customer box, selects a parent, and chooses whether to bill with the parent or the sub-customer separately.
According to the Student Guide, how many levels deep can sub-customers be nested in QuickBooks Online (counting the parent level)?
- A. 3 levels
- B. 4 levels
- C. 5 levels
- D. Unlimited levels
Correct, the Student Guide states sub-customers can go up to 5 levels deep including the parent customer (so a parent, sub, sub-sub, sub-sub-sub, sub-sub-sub-sub).
On the Chart of Accounts, sub-accounts can be created beneath parent accounts to provide additional detail in financial reporting. According to the Student Guide, how many levels deep can sub-accounts be nested?
- A. Unlimited levels deep
- B. 3 levels deep
- C. 4 levels deep
- D. 5 levels including the parent account
Correct, the Student Guide states sub-accounts can go up to 5 levels deep, including the parent account.
After merging two duplicate customer names in QuickBooks Online, a bookkeeper checks the Customer List and is unsure what happened to the eliminated name and its transactions. According to the Student Guide, what actually happens when two list names are merged?
- A. The eliminated name and all of its transactions are permanently deleted from the system
- B. The eliminated name remains active in the Customer List with its transactions intact, separate from the surviving name
- C. The eliminated name is made inactive (not deleted), and all of its transactions are reassigned to the surviving name
- D. The eliminated name remains active but its transactions are moved to an Unassigned holding category
Correct, per the Student Guide, the merged (eliminated) name is made inactive (not deleted), and all transactions assigned to it are reassigned to the surviving name.
A controller deletes an old vendor from the Vendor List but later runs a report covering a prior period. The old vendor still appears on the report. According to the Student Guide, why is this the expected behavior?
- A. The vendor was not actually deleted, the controller must delete it again
- B. Reports in QuickBooks Online cache deleted names for 90 days before they disappear
- C. The vendor was reactivated automatically when the report was generated
- D. A deleted list name still appears on reports if it was used in a transaction during the report's reporting period, names are made inactive on deletion, not erased from history
Correct, the Student Guide states deleted list names are not actually erased; they are made inactive. Any transactions historically using the name still display the name in reports covering that period.
A bookkeeper exploring the All Lists screen on a QuickBooks Online Plus subscription notices that one specific list type is not available, but is available in QuickBooks Online Advanced. According to the Student Guide, which list type is exclusive to QuickBooks Online Advanced?
- A. Recurring Transactions (a list type, not a product/service type)
- B. Locations
- C. Classes
- D. Custom Fields
Correct, the Student Guide lists Custom Fields as a list type that is only in QuickBooks Online Advanced; Plus and lower do not have a separate Custom Fields list (though Plus and lower can still create up to 3 custom sales-form fields).
Key Terms in This Domain
- Customer & vendor lists: Import via CSV or batch entry; required fields: name, email; optional: payment terms, tax-exempt status, default income account
- Products and services list: Three types: Service (no inventory), Non-inventory (track but no qty), Inventory (Plus/Advanced only, FIFO valuation)
- Customer statements: Three types: Balance Forward, Open Item, Transaction Statement; emailed/printed to remind customers of A/R balance
- Automated Sales Tax (AST): Current QBO sales-tax engine; uses customer ship-to address + product tax category to compute correct rate
- Customer reports: A/R Aging, Open Invoices, Customer Balance Detail, Sales by Customer Summary
- Inventory item creation (Plus/Advanced): Track quantity-on-hand, reorder point, sales price, cost; QBO uses FIFO valuation
- COGS workflow: When inventory item sold, QBO debits COGS (FIFO cost layer) and credits Inventory Asset; income recognized on the sales side
- Reorder points: Set per item; flagged on the Products & Services list with a low-inventory warning
- QuickBooks Online Accountant (QBOA): Free firm portal; lists all client companies; one click to switch into client books; firm-side users distinct from client users
- Subscription tier selection: Match the client to Simple Start (single user, no inventory), Essentials (3 users + bills), Plus (5 users + inventory + classes/locations), or Advanced (25 users + workflows + custom roles)
Link to this quiz
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Other QuickBooks ProAdvisor Domains
- 1.0 QBO Setup & Subscriptions
- 2.0 Navigation & Settings
- 4.0 Chart of Accounts & Products/Services
- 5.0 Customers & Sales Transactions
- 6.0 Vendors & Purchase Transactions
- 7.0 Banking, Feeds & Reconciliation
- 8.0 Reports
- 9.0 Payroll
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