1. What steps do you take to view customer information?
Click Sales, then click Customers.
2. What steps do you take to view detail transactions related to a particular customer?
Open the customer window and start by clicking on the Navigation bar. From there, select the specific customer name you wish to view.
3. What steps do you take to view a specific bill from a specific vendor?
Open the Expense window from Navigation bar, click Vendors, click a specific
vendor name, and click a specific bill.
4. What steps do you take to view a specific employee’s information?
Open the Payroll window from Navigation bar, click Employees, and then click Edit next to a specific employee.
5. How are bank deposits, which have not been recorded in QBO, classified?
Bank deposits that have not been recorded in QuickBooks Online are temporarily classified as Uncategorized Income.
6. How are bank charges, which have not been recorded in QBO, classified?
Bank charges that have not been recorded in QBO are temporarily classified as Uncategorized Expense.
7. Opening the sales transaction section of QBO will provide a listing
of _____.
Recent sales invoices and payments.
