PC.6.A.8 - Location tracking
- 23 steps
ProAdvisor Challenge
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 **Reports** tile.
- Click **Advanced Skills** to expand, if necessary.
- Click on the **8. Location tracking** 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.
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.
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Click the "Gear icon".
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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.
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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.