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Review Answers: Proadvisor
Review Answers: Proadvisor
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Your answer:
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Q2 From here, which 3 methods can you use to create Customer Edit answer
statements?
Your answer:
To create a statement for one customer, open the
Customer details screen, then select Statement from
New transaction dropdown
To create a statement for multiple customers, select
each checkbox on the left, then select Create
statements from the batch actions dropdown
To create a statement for one customer, open the
dropdown in the Action column and select Create
statement
Your answer:
Sales > All Sales > New Transaction > Credit Memo
+New > Credit memo
Q4 What are 2 ways to access the vendor credit screen in Edit answer
QuickBooks Online?
Your answer:
+ New > Vendor credit
Expenses center > New Transaction > Vendor Credit
Q5 In which 3 cases would you use the Add funds to this Edit answer
deposit grid in a bank deposit?
Your answer:
When an employee reimburses the company
When you need to record an ACH payment of a
customer invoice
If you receive a tax refund from the IRS
Q6 What are the 3 ways to capture bills and receipts so that they Edit answer
can be matched to transactions and added to the bank
feed?
Your answer:
Uploading via the mobile app
Forwarding by email
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