Pro Advisor Section 1

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ProAdvisor

Benefits Training
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Q1 Which 4 sections of the Overview Edit answer


screen can help you perform a high-
level review of their books?

Your answer:
Banking Activity
Company Setup
Common Issues
Transaction Volume

Q2 What is the minimum QuickBooks Edit answer


Online version suitable for Brian's
client?

Your answer:
QuickBooks Online Plus

Q3 Which 3 of these areas does the New Edit answer


Client Checklist tool focus on to help
gather the information needed to
select the right QuickBooks Online
subscription for a client?

Your answer:
Needs Assessment
QuickBooks Features and Solutions
Client Profile

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