PC.6.A.8 - Location tracking
- 23 steps
Fast & Easy QBO
QuickBooks
The Sample Company
1
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.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise. As a reminder, here is the scenario:
Craig has mainly been providing gardening services for private customers, but he’s recently hired some additional landscapers to work on corporate landscapes. He wants to be able to compare the profitability of both branches of his operation. So far, his new team has completed a few projects.
**What should you do?**
- Set up two new locations, one called **Private gardening** and another called **Corporate services.**
- Then create an invoice for the service Craig has already provided for his first corporate customer. The customer was **Amy’s Bird Sanctuary,** and the item was **Weekly Gardening Service** at **$50.**
First, we need to turn on location tracking.
2
Click the "Gear icon".
3
Click "Account and settings".
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Click the "Advanced" tab.
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Click the "Categories" section to make it editable.
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Click the "toggle" next to Track locations. *This will turn green, indicating it has been turned on.*
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Click "Save".
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Click "Done".
Next, we need to create the two locations: Private Gardening and Corporate Services.
9
Click the "Gear icon".
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Click "All lists".
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Click "Locations".
We will create the Private Gardening location first, then the Corporate Services location.
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Click "New".
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In the Name field, type "Private Gardening".
