A.1.5b Converting Sub-Customers
- 24 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.
Now let's get started with the exercise.
2
Click the gear icon, then select "Account and settings".
3
Click the "Advanced" tab.
4
Click anywhere in the Projects section, then click the toggle next to Organize all job-related activity in one place (this will turn green to indicate it is turned on).
5
Click "Save".
6
Click "Done".
Note you may get a pop-up warning that asks if you want to continue without saving. If it does happen, click "Yes". Your settings are still saved.
Next, go to the customer list.
7
From the left navigation bar, hover over Sales, then select "Customers".
Only sub-customers that are set to "Bill with parent" can be converted to Projects, so you'll need to make this adjustment for Craig's three existing sub-customers.
You may also have High School Lot as a sub-customer, if you are completing this exercise in the same session of the Sample Company as a previous exercise.
8
Scroll down to Freeman Sporting Goods, then click "0969 Ocean View Road".
9
*If any pop-ups appear, just close out of them.*
Click "Edit".
10
Click the checkbox next to Bill parent customer, then click "Save".
Repeat these steps for the Freeman Sporting Goods 55 Twin Lane location, as well as Shara Barnett Barnett Design.
11
To return to the customer list, click "Customers".
12
Scroll down to Freeman Sporting Goods, then click "55 Twin Lane".
