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. Because you are collecting payment at the time of the sale, you will use a Sales Receipt for this transaction.

Click the "+New" button, then select "Sales receipt".

In the Customer field, select "Geeta Kalapatapu".

In the Payment method field, select "MasterCard".

*Notice that it is currently set to Deposit to Undeposited Funds.*

If this were an actual company with QuickBooks Payments enabled, you would have the option to enter the credit card details and process the payment directly from the Sales Receipt. Also notice that with this set up, there is no "Deposit to" account. This is because with QuickBooks Payments, you set up the deposit account in the "Payments" tab of Account & Settings.

On the first line, under Product/Service, select "Weekly Gardening Service".

Click "Make recurring" on the black bar at the bottom.

Because Craig wants to automatically charge Geeta's credit card every month, we will leave the Type as Scheduled. (See Alert, after Step 10.)

In the Create X days in advance field, type "3" to have it show up in the register 3 days before it is actually charged.

Geeta asked if Craig could charge her credit card on the 10th of every month. Use the dropdown to click "10th" in the Interval section.

As discussed previously, remember that the Payment method will be different in a real life scenario.

If Craig wanted to set up the recurring transaction as a template to use whenever he needed it, rather than on a fixed schedule, he could select "Unscheduled" from the Type dropdown. If he wanted a reminder to edit the template, rather than having it automatically show up in the register, you could select "Reminder" here. Reminders appear in the "Get things done" tab of the Dashboard. It does not appear to work in the Sample Company, but here's what a Reminder looks like in real life.

Want to follow along? [Click here](https://youtu.be/rAuJa3q9DTo) for our video walk-through.

Questions/Problems/Concerns?[ Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)

QuickBooks

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QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

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Scenario: Craig just signed on Geeta Kalapatapu as a new client for weekly gardening. Rather than getting a bill that she has to remember to pay, Geeta asked Craig if he could just charge her credit card on the 10th of every month. Luckily, Craig has already signed up for QuickBooks payments, so he can do this right through QBO.

How would you set this up for him?

4.3 Set up Recurring Transactions

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