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.

Because you're recording this now, but sending an invoice later, you'll be using the Delayed Charges feature. We'll start by setting up the charges for last week's watering.

Click the "+New" button, then select "Delayed charge".

In the Customer field, select "Red Rock Diner".

In the Delayed Charge Date, select *last* Friday's date.

*Note: your date will likely be different than what is shown below. If you are doing this exercise on a Friday, just choose the previous week's Friday.*

On the first line, in the Product/Service field, select "Gardening".

You could create a separate line for each day, but for this exercise we use one line for both days.

Also note, with the dates in the Sample company continuously changing based on when you complete the exercise, we will use a generic date format.

Feel free to add actual dates though if that is helpful for you to see.

In the Description field, after Weekly Gardening Service, type " - mm/dd/yy, mm/dd/yy".

In the Rate field, type "25".

*Note: when you hit the TAB key after typing this in, QBO will automatically calculate the amount.*

Now, we'll set up the Delayed Charge for this week.

In the Delayed Charge Date field, select the *upcoming* Friday.

*Note: your date will likely be different than what is shown below. If you are doing this exercise on a Friday, just choose the following week's Friday.*

Craig indicated he also did weeding for $15 this week. Let's add this to the delayed charge.

On the second line, in the Product/Service field, select "Gardening".

In the Description field, type "Weeding".

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: Craig installed a new garden at Red Rock Diner, and the owners asked him to handle the watering. Craig needs to stop by twice per week to water. He may need to do some weeding intermittently. Craig only wants to invoice Red Rock Diner once for these visits at the end of the month.

So far, Craig has watered the new garden twice last week. He already did one day this week and plans to stop by again this week as well. Plus, this week he is going to weed.

Let's see how to do this.

A.1.9 Invoicing Delayed Charges