2.0 Navigation & Settings QuickBooks ProAdvisor Practice Quiz

24 exam-style questions covering 12% 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

The gear icon located in the upper right-hand corner of QuickBooks Online provides access to key management areas of the software. It is organized into four named sections for easy navigation. Which of the following correctly lists the four sections found under the QBO gear icon?
  • A. Your Company, Lists, Tools, and Profile
  • B. Company Settings, User Management, Reports, and Tools
  • C. Dashboard, Banking, Sales, and Accounting
  • D. Account and Settings, Chart of Accounts, Payroll, and Help

The gear icon contains exactly four sections: Your Company, Lists, Tools, and Profile, as described in the Student Guide.

To access QuickBooks Online from any device, users must navigate to the correct web address and enter their credentials. The Student Guide specifies the URL used to reach the QBO login page. Which URL is used to log in to QuickBooks Online?
  • A. quickbooks.intuit.com/online
  • B. qbo.intuit.com
  • C. login.quickbooks.com
  • D. intuit.com/quickbooks/login

The Student Guide states that users access QuickBooks Online by going to qbo.intuit.com and entering their user ID and password.

A business owner wants to add their company logo to all customer-facing forms, change the font color on invoices, and set a default payment method for sales. These customizations are managed in a specific section of Account and Settings. Which Account and Settings section controls the look, feel, and default content of sales forms?
  • A. Company
  • B. Advanced
  • C. Sales
  • D. Expenses

The Sales section of Account and Settings controls sales form customization, including templates, logos, colors, fonts, and default content.

A QBO Plus subscriber wants to check how close they are to the maximum number of allowed chart of accounts entries and how many of their five company user seats are currently filled. This information is available in a specific section within Account and Settings. What does the Usage section of Account and Settings display?
  • A. It shows the company's bank account balances compared to the same period last year
  • B. It shows all active and inactive users along with their last login timestamps
  • C. It shows the total number of transactions entered during the current fiscal year
  • D. It shows how much of the subscription's usage limits are currently consumed, such as billable users and chart of accounts entries

The Student Guide states that the Usage section tells you how much of your subscription's usage limits you are consuming, including billable users, Chart of Accounts, Classes, and Locations.

An investor in a small business needs to view financial reports from the company's QuickBooks Online file without being able to edit any transactions or see payroll data. The bookkeeper explains that a specific user type was designed exactly for this purpose. Which QBO user type logs into a special version of QBO giving access to almost all reports except payroll and list reports that contain contact information?
  • A. Reports Only
  • B. Standard user with view-only permission selected
  • C. Time Tracking Only
  • D. Read-Only Admin

The Reports Only user type logs into a special QBO version with access to almost all reports except payroll and list reports with contact info, and is available in Plus and Advanced.

A tax preparer asks their client to configure QuickBooks Online so that all reports display using the cash basis of accounting by default rather than accrual. The client needs to locate the correct setting within Account and Settings. In which section of Account and Settings is the default accounting method for reports selected?
  • A. In Account and Settings, under the Advanced tab in the Accounting subsection
  • B. In Account and Settings, under the Sales tab in the Messages subsection
  • C. In the Reports Center, under the Customize report toolbar for each report individually
  • D. In Account and Settings, under the Company tab in the tax form type field

The Student Guide identifies 'Select your default accounting method for reports (accrual or cash)' as a setting found in the Advanced section of Account and Settings.

A business using QBO Plus wants to add custom fields to their sales forms to capture additional customer information such as a project code or purchase order reference number. They need to know how many custom fields their subscription allows on sales forms. How many custom fields can be added to sales forms in QBO Plus?
  • A. Up to five custom fields
  • B. Up to three custom fields
  • C. Up to ten custom fields
  • D. Up to twelve custom fields

The Student Guide states that QBO subscriptions up to Plus allow up to three custom fields for sales forms.

During a Manage Users training session, a bookkeeper asks about the difference between a Company Admin and a Standard user in QuickBooks Online. The trainer explains that the two types have meaningfully different levels of system access. What is the key distinction between a Company Admin and a Standard user in QBO?
  • A. A Company Admin can only manage payroll and settings, while a Standard user has unrestricted access to all transaction areas
  • B. A Standard user has access to all QBO areas except the Chart of Accounts, while a Company Admin has no restrictions
  • C. A Company Admin has full access to all areas and subscribed services including payroll, while a Standard user's access to customers, vendors, and admin rights is configured by the owner
  • D. A Standard user can add and remove other users but cannot access payroll, while a Company Admin cannot perform user management

The Student Guide states that a Company Admin has access to all areas including settings and all subscribed services including payroll, while Standard user access is configured during setup.

Key Terms in This Domain

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