Wednesday, February 21, 2018

QB28: Review for Lesson 6 Quiz

  • You should re-watch the video and fine-tune your notes.
  • After re-watching the video you should summarize and organize your notes.
  • Finally, create graphic organizers, flash cards, Google Slide presentations, and video tutorials.
Lesson 6 Quiz Tomorrow


  1. What can you do in the Customer Center?
  2. What is the definition a a customer?
  3. List the three main sections of the Customer Center:
  4. Describe the most effective way to find a customer in the Customer List:
  5. How can you move a customer in the customer list?
  6. List the steps to make a customer inactive:
  7. What simple shortcut allows you to choose all available transactions related to a customer?
  8. What does the Transaction List allow you to do in order to search for different types of transactions?
  9. Describe the steps to create a new customer:
  10. What type of information can you set in the Payment Settings Tab?
  11. What must you acquire in order to accept credit cards payments from customers?
  12. In which window (tab) of the Customer Information Window would you add a Custom Field?
  13. What is the purpose of creating a Customer Job?
  14. How do you add a job to a particular customer?
  15. How do you access all customer forms and transactions?
  16. What is a statement?
  17. List the steps to merge two customers into one:

Lesson 6 Answers


QuickBooks Unit 2 Kahoot Review

 - QuickBooks Maintenance
 - Banking
 - Customer Center


  • Don't Forget:
    • If you have a PC or Mac at home, you can download a 180-day trial version of QuickBooks Premier 2015 on your own computer. (QuickBooks will not work on the Chromebook)
      • go to quickbooks.com/download2015 
      • choose the Premier edition
      • run the .exe file after it downloads
      • follow the "InstallShield Wizard"
        • Next > Next > Accept the terms, Next > Express, Next >
        • License Number: 4469-1524-8891-760
        • Product Number: 503-153
        • Next > click Install and wait for the installation to finish, DO NOT Validate or Skip This Step
        • click Finish
        • click Open QuickBooks and wait for it to load
        • click Install Now for Performance Updates
      • if needed, the Registration Validation Code is 624419

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