⟩ When you send a QuickBooks report to Excel, which feature allows you to have a drop-down list for each column to allow filtering? a. Advanced Collapse b. Auto Outline c. Advanced Expand d. Auto Filter
d. Auto Filter
d. Auto Filter
You need to enter the same transaction each month (for example, an insurance payment). How can you automate this process in QuickBooks? a. While the transaction is on the screen, choose Edit > Memorize check (or the name of the transaction). b. Choose File > Automate Transactions and use the wizard to set up the automated checks or other transactions. c. From Preferences, choose General and click Set Up Automated Transactions. d. While the transaction is on the screen, click the Recur button.
Suppose you have to track a specific piece of information about your customers that QuickBooks does NOT track. What is the best way to do this? a. Export the customer list to Excel, add the information there, and re-import the list. b. Use the Notes feature for each customer. c. Edit a customer and click the "Additional Info" tab. Click Define Fields to create a Custom Field to track anything you want. d. You can't create new fields or rename fields in QuickBooks.
You've customized an invoice and are ready to use it. But when you open the invoice, QuickBooks displays the default Intuit Invoice. How do you change it? a. Choose Lists > Templates and delete the default invoice from the list of templates. b. On the invoice, click the Template drop-down arrow and select your customized invoice. c. Choose Edit > Preferences and select the Sales and Customers Preferences. Under the Company Tab, click "Set default invoice to use." d. Choose Lists > Templates and double-click your customized Invoice. Select "Use as default" in the top left of the window. You can also do this step when you customize the invoice.
How do you set up multiple users in QuickBooks Pro or Premier? a. Choose Company > Set Up Users and Passwords > Set Up Users. b. Choose Edit > Preferences and select the Authorized Users Preferences c. You can't set up multiple users in QuickBooks Pro or Premier but only in QuickBooks Enterprise Solutions and QuickBooks Online. d. During the loading screen when you install QuickBooks on that user's machine.
You notice that when you print an invoice, the information in a field is cut off (that is, it doesn't fit). How can you fix this? a. Use the Layout Designer to make the field wider. b. Use a different Invoice template. c. This can't happen in QuickBooks, as field sizes are automatically adjusted to fit whatever you type. d. Send the invoice to Word and use that form instead.
You don't like how a form (for example, an invoice) looks when you print it. How can you change it? a. Export the form to Word and edit it there b. Save it as a PDF and use PDF editing software c. Export the form to Excel and edit it there d. Click Customize at the top of the form
How do you customize QuickBooks by changing the color scheme and adding or removing icons from the Home page? a. You cannot change the color scheme of QuickBooks. b. Click Change the look of QuickBooks on the Home page. c. Right-click on an icon on the Home page to remove it or replace it. Right-click on the Home page in a blank space to change the color scheme. d. Choose Edit > Preferences > Desktop View.
Suppose you customized an invoice in QuickBooks. You really like how it looks and want your estimates to look similar. How do you do this? a. You cannot duplicate the look and feel of one form to another in QuickBooks. b. Choose Lists > Templates. Select the form you want to duplicate. Then click the Templates button and select Duplicate. Then select the type of template you want to create with the same look, in this case, estimate. c. Choose Customers > Create Estimate > Duplicate form. You then select the type of template you want to duplicate, in this case, estimate. d. Open the customized invoice and click the Duplicate button. You then select the type of template you want to duplicate, in this case, estimate.
Which of these functions can only be performed by the Administrator? a. Merge entries on lists b. Add new users and change their access privileges c. Memorize custom reports d. Back up the data file
You notice that multiple accounts should actually be subaccounts. How can you quickly make these accounts subaccounts of another account? a. Click on the diamond to the left of the account, drag it below the appropriate parent account, and release the mouse button. Then click on the diamond again, drag it to the right, and release the mouse button. b. Click on an account to select it. Then click the Lists menu and select Chart of Accounts > Make subaccount. c. You must click Subaccount of when you set up the new account. If you fail to mark the account as a subaccount during setup, you cannot make it a subaccount at a later time. d. To make a subaccount, right-click on the account and choose Make subaccount.