Q1 What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks..

Q1 What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? Your answer: You can keep all client contact info, notes and documents in one place You can access all your ProConnect Tax Online clients from the same dashboard You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines Q2 What are the 3 levels
Q1 What are 3 benefits of adding non-QuickBooks Online clients to your Client List in QuickBooks Online Accountant? Your answer: You can keep all client contact info, notes and documents in one place You can access all your ProConnect Tax Online clients from the same dashboard You can create projects and tasks for non-QuickBooks Online clients in the Work tab to stay on top of important client deadlines Q2 What are the 3 levels of access that can be granted to Team users of QuickBooks Online Accountant? Your answer: Full access Basic access Custom access Q3 Which 3 of these statements are correct when creating a client request in QuickBooks Online Accountant? Your answer: You can add attachments by selecting the + Add document link The request appears in the client's QuickBooks Online company in My Accountant If you wish to notify your client of your request with a QuickBooks Online generated email, select Notify client Q4 How do you change the status of a task? Your answer: Use the drop-down on the task tile Q5 If you want to add a new team member to Your Practice, what types of user permissions can be set up? Your answer: Basic, Custom and Full access Q6 What is the first step you will need to take? Your answer: Remove them from Wholesale Billing Edit answer

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