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.

First, create an Expense transaction for the purchase, using Tim Philip Masonry as the vendor.

Click the "+New" button, then select "Expense".

In the Payee field, select "Tim Philip Masonry".

You’ll notice that a Purchase Order was created previously and pops up in the drawer on the right side. To add it to the Expense, click "Add".

On the Rock Fountain line, in the "Billable" field, click the checkbox.

*Note you will need to click into the field first for the checkbox to appear.*

On the same line, in the Customer field, select "Kate Whelan".

Now let's create an invoice with Kate Whelan as the customer.

Click the "+New" button, then select "Invoice".

In the Customer field, select "Kate Whelan".

You’ll notice that the rock fountain you just purchased on her behalf pops up in the drawer on the right side. To add it to the Invoice, click "Add".

Click the down arrow next to Save and send, then select "Save and close".

Want to follow along? [Click here](https://youtu.be/VH3PesPWXZE) for our video walk-through.

Questions/Problems/Concerns?[ Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)

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: Kate has contracted with Craig’s Landscaping services to do some work in her yard. She decides she wants a rock fountain, and so Craig offers to get her one at a discount from Tim Philip Masonry. Later, he will just add this to Kate’s invoice.

A.1.7a Invoicing a Billable Expense

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