To complete this exercise, you must be in the Sample company. From your QBOA account, 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.
Now let's get started with the exercise.
Create the Invoice
Click "+New"
Click "Invoice"
This exercise uses the old style layout for invoices. Want to challenge yourself? Do it again with the new layout!
In the Customer field, select "Bill's Windsurf Shop"
Leave the Terms and Invoice Date fields as is. In a real life scenario, you would adjust this for the customer based on the terms set forth and the date of the invoice.
On the first line, in the Product/Service field, select "Design"
In the QTY field, type "5"
Click the "down arrow" next to Save and send, then select "Save and close"
Receive Payment
Bill sent in Check #123 in the amount of $460 to cover both this and an old, outstanding invoice. Let's see how to record that.
Click "+New"
Click "Receive payment"
In the Customer field, type and select "Bill's Windsurf Shop"
Click the "checkbox" