# QBO Skills: Accounting foundations & the QBO interface

Original scenario questions with answers and explanations, from Questiva Consultants' open
skills assessments. Version 2, authored 2026-08-23.
Take it interactively: https://www.questivaconsultants.com/quickbooks-skills-test
## Accounting foundations & the QBO interface (chapter 1 of QuickBooks Online Step-by-Step)

### Q1. A client's Balance Sheet shows total equity $12,000 lower than a year ago. The owner insists no draws or distributions were taken. Which explanation fits the accounting equation?

- **✓ a) A net loss: expenses exceeded revenues, so the year's Net Income closed into equity as a negative.**
- b) A $12,000 loan was paid off during the year, which reduces equity by exactly the amount that was repaid to the bank.
- c) Equipment worth $12,000 was bought with cash, moving that value out of equity and into fixed assets.
- d) Receivables of $12,000 were collected, which lowers equity until those customers are invoiced again.

> Income and expenses reach the Balance Sheet through Net Income, an equity account, so a loss decreases equity. Paying a loan trades an asset for a liability, buying equipment trades one asset for another, and collecting a receivable swaps A/R for cash — none of those touch equity. (Chapter 1 · Accounting 101)

### Q2. A customer pays a $500 open invoice and the money is deposited into Checking. On the Transaction Journal, which debit-and-credit pair is correct for the payment?

- **✓ a) Debit Checking 500 / Credit Accounts Receivable 500**
- b) Debit Accounts Receivable 500 / Credit Checking 500
- c) Debit Checking 500 / Credit Sales 500
- d) Debit Sales 500 / Credit Accounts Receivable 500

> Checking is an asset, increased by a debit; Accounts Receivable is an asset being reduced, so it takes the credit. Sales was already credited when the invoice was created — crediting it again on the payment would count the income twice. (Chapter 1 · Double-Entry Accounting, Table 1-1)

### Q3. You invoiced a client $2,000 on March 28 and they paid on April 10. The owner runs two March Profit and Loss reports, one accrual basis and one cash basis, and asks why only one shows the $2,000. What do you tell them?

- a) The invoice was dated wrong; re-date it to April 10 so the two reports agree, then re-run the March reports.
- **✓ b) The accrual report recognizes the invoice when billed in March; the cash report counts it when paid in April. Each is right for its basis.**
- c) Cash-basis reports leave invoices out entirely, so this sale should have been entered as a sales receipt dated March 28 instead.
- d) The cash report is simply missing the deposit; it will match the accrual report once the April payment is received and reconciled.

> Accrual recognizes revenue when the activity occurs; the cash basis waits for cash to change hands. QBO records the invoice once and lets you report either way — there is nothing to fix. Re-dating the invoice or swapping it for a sales receipt would falsify when the work was billed. (Chapter 1 · Accounting Basis: Cash or Accrual?)

### Q4. A new bookkeeper records each vendor purchase as a journal entry (debit the expense, credit Accounts Payable) instead of using the Bill form, saying the Profit and Loss comes out the same. What does the company lose?

- a) Nothing on the reports, but every journal entry has to be renumbered by hand at month end so the sequence stays intact.
- b) The expense lands in the wrong period until each journal entry is reversed and re-entered on the bill's due date.
- **✓ c) The vendor's balance, due date and terms are never captured, so A/P reports and Pay Bills can't manage what is owed.**
- d) The debits and credits won't balance, so QuickBooks Online rejects the entries when the month is closed and locked.

> Forms give QBO the business details behind the debits and credits. A Bill tracks the vendor, due date and terms and feeds the Accounts Payable workflow; a journal entry records only the ledger effect, so the management information is gone. If a form exists for the task, use the form. (Chapter 1 · The Create Button for Forms)

### Q5. An inventory item, Rock Fountain, is set up with an Inventory Asset account, an Income account and a Cost of Goods Sold account. When one is sold on an invoice, what does QuickBooks Online post?

- a) Credit the Income account for the sale price only; the cost is recorded later, when the vendor's bill for the item is paid.
- b) Debit Inventory Asset for the sale price and credit Cost of Goods Sold for the item's original purchase cost.
- c) Credit Inventory Asset for the sale price and debit the Income account for the item's original purchase cost.
- **✓ d) Credit the Income account for the sale price, and move the item's cost from Inventory Asset into Cost of Goods Sold.**

> Selling an inventory item does two things at once: the sale price credits income, and the original cost leaves Inventory Asset (credit) for Cost of Goods Sold (debit). That cost went into Inventory Asset when the item was bought, not when the bill was paid. (Chapter 1 · Products and Services, Accounting Behind the Scenes)

### Q6. You printed and mailed check 1187 to a vendor on May 2. On May 4 the vendor calls: they would rather be paid by credit card and will shred the check. The period is still open. What should you do with check 1187 in QuickBooks Online?

