QuickBooks Online Invoice Customization Quiz

What is the first step in creating an invoice in QuickBooks Online?

• Click the 'New' button and select 'Invoice'

• Update your company information

• Add a new customer

• Set the invoice terms

What is the only required field when adding a new customer?

• Customer's email

• Customer's address

• Customer's phone number

• Customer display name

Which item type should you select if you want to track inventory in QuickBooks?

• Service

• Non-inventory item

• Inventory item

• Digital product

What should you do to accept digital payments on your invoice?

• Add a payment note

• Attach a PDF version of the invoice

• Click the 'Activate Payments' button

• Include a thank you note

Which template offers more customization options in QuickBooks Online?

• Modern template

• Basic template

• Classic template

• Standard template

What can you do in the 'Invoice Content' section of customization?

• Change the invoice number

• Add a product image

• Set up sales tax

• Include a thank you note

How can you summarize the invoice details in the email design?

• By changing the subject line

• By adding a custom message

• By attaching a PDF

• By clicking 'Summarize Details'

What feature allows you to create an invoice using a PDF or text?

• AI-assisted reminders

• Custom templates

• Automated reminders

• Intuit Assist

How many automatic reminders can you set up in QuickBooks?

• Two

• Four

• One

• Three

What does the AI-assisted invoice reminder help you with?

• Creating new invoices

• Designing a message to nudge payment

• Setting up sales tax

• Customizing invoice templates