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Training https://app.qbo.intuit.

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Benefits Training

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Q1 Which statement type should she choose? Edit answer

Your answer:
Open Item

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

Q3 What are 2 ways to start a Credit memo in QuickBooks Edit answer


Online?

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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