Ace the QuickBooks ProAdvisor Challenge 2026 – Book Your Success!

Session length

1 / 400

What type of adjustments may be made in the Set up tab of the Books Review?

Employee training schedules

Bank account balances and chart of accounts

In the Set up tab of the Books Review, adjustments typically involve elements directly related to the financial aspects of the business's accounting records. This includes bank account balances and the chart of accounts.

Making adjustments to bank account balances is crucial for ensuring that the financial statements accurately reflect the company's assets and liabilities. Correctly maintaining the chart of accounts is equally important as it organizes all transactions into categories that allow for accurate financial reporting and analysis.

Other options presented, while they are important business functions, do not belong in the financial adjustment context found within the Books Review setup. Employee training schedules and customer contact information pertain more to human resources and customer relationship management, respectively. Inventory levels are also valuable, but managing inventory tends to be part of operational oversight rather than core financial adjustments, which is why only bank account balances and the chart of accounts are appropriate in this scenario.

Customer contact information

Inventory levels

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