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.
Zoom Saved
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Zoom Saved
Now let's get started with the exercise.
First, turn on the Locations feature.
2
Click the gear icon, then select "Account and settings".
Zoom Saved
3
Click the "Advanced" tab.
Zoom Saved
4
Click anywhere in the Categories section, then click the toggle next to "Track locations" (this will turn green, indicating it is turned on).
Zoom Saved
5
Click "Save".
Zoom Saved
6
Click "Done".
Zoom Saved
Next, set up the locations.
7
Click the gear icon, then select "All lists".
Zoom Saved
8
Click "Locations".
Zoom Saved
First, we will create the location for the main office (West) location.
9
Click "New".
Zoom Saved
10
In the Name field, type "West", then click "Save".
Zoom Saved
Next, we'll create the new East coast office.
11
Click "New".
Zoom Saved
12
In the Name field, type "East", then click the checkbox next to "This location has a different address where customers contact me or send payments".
Zoom Saved
13
Complete the fields with the new address: 456 12th St NW, Albany, NY 12212
Then, click "Save".
Zoom Saved
Next, assign old transactions to the locations. Use the Reclassify transactions tool to do this.
Was this Scribe helpful? Save this document for future reference.
Save for Later
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe