List Management Flashcards
Which of the following is NOT true regarding merging entries in lists?
QuickBooks allows you to merge an expense account with an income account
At your new job, you inherit a QuickBooks company that has a lot of duplicates on lists (e.g. the same customer or account entered twice, but with slightly different spelling). To clean this up, you decide to merge redundant list entries. Which is TRUE?
You can only merge names that are on the same list
You’ve just been hired as a bookkeeper and the company’s QuickBooks is a mess. There are many list entries that are duplicates. You decide to merge list entries to clean up the lists. Which is TRUE?
You can only merge names from the same Type
You have two customers with the same name. How do you handle this in QuickBooks?
Use a middle initial or other letter in the Display name to make one name different from the other.
Your customer Donna Comeback has gone out of business and you will never sell to her again. Put the steps for removing her from the customer list in the correct order
- Mouseover Sales/Invoices and click Customers, 2.Click the Action drop-down arrow to the right of the customer’s name 3. Click Make Inactive
Your employer asks you to remove a product you no longer sell. How do you do this?
Mouseover Sales/Invoices, then click Products and Services to open the list. Click the drop down list to the right of the product you want to remove, and select Make inactive.
Which of the following transaction types will QuickBooks enter for you?
If you deactivated a customer, vendor, or account that had an open balance, QuickBooks will create an adjusting entry
Which of the following is NOT a list in QuickBooks Online?
Other Names
Which of the following IS a list in QuickBooks Online?
Chart of Accounts
Which statement is TRUE?
You CAN enter a Sales Receipt if the Customer field is empty.
Sally the Supplier and Van the Vendor want to buy something from you. What list should you add them to in QuickBooks?
Customer
