A.1.4 Set Up and Create Reports with Sub-Customers
- 25 steps
Start in the Sample company.
1
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.
Be sure to do **all** four parts of this exercise in the same Sample company session.
Now let's get started with the exercise.
Scenario, Part 1
Scenario: One of Craig’s customers, Freeman Sporting Goods, has just acquired a new location. They will be renting the empty lot next to the local high school and will be setting up temporary tents whenever there is a home game.
They have contracted with Craig to make sure the shrubbery is cleaned up and the grass is mowed, so that they can easily move the tent and set up when necessary. They have decided that their Ocean View Road location will manage this and pay any bills incurred for the new lot, but Craig wants to track his income and expenses for this separately.
How would you set this up for him?
We will create a new High School Lot customer that is a sub-customer of Freeman's Ocean View Road location.
2
From the left navigation bar, hover over Sales, then select "Customers".
3
Click "New customer".
*Note: click the button, not the down arrow.*
4
In the Customer display name field, type "High School Lot".
5
Click the checkbox next to "Is a sub-customer".
6
When the Parent customer dropdown appears, click on the down arrow, then select "0969 Ocean View Road".
Note that when the Parent customer (0969 Ocean View Road) was selected, the contact information automatically appeared. The checkbox next to Bill parent customer should already be selected. Make sure this remains checked.
7
Click "Save".
Scenario, Part 2
Scenario: Craig bought $100 worth of fertilizer from Tania’s Nursery that will be dedicated to the High School lot, then he went over and did the initial clearing of the lot, which he charged $350 for. How would you record these two transactions?
In a real life scenario, you would need to make sure that customers can be specified on expense forms. This is done in Account and Settings on the Expenses tab, under “Track expenses and items by customer."
In the Sample company, this feature is already turned on.
First, we will create the expense for the fertilizer purchase.
8
Click the "+New" button, then select "Expense".