- **✓ a) Void it, so the check number and a zero-amount record survive in the file and the Audit Log.**
- b) Delete it, since the vendor will never cash it and the accounting period is still open for changes.
- c) Edit the amount to $0.01 so the check keeps its number without really affecting the bank balance.
- d) Leave it as it is and enter a bank deposit for the same amount so the two transactions offset.

> A printed check is business activity: void it so the numbering sequence stays intact and the zeroed record survives in the Audit Log. Deleting is for internal, current-period true errors such as a check that was never printed. Editing the amount or offsetting it with a deposit leaves the books telling a false story. (Chapter 1 · Voiding and Deleting Transactions)

### Q7. In July you find a $300 expense dated last November coded to Office Supplies that should have been Advertising. Last year's financial statements were issued and the tax return has been filed. What is the right fix?

- a) Edit the November transaction directly — QuickBooks Online lets you change any transaction at any time, closed or not.
- b) Delete the November transaction and re-enter it with today's date and the correct account, Advertising.
- c) Void it, then re-enter it in November against Advertising so that last year's reports come out right.
- **✓ d) Leave the November transaction alone and record a compensating correction dated in the current period.**

> Last year is a closed accounting period: statements were issued and taxes filed. Changing anything dated there puts the file out of step with those documents. Record the correction in the current period instead — and set a Closing Date so nobody edits the past by accident. (Chapter 1 · Entering Transactions, Closed Accounting Period)

### Q8. It is February. The owner compares this year's Balance Sheet with last December's and asks why the Net Income line disappeared while Retained Earnings grew by the same amount. What happened?

- a) Someone posted a journal entry moving last year's profit into Retained Earnings; it should be found and reversed.
- **✓ b) At year end, income and expense accounts reset to zero and the year's Net Income rolls into equity as Retained Earnings.**
- c) The report is on cash basis; switch it to accrual basis and last year's Net Income line will come back onto it.
- d) The First Month of Fiscal Year setting is wrong, so the Profit and Loss totals are being hidden from the Balance Sheet report.

> Income and expense accounts track one year at a time. At the fiscal year end their balances reset to zero and the year's Net Income (or loss) becomes part of the owner's equity — QuickBooks Online carries it in Retained Earnings, one of the equity accounts every file has. Nothing was posted by hand and nothing needs reversing. (Chapter 1 · Account Types and Financial Reports)

### Q9. A client moving from QuickBooks Desktop asks you to schedule weekly backups of their new QuickBooks Online file, the way they always did. What does the textbook recommend?

- a) Weekly backups are still required; export the whole file to Excel every Friday afternoon and store the export somewhere offline.
- b) Backups are never possible in QuickBooks Online because Intuit owns the data, so the question simply doesn't apply.
- **✓ c) Routine backups aren't needed — the data lives on Intuit's servers; back up before a big change and as a year-end archive.**
- d) Back up only when you change subscription level, since that is the one time Intuit's servers can lose the file.

> Intuit's redundant servers make traditional data-loss backups unnecessary. A backup still makes sense as a roll-back point before big changes and as a year-end archive that matches the tax return; only QBO Advanced has the tool built in, other versions use a third-party app. (Chapter 1 · Backing Up QBO Files)

### Q10. A new hire records customer payments and vendor checks by typing them straight into the Checking register, saying it is faster than opening a form. What does the book say about this, and where should those transactions start?

- a) The register is fine for payments and checks; only invoices and bills need to go through a form.
- b) Use a journal entry instead of the register, so the debits and credits are written out explicitly.
- c) Registers are read-only in QuickBooks Online, so nothing typed there is actually saved to the file.
- **✓ d) Use the forms behind + Create; the register accepts entries but captures too little information.**

> Registers let you view an account's transactions in one window, and you can enter from them, but the book says not to: a register line carries far less information than the form. Forms such as Receive Payment and Check capture the customer, invoice, vendor and terms that reports and workflows depend on. Registers are not read-only, and a journal entry captures even less. (Chapter 1 · Registers)

### Q11. The owner wants to know which expense categories were biggest this fiscal year and see the transactions behind the largest one — without building a report. What is the quickest route?

