Section 5

Where did I go wrong?

You're close. You might want to review the suggested lessons before you try the exam
again. Select each topic to be taken directly to the lesson.

 Managing client subscriptions

o Managing client subscriptions in QuickBooks Online Accountant
 Using the Books review center
o Using the Books review center at period end
 Key tasks for year end
o The key tasks involved in preparing a client’s books for year- or period end in
QuickBooks Online
o

Section 4

Where did I go wrong?

You're close. You might want to review the suggested lessons before you try the exam
again. Select each topic to be taken directly to the lesson.

 Creating bank rules

o Creating bank rules in QuickBooks Online
 Using bank rules
o Using bank rules in QuickBooks Online
 Correcting beginning balances for reconciliations
o Identifying and resolving issues with beginning balances when reconciling
accounts
 Basic reporting options
o Running basic report types in QuickBooks Online
o

Section 2

Where did I go wrong?

You're close. You might want to review the suggested lessons before you try the exam
again. Select each topic to be taken directly to the lesson.
 Adding and managing users
o Assigning and managing user permission settings in QuickBooks Online
 Adding apps
o Selecting, adding, and managing apps in QuickBooks Online
 Customizing sales forms
o Customizing sales forms in QuickBooks Online
 Managing bank feed connections
o Managing bank feed connections in QuickBooks Online
 Recording undeposited funds
o Recording undeposited fund transactions in QuickBooks Online
 Basic sales tax setup
o Basic sales tax setup and application in QuickBooks Online
 Working with estimates and purchase orders
o Converting estimates to purchase orders and invoices in QuickBooks Online