A.1.5a Practice Using Projects
- 49 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: Sushi by Katsuyuki has asked your client, Craig, to install a Japanese fountain at the entrance to their restaurant. Craig will be charging them $1,690 for one Rock Fountain, one Fountain Pump, $150 of Garden Lighting, 6 hours of Custom Design, and 2 full days of Installation. Craig would like to make sure that his profit margin stays above 30% for this. Use projects to set up and track this for him.
First we will need to make sure the Projects feature is turned on. Sometimes it is already on in the Sample company. These first few steps assume that it is ***not*** on.
2
Click the gear icon, then select "Account and settings".
3
Click the "Advanced" tab.
4
Click anywhere in the Projects section to make it editable, then click the toggle next to "Organize all job-related activity in one place" (this will turn green to indicate it's turned on).
5
Click "Save".
6
Click "Done".
We're now ready to begin our project.
7
From the left navigation bar, click "Projects".
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Click "Start a project".
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In the Project name field, type "Japanese Fountain".
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In the Customer field, select "Sushi by Katsuyuki".
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Click "Save".
12
Click "Add to project", then select "Invoice".
