PC.4.B.3 - Adding Vendors | Scribe

    PC.4.B.3 - Adding Vendors

    • 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 **Expenses and vendors** tile. - Click **Beginner Skills** to expand, if necessary. - Click on the **3. Adding vendors** section. The exercise can be found towards the bottom of the page, under ProAdvisor Challenge. *Note: You may need to 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. As a reminder, here is the scenario: Help Craig add a new vendor to his vendor list. Here’s what you need to know: - The vendor’s name is **Breeana Bunzel** - Her company is called **Bree’s Beech Craft** - Her contact details are: - Address: **123 City Street, Oakland, CA, 88999** - Email: **[email protected]** - Phone: **555-7890** - Mobile: **555-556-7891** - Her preferred terms are **Net 30**  - Her Business ID No. is **123-45-6789** - She is a sole proprietor, so any payments must be tracked for 1099s.
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    From the left navigation bar, hover over Expenses, then select "Vendors".
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    Click "New vendor".
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    In the Company name field, type "Bree's Beach Craft". *Notice that when this field is filled out, the name will populate in the Vendor display name field.*
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    In the First name field, type "Breeana", and in the Last name field, type "Bunzel".
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    In the Email field, type "[email protected]".
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    In the Phone number field, type "555-7890".
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    In the Mobile number field, type "555-556-7891".
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    In the Address section, complete the fields as such: **Street address 1:** 123 City Street\ **City:** Oakland\ **State:** CA\ **Zip code:** 88999
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    In the Business ID No. / Social Security No. field, type "123456789".
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    Click the "checkbox" next to Track payments for 1099.
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    In the Terms field, select "Net 30".
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    Leave the Opening balance field empty.
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    Click "Save".