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    Pro Advisor Section 2

    Uploaded by

    ENID
    The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Pro Advisor Section 2

    Uploaded by

    ENID
    731 views1 page
    The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

    Original Description:

    For Certification

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    © © All Rights Reserved

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    The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    731 views1 page

    Pro Advisor Section 2

    Uploaded by

    ENID
    The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    ProAdvisor

    Benefits Training
    Accountant, where can you view apps

    that are connected to a client’s
    QuickBooks Online?

    Your answer:
    Apps > Client apps

    Q10 Where should he navigate to make this Edit answer


    change?

    Your answer:
    Gear > Custom form styles

    Q11 From here, how can you access and Edit answer
    create custom fields in QuickBooks
    Online?

    Your answer:
    Gear icon > Custom fields

    Q12 Where can you see the number of tags Edit answer
    and tag groups created?

    Your answer:
    Transactions > Tags

    Q13 In which account would you expect to Edit answer


    see payments received but not yet
    deposited?

    Your answer:
    Undeposited Funds/Payments to
    deposit

    Q14 What should you do to streamline the Edit answer


    purchasing process once the customer 
    i ?

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