Question

Which 3 of these can you do from the Team menu in QuickBooks Online Accountant?

1. Track users' ProAdvisor certifications and their expiration dates
2. Add a new team member
3. Send messages to team members
4. Create tasks and projects for team members
5. Delete a team member
6. Change the lead accountant assigned to clients

Answer 1

From the Team menu in QuickBooks Online Accountant, you can track users' ProAdvisor certifications, add a new team member, and change the lead accountant assigned to clients.

Step-by-step explanation:

The student's question pertains to the functionalities available in the Team menu within QuickBooks Online Accountant. Specifically, the question asks which three actions can be performed from this menu. The three actions that can be performed from the Team menu in QuickBooks Online Accountant are:

Track users' ProAdvisor certifications and their expiration dates,

Add a new team member to your firm,

Change the lead accountant assigned to clients.

While QuickBooks facilitates communication and collaboration with features like commenting on reports or transactions, there is no direct feature to send messages to team members from the Team menu. Also, while you can create tasks and projects, this is typically managed within the Work menu or through project management integrations, not directly within the Team menu. Lastly, you can delete a team member, but this function is managed through User Management rather than the Team menu specifically.

Answer 2

Part four— Determining How Transactions change an Accounting Equation