- a) Open each expense account's register from the Chart of Accounts and add up the year's columns by hand.
- b) Run the Balance Sheet for the fiscal year and drill into the Expenses section at the bottom of the report.
- **✓ c) On Home, set the Expenses chart to This Fiscal Year and click a segment to open its Transaction Detail by Account report.**
- d) Use the Search bar to list every bill entered this fiscal year and sort the results by amount, largest first.

> Home's charts are interactive: change the date range and click a colored segment to get an instant detail report for that category. Expense accounts don't have registers, and expenses aren't on the Balance Sheet at all. (Chapter 1 · Home)

### Q12. A client owns a landscaping company and a separate rental-property LLC that file separate tax returns. To save money they ask you to keep both sets of books in the one QuickBooks Online company they already pay for. What do you tell them?

- a) Use Locations to separate the two businesses inside the one file; keeping two legal entities apart is exactly what the Locations feature is for.
- **✓ b) Each entity filing its own return needs its own QBO subscription; create both under the same email so one sign-in reaches them.**
- c) Add the LLC as a sub-customer of the landscaper so its income and expenses can be reported separately on customer reports.
- d) Set up a second Chart of Accounts in the same company file, one for each business, and switch between them as needed.

> In QuickBooks Online each company is a distinct subscription with its own cost. Separate tax-filing entities need separate files; creating them under the same email keeps them one click apart at sign-in. Locations and sub-customers segment one company's activity, not two legal entities. (Chapter 1 · Creating New Company Files)

### Q13. Marisol runs a garden-supply shop on QuickBooks Online Essentials. She now carries 400 products and needs the quantity and value of each one tracked, and she wants profit reported job by job on the landscape installations she takes on. Which subscription level should she move to?

- a) Stay on Essentials and add users as she grows; the QuickBooks Online levels differ only in how many user accounts each one allows.
- **✓ b) Plus, the level that introduces inventory tracking, class tracking and job costing.**
- c) Ledger, the accountants-only edition built for importing gross receipts and expenses at tax time.
- d) Intuit Enterprise Suite, because inventory tracking is held back for the mid-market level and its multi-dimensional reports.

> Plus is where inventory, class tracking and job costing appear; Essentials serves growing companies with simple reporting needs. Ledger is a bare-bones accountants-only edition for writeup, and Intuit Enterprise Suite is the mid-market product for multi-company entities, not the level that unlocks inventory. The levels differ by feature set, not by user count alone. (Chapter 1 · QuickBooks Online Versions)

### Q14. Ben keeps the books on a Mac, his client works on a PC, and their CPA reviews the file from another state. The client asks what it will take, in software and IT support, for all three of them to work in the same QuickBooks Online company.

- a) One of them hosts the file with a third-party service, and the other two remote into that server whenever they need access.
- b) Each of the three buys and installs a copy, and the file is passed around so that only one person is editing it at a time.
- **✓ c) Nothing beyond a user account each: QuickBooks Online runs in a web browser, so any of them can sign in from anywhere, Mac or PC.**
- d) The Mac user needs a Windows machine, because the file is created and stored on the computer that first set the company up.

> QuickBooks Online is not installed on a computer. It is reached over the internet through a browser or a mobile app, and every edition supports multiple users, so anyone with a user account signs in from anywhere on a Mac or a PC. There is no hosting service, no per-seat install and no IT maintenance cost. (Chapter 1 · QuickBooks Online vs. QuickBooks Desktop)

### Q15. Corinne's client sells through a webstore and tracks leads in a CRM. Every morning an employee re-types the previous day's orders into QuickBooks Online from a printout, and roughly one order a week is keyed wrong. What does the book point Corinne toward?

- **✓ a) A vetted app from apps.com, or the apps icon in the upper right, that syncs the webstore and CRM data into the file.**
- b) A move to QuickBooks Desktop Enterprise, which was designed to hold e-commerce and customer data inside one program.
- c) Entering the orders as journal entries instead, since a journal entry takes fewer keystrokes than a full sales form does.
- d) Exporting the webstore orders to a spreadsheet nightly and having a second employee proofread the printout before it is keyed.

> Cloud computing is what makes these connections possible: QuickBooks Online integrates with hundreds of third-party apps vetted by Intuit, found at apps.com or through the apps icon in the upper right. Syncing eliminates the redundant data entry the keying errors come from. Desktop cannot do this, journal entries throw the sales detail away, and proofreading still re-types everything. (Chapter 1 · Third-party App Integrations)

### Q16. Ravi is a bookkeeper taking on his sixth client, and he spends the day signing in and out to move between their QuickBooks Online files. He also wants a company file of his own to practice in. What does the book point him to?

- a) One QuickBooks Online Advanced subscription, which is licensed to hold a separate company file for each client at no extra cost.
- b) The Switch Company command on the Settings gear, which moves him between client files and adds a practice company of its own.
- c) A separate Chrome profile per client, which is how a bookkeeper is given a free QuickBooks Online file to learn in.
- **✓ d) A free Intuit Accountant Suite portal, which toggles between client files and includes a QuickBooks Online Advanced file of his own.**

> Intuit Accountant Suite is a free portal for ProAdvisors: client files toggle from the Go To QuickBooks menu at the top left, and it comes with a QuickBooks Online Advanced file, payroll included, for his own company. Switch Company and Chrome profiles move him between files, but neither hands him a file to learn in. (Chapter 1 · Intuit Accountant Suite)

### Q17. Dana set up a Notes Payable account for the shop's $30,000 truck loan and recorded the lender's deposit against it. She then runs a Profit and Loss for the year and cannot find the $30,000 anywhere on the report. Why not?

- a) The Profit and Loss is running on cash basis; switching the report to accrual basis will bring the financed amount onto it.
- **✓ b) Notes Payable is a liability, and liabilities live on the Balance Sheet; the Profit and Loss carries income and expense accounts only.**
- c) The account's Detail Type was chosen wrongly, and the Detail Type is what decides which of the two reports an account appears on.
- d) Loan proceeds reach the Profit and Loss only after the first payment is made, which is what starts the account's activity for the year.

> Asset, liability and equity accounts report on the Balance Sheet; income and expense accounts report on the Profit and Loss. Borrowing $30,000 raised cash and raised a liability. No income was earned, so nothing belongs on the Profit and Loss, on either basis or in any later month. Detail Type drives tax mapping, not which report an account lands on. (Chapter 1 · Account Types and Financial Reports)

### Q18. Aisha is scrolling the Chart of Accounts. Checking shows a QuickBooks Balance of $1,201.44, a Bank Balance of $3,750.10 and a small black arrow beside its name, while Office Supplies shows nothing in either balance column. What is she looking at?

- **✓ a) The arrow marks Checking as connected to the Bank Transactions feed; Bank Balance is what the bank reports, and an expense account shows no balance in either column.**
- b) The arrow flags an out-of-balance account, and the two columns will agree once the $2,548.66 difference has been journalled away.
- c) The arrow means the account is a sub-account, and only parent accounts such as Office Supplies report a balance in this list.
- d) The arrow means account numbers are switched on, which sorts the list by number and shows balances for numbered accounts only.

> Each column says something: black arrows indicate Bank Transactions feed connectivity, QuickBooks Balance is what the file holds, and Bank Balance is the bank's own figure for connected accounts. Only asset, liability and equity accounts show a QuickBooks Balance, so an expense account such as Office Supplies shows none. A gap between the columns is normal, not an error flag. (Chapter 1 · Chart of Accounts)

### Q19. There is no View Register link on the Sales of Product Income row in the Chart of Accounts. How do you see its activity for the year?

- a) Turn on account numbers in Account and Settings, then number every account.
- b) Make it a sub-account of Checking, where the income postings land.
- **✓ c) Click Run Report on that row, which opens an Account QuickReport.**
- d) Open the Retained Earnings register, where the year's income is held.

> Income and expense accounts have no register. Click Run Report on the row to open an Account QuickReport, then change the period if you need to. Registers exist for asset, liability and equity accounts, except Retained Earnings. (Chapter 1 · Registers)

### Q20. Nadia is invoicing a client for eight hours of design consulting, and there is no Product/Service item for that work. She proposes typing the work into the description column and leaving the Product/Service column empty on the line. Why does the book have her set up an item first?

