Quiz 2: Page 2 #14-26

Click this icon to create any new transactions, no matter where you are in QuickBooks.

• Navigation Bar

• Search Icon (Magnifying Glass)

• Plus Icon (Global Create)

• Gear Icon (settings)

Click a menu item here to see information and transactions within a specific area or on a specific page. You can also create new transactions, customers, and vendors.

• Plus Icon (Global Create)

• Navigation Bar

• Gear Icon (Settings)

• Search Icon (Magnifying Glass)

Select the 2 steps for required for customizing an invoice:

• Select Custom Form from Styles

• Click the Global Create Icon

• Click the Gear Icon

• Select Account Settings

Select the 2 steps for entering a vendor credit and using it when you pay the bill

• Click the Settings Icon, Gear, and select Account Settings

• Click the Global Create button, Plus Sign, and select Vendor Credit.

• Click the Global Create button, Plus Sign, and select Pay Bills

• Click the Global Create button, Plus Sign, and select Check

Click this icon to change Account Settings, access all your lists, and use tools such as reconciling, budgeting etc. You can also add users from this area.

• Gear Icon

• Plus Sign

• Navigation Bar

• Search Icon

Select the statement that is NOT true about using the QuickBooks app on a mobile device.

• You can NOT use an app to view QuickBooks

• There is a mobile app for Android and IOS phones

• You can do Everything (all QuickBooks functionality) on the app that you can do in your regular QuickBooks (using a computer and browser)

• Your phone's camera and GPS will work with the QuickBooks app.

Select the statement that IS TRUE about the Apps tab in QuickBooks.

• Use the Apps tab to find an app designed for functions within QuickBooks so you don't have to enter data twice

• Use the Apps tab to look at Facebook and other social media sites

• The apps tab connect to tutorials about how to use QuckBooks

Select the statement that's true about using the QuickBooks app on a mobile device.

• There is a QuickBooks app for Android and Apple (IOS) devices

• You CAN NOT perform all the functions of QuickBooks on the mobile app.

• The mobile app uses built in functionality of your device (camera to take pics of receipts)

• All of the statements are true.

Sub-customers can make tracking jobs/projects or locations for a particular customer easy. Once of your customers just called to request work on their new location. How do you keep track of this in QuickBooks?

• Create a New Customer and but the word Sub at the end of the customer name.

• Create a New Customer and check the option "Is sub-customer"

• You cannot create a sub-customer in QuickBooks

To speed up the set up process you can import certain lists into QuickBooks. Which of the following CAN be imported? Select all that apply

• Chart of Accounts

• Products and Services

• Customers

• Vendors