QuickBooks Online -Creating Bundles, Managing Users & Tracking Time

Question 1

What subscription is required to use time tracking features in QuickBooks Online?

Answer 1

Essentials Subscriptions

Question 2

What subscriptions can you bundle 2+ items?

Answer 2

Essentials, Plus & Advanced Subscriptions

Question 3

Define: Bundle

Answer 3

A collection of products or services that a customer buys from you in a single transaction.

Question 4

Bundles are also known as?

Answer 4

Group items

Question 5

How do you create a bundle? (Step by Step)

Answer 5

1- settings -> products & services
2- click the new button to display the products & services in task pane
3- provided name of bundle & description
4- upload picture of the items
5- click display bundle
6- use the table at the bottom of the task pane to ID products & services quantities.
7- save & close

Question 6

QuickBooks Online has 4 user levels. Please list those 4.

Answer 6

1- Standard
2- Accountant
3- Time tracking
4- View company reports

Question 7

Please explain the access for Standard?

Answer 7

Each standard user is assigned a role that determines their level of access to your accounting records. I discuss the roles you can assign to each user later in this section.

Question 8

Please explain the access for Accountants?

Answer 8

Companies are allowed one or two accountant users. The number each company can have depends on the subscription level. Accountant users have full access to almost every aspect of your company by way of the QuickBooks Online Accountant platform.

Question 9

Please explain the access for Time Tracking

Answer 9

Essentials, Plus, and Advanced companies can have unlimited time tracking users who have access only to time-related features (or QuickBooks Time, if available).

Question 10

Please explain the access for View Company Reports

Answer 10

Plus and Advanced companies are allowed unlimited View Company Reports users who can view all reports in your company except for those that show payroll or time-tracking contact information.

Question 11

What subscription can use Time Tracking?

Answer 11

Essentials, Plus, and Advanced

Question 12

What subscription can not use Time Tracking?

Answer 12

Simple Start

Question 13

Simple start subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?

Answer 13

Standard user limit: 1
Accountant user limit:1
Time tracking user limit:none
View company reports user limits:none

Question 14

Essentials subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?

Answer 14

Standard user limit: 3
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: none

Question 15

Plus subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?

Answer 15

Standard user limit: 5
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: unlimited

Question 16

Advanced subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?

Answer 16

Standard user limit: 25
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: unlimited

Question 17

What features does the Sales area of quick books cover? Please list all 8.

Answer 17

1-invoices
2-estimates
3-sales receipts
4-receive payments
5-credit memo
6-refund receipts
7-delayed credit
8-delayed charges

Question 18

What features does the expense area of quick books cover? Please list all 4.

Answer 18

1- bills
2- checks
3- bill payments
4-print checks

Question 19

What feature does the product & services area of quick books cover?

Answer 19

product & services area

Question 20

What features does the lists area of quick books cover? Please list all 4.

Answer 20

1- employees
2-vendors
3- customers
4- currencies

Question 21

What features does the Bookkeeping area of quick books cover? Please list all 6.

Answer 21

1- Bank deposit
2- Transfer
3- Bank transactions
4-Tags
5- Rules
6- Receipts

Question 22

What features does the accounting area of quick books cover? Please list all 4.

Answer 22

1- chart of accounts
2- register
3- reconciliation
4- journal entries

Question 23

What features does the reports area of quick books cover? Please list all 5.

Answer 23

1- payroll reports
2- sales reports
3- expense reports
4- management reports
5- customer reports

Question 24

What feature does the time tracking area of quick books cover?

Answer 24

Time tracking

Question 25

What features does the accounts management area of quick books cover? Please list all 3.

Answer 25

1- access subscription
2-manage users
3- company info

Question 26

What feature does the payroll area of quick books cover? Please list all 3

Answer 26

1-payroll
2- workers compensation
3- benefits

Question 27

How do you manage users? Step By Step

Answer 27

1- add user
2- fill in the name first & last & email field
3- choose role
4- add additional permissions if needed
5- send invitation

Question 28

How do you edit a user? Step by step

Answer 28

1- choose user form list
2- update or modify whatever you need.
3- save & close

Question 29

How do you delete a user? Step by Step

Answer 29

1- select user
2-scroll to the bottom & click delete
3- the user reappears

Question 30

How do you reassign the primary admin role? Step by step

Answer 30

1- log in as the primary user
2- settings-> manage users
3- confirm you want to designate as the primary admin
4- click the arrow in the action column to make __ user the primary user.