A.4.2c Reallocating Expenses to Projects
- 35 steps
QuickBooks
Akadian
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.
First, we need to turn Projects on.
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Click the gear icon, then select "Account and settings".
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Click the "Advanced" tab.
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Click anywhere in the Projects section, then click the toggle next to "Organize all job-related activity in one place" (this should turn green, indicating it is turned on).
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Click "Save".
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Click "Done".
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A pop-up warning will ask if you want to leave without saving. This is a glitch in the Sample company. Click "Yes" (your settings will save).
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From the left navigation bar, click "Projects".
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Click "Start a project".
*Note: this will only appear if this is your first time in the Projects Center.*
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In the Project name field, type "Outdoor Studio".
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In the Customer field, select "Gevelber Photography".
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Click "Save".
We need to go back to the Projects Center to add the project for Amy's Bird Sanctuary.
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Click "All projects".
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Click "New project".
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In the Project name field, type "New Wing".
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In the Customer field, select "Amy's Bird Sanctuary".
