EV.1.2 Create an Expense with Items | Scribe

    EV.1.2 Create an Expense with Items

    • 15 steps
    • AkadianAkadian
    • IntuitIntuit
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    Start in the Sample company.
    1
    To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now you can start the exercise.

    Account and Settings

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    In order to use the Items table, you must have the setting turned on in Account and settings. It is typically turned on in the Sample company, but double check to be sure.
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    Click the gear icon.
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    Click "Account and settings"
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    Click "Sales"
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    Click anywhere in "Products and services"
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    Confirm that the "Show Product/Service column on sales forms" toggle is turned on.
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    Click the X to close Account and settings.

    Create the Expense

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    Now you can create the expense.
    8
    Click "+ New"
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    Click "Expense"
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    In the Payee field, select "Hicks Hardware"
    11
    The expense form is pre-filled with information from the last expense created with Hicks Hardware. Click the trash can to delete it.
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    Click the arrow to expand Item details.
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    In the Product/Service field, select "Pump"