To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Now let's get started with the exercise.
Here are the project details that you'll need:
- Custom Design work - 2 hours
- Rock Fountain - 1
- Fountain Pump - 1
- Lighting - 5 @$15/pack
- Installation - 4 hours
- Trimming - 2 hours
Enable Deposits
For this exercise, you will record the deposit using the deposit method. Start by enabling Deposits in Account and settings.
Click the gear icon.
Click "Account and settings"
Click "Sales"
Click anywhere in the Sales form content section to enable editing.
Toggle the slider next to Deposit to green (enabled).
Click "Save"
Click "Done"
Record a Customer Deposit
Now we can record the invoice with the 25% customer deposit.
Click "+New"
Click "Invoice"
In the Customer field, select "Wedding Planning by Whitney"
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Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
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