- a) Because a line without an item is saved as a draft, and drafts stay out of the Accounts Receivable balance until an item is chosen.
- b) Because a line without an item posts the sale to Uncategorized Income, which the accountant has to reclassify at year end.
- c) Because a blank item line posts to Retained Earnings, an equity account, which the Profit and Loss report does not include.
- **✓ d) Because the item carries the link to an income account in the Chart of Accounts, and that link is how QuickBooks Online posts the sale.**

> Products and Services are what sales forms are built on: every invoice line names an item, and defining that item associates it with accounts in the Chart of Accounts. That connection is the magic that lets QuickBooks Online create the accounting entries automatically, and it fills in the description and price. The other options invent fallback behavior the book never describes. (Chapter 1 · Products and Services)

### Q21. Craig's Landscaping voids printed check 45, a payment on an open bill. QuickBooks Online warns it will affect other transactions. What is the effect?

- **✓ a) The bill reopens, so the vendor balance goes back up.**
- b) The bill is voided too and has to be re-entered.
- c) Every check after number 45 has to be renumbered.
- d) A vendor credit is created and applied to the next bill.

> Voiding removes the debits and credits but keeps the record, with a zero amount and a VOID status. Because the payment was applied to a bill, that bill becomes open and payable again. The bill itself is not voided. (Chapter 1 · Voiding a Transaction)

### Q22. The office rent check is the same vendor, the same account and the same $2,400 every month. Working from last month's check, Leah wants to enter this month's without retyping all of it and without disturbing the earlier one. What does chapter 1 have her do?

- a) Open last month's check, change the date to this month and click Save; QuickBooks Online keeps the earlier version as its own transaction.
- **✓ b) Open last month's check, choose Make a Copy under More Actions, change the date on the copy, and save it as a new check.**
- c) Type this month's check straight into the Checking register, since copying is offered only on sales forms such as invoices.
- d) Post a journal entry debiting Rent Expense and crediting Checking, which is quicker than a form when the amount never changes.

> Duplicate on a transaction list's Action drop-down, and Make a Copy under More Actions inside a form, both build a new transaction from an existing one. Look for the alert reminding you that this is not the original, then update the date and save. Editing and saving last month's check simply changes that check; it does not leave a second one behind. (Chapter 1 · Copying Transactions)

### Q23. In the Date field of a bill, how do you jump to the last day of last month using the keyboard?

- a) Press H, which lands on the last day of the previous month.
- b) Press R, then M once to step back to the end of last month.
- **✓ c) Press M for the first day of this month, then - (minus) once.**
- d) Press - (minus) once to go back one whole month.

> M jumps to the first day of the month and - steps back one day, so M then - lands on the last day of last month. H is the last day of this month, and R is December 31 of this year. (Chapter 1 · Date Shortcuts)

### Q24. Priya is entering a bill for 12 cases of soil at $37.50 a case and reaches for the calculator on her phone. Her trainer stops her and points at the Amount field. What can she type there instead?

- a) $450.00 exactly, dollar sign, comma and cents included, because QuickBooks Online rejects an amount typed any other way.
- b) =12*37.50, with a leading equals sign, because the math fields in QuickBooks Online follow spreadsheet formula syntax.
- c) 12 cases @ 37.50, which QuickBooks Online reads as words and converts to a dollar amount when the bill is saved.
- **✓ d) 12*37.50, then press Tab: Quantity, Rate and Amount fields do instant math with +, -, *, / and parentheses.**

> Every Quantity, Rate and Amount field does math: type the expression using +, -, *, / or parentheses and press Tab for the result. There is no equals sign and no plain-language syntax. Currency is just as forgiving the other way around: type 1000, press Tab, and QuickBooks Online fills in the dollar sign, comma and cents. (Chapter 1 · Built-in Calculators)

### Q25. Marcus types quickly. Halfway through a batch of invoices he notices that QuickBooks Online has just created a new customer named Weiskopf Consultin, while the real customer is still sitting on the list underneath it. What happened, and what should he do?

- **✓ a) He outran the filtering: typing faster than QuickBooks Online searches overrides the match and triggers Add New. Cancel the window and reselect slowly.**
- b) The customer list has to be sorted alphabetically before Autofill can match a name; sort it, and the near-duplicate will fall away on its own.
- c) Autofill matches only on the first letters of a name, so he has to type Wei from the start of the entry rather than any part of it.
- d) QuickBooks Online merges near-identical names automatically overnight, so the extra customer will disappear and nothing needs doing now.

> Autofill filters the list as you type, but typing faster than it can search overrides the match and starts a new entry. The moment you find yourself creating a name you know exists, stop, cancel the window and try again more slowly. Autofill matches any distinctive string, not only the first letters, and nothing merges names for you. (Chapter 1 · Autofill)

### Q26. You delete a duplicate invoice in one browser tab, then switch to a second tab on the same company, and the invoice is still listed. Why?

- a) The delete is queued, and QuickBooks Online applies deletions overnight.
- b) Deleting from a customer's list only clears it from that list.
- **✓ c) The second tab shows what it loaded earlier. Refresh it with Ctrl-R.**
- d) Two tabs on one company are not supported, so the second signed out.

> QuickBooks Online is web-based, and each tab shows the data it loaded from the server. Changes in one tab do not appear in another until you refresh it with Ctrl-R, or Command-R on a Mac. (Chapter 1 · Working in Multiple Tabs)

### Q27. A client calls: a screen in QuickBooks Online will not load for her in Chrome, and she wants to know whether to call Intuit or her own IT person. Before you answer that, what does the book have you try?

- a) Have her clear every cookie and cached file in the browser, since a QuickBooks Online screen that fails to load is always a cache problem.
- **✓ b) Have her sign in through an Incognito window and try again: if the trouble follows her there it is Intuit's, and if it clears it is her computer.**
- c) Have her sign out and back in three times; QuickBooks Online rebuilds a screen from the server on the third sign-in of a session.
- d) Have her open the file in a second browser and compare: whichever browser loads the screen faster has the healthy connection.

> An Incognito window stores no cookies, cache or history, which makes it a clean test. If the trouble repeats there, the issue is with QuickBooks Online itself, so wait a few minutes and then contact Support. If Incognito works, something on her own computer is interfering with Chrome or the website. Clearing everything first tells you nothing about where the fault lies. (Chapter 1 · Incognito Windows)

### Q28. Devon finishes a session in a client's QuickBooks Online file at a shared co-working desk and closes the Chrome window. His trainer tells him that is not enough. Why, and what should Devon do at the end of a session?

- a) Closing the window discards any transaction still on screen; press Save on each open form first, and then the window can simply be closed.
- b) Closing the window does end the QuickBooks Online session; what he has to do first is sign out of Chrome itself so no history is left behind.
- c) Closing the window is fine for QuickBooks Online but not for the bank feed, which has to be disconnected separately each time.
- **✓ d) Closing the window leaves the session open to anyone at that desk; use the blue circle in the upper right corner and click Sign Out.**

> Closing the browser window does not end the QuickBooks Online session, so other people can gain unauthorized access to the data. Sign out through the blue circle in the upper right corner. The book also asks students to sign out at the end of every session so that the sample-company bookmarks behave as expected next time. (Chapter 1 · Logging Out of QuickBooks Online Files)

### Q29. Two students sit side by side working the same exercise in their own QuickBooks Online files. One has an option on a screen that the other simply does not have, and the screenshot in the book matches neither of them. What is the explanation?

- a) Their subscription levels must differ, because a screen option that appears in one Plus file appears in every other Plus file the same day.
- b) One of them has an update pending; QuickBooks Online holds new releases until the user accepts them from the Settings gear.
- **✓ c) Intuit rolls new features out in waves to a few companies at a time, so two files can show different options and the book's screenshots age.**
- d) The book's screenshots come from QuickBooks Desktop, and that is also where the difference between the two students' screens comes from.

> QuickBooks Online is updated constantly rather than sold as annual versions, and Intuit releases new features to a few companies at a time so that bugs are caught early. Two files at the same subscription level can therefore differ for a while, and the book warns that your screens will not always match its figures. Nothing waits on a user's acceptance. (Chapter 1 · QuickBooks Online Updates and New Features)

### Q30. A client has two questions: why a button isn't working, and which account to code equipment to. Can Intuit's free support answer both?

- a) Yes. The same representatives are trained on both the software and bookkeeping for the businesses using it.
- b) Neither by phone. The ? button only searches Help articles and the Online Community, with no way to reach a person.
- **✓ c) Support takes the button question via ? and Contact Us. Coding questions go to Contact Experts or a Certified ProAdvisor.**
- d) Support takes the coding question; report the button problem through Feedback, the only channel for it.

> The ? button opens context-sensitive help, and Contact Us reaches live representatives by chat or callback. They support the product, not bookkeeping, so coding questions go to Contact Experts or a Certified ProAdvisor. (Chapter 1 · QuickBooks Online Help)