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Pro Advisor Section 2

The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

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ENID
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1K views1 page

Pro Advisor Section 2

The document provides instructions for an accountant to view apps connected to a client's QuickBooks Online account by going to the "Apps" section. It also outlines how to navigate to the "Gear" icon to edit custom form styles, access and create custom fields, see the number of tags and tag groups created under the "Transactions" and "Tags" sections, and find payments received but not deposited in the "Undeposited Funds/Payments to deposit" account. The document provides answers to questions about navigating and finding information within QuickBooks Online.

Uploaded by

ENID
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ProAdvisor

Benefits Training
Accountant, where can you view apps

that are connected to a client’s
QuickBooks Online?

Your answer:
Apps > Client apps

Q10 Where should he navigate to make this Edit answer


change?

Your answer:
Gear > Custom form styles

Q11 From here, how can you access and Edit answer
create custom fields in QuickBooks
Online?

Your answer:
Gear icon > Custom fields

Q12 Where can you see the number of tags Edit answer
and tag groups created?

Your answer:
Transactions > Tags

Q13 In which account would you expect to Edit answer


see payments received but not yet
deposited?

Your answer:
Undeposited Funds/Payments to
deposit

Q14 What should you do to streamline the Edit answer


purchasing process once the customer 
i ?

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