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.

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.

Click the gear icon, then select "Account and settings".

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).

From the left navigation bar, click "Projects".

In the Project name field, type "Japanese Fountain".

In the Customer field, select "Sushi by Katsuyuki".

Click "Add to project", then select "Invoice".

QuickBooks

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

Scenario: This exercise has four parts, with the scenario for each shown as you go through the exercise. Be sure to do all four parts of this exercise in the same Sample company session.

A.1.5a Practice Using Projects

Scenario, Part 1