4. Accountant Certification - Account Setup

Question 1

Q: How do you add Users and Roles within a Client account?

Answer 1

A: Click settings, find Permissions, and select either Users or Roles

Question 2

Q: From the Overview page, which series of items are required to set up a company profile? A. Owner’s Name, Company Logo, Access B. Company Name, Owner, Billing Address C. Company Address, Tax ID, and Time Zone D. Company Name, Address, and Phone Number

Answer 2

A: D is correct - Company Name, Address, and Phone Number