PC.2.B.6 - The Products and Services List | Scribe

    PC.2.B.6 - The Products and Services List

    • 13 steps

    ProAdvisor Challenge

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    This exercise is a ProAdvisor Challenge provided by Intuit. To find the original, log in to your QuickBooks Online Accountant (QBOA) account, then follow this path: - In the left navigation bar, hover over ProAdvisor, then click **Training**. - Click the **Training Library** tab. - Click **QuickBooks Online** to expand (it may already be expanded). - Click on the **Getting Started** tile. - Click **Beginner Skills** to expand, if necessary. - Click on the **6\. The products and services list** section. The exercise can be found at the bottom of the page, under ProAdvisor Challenge. *Note: You may need to click through some buttons as you scroll down and answer the Knowledge Check before having access to the ProAdvisor Challenge section.*

    The Sample Company

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    To complete this exercise, you must be in the Sample company. To get into it, click on 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.

    Hands On Practice

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    Now let's get started with the exercise. First, we'll need to navigate to the Products & Services list. There are several ways to get there. This is just one.
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    From the left navigation bar, hover over Sales, then select "Products & services".
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    Next, we'll add the new product/service. As a reminder: - The new item is for Driveway Installation (use this for both the product name and the description) - It’s a service the client offers that maps to the Services income account - The category is Landscaping - The price is $500 (this will be the day rate) - The product doesn’t have sales tax
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    Click "New".
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    Click "Service".
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    In the Name field, type "Driveway Installation".
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    In the Category field, select "Landscaping".
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    In the Description field, type "Driveway Installation".
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    In the Sales price/rate field, type "500".\ \ *The Income account field should already have Services selected.*
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    In the Sales tax section, click "Skip". *You may need to click Skip twice.*
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    In the Sales tax section, click "Edit sales tax".
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    In the Other options section, click the "button" next to Nontaxable.
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    Click "Done".
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    Click "Save and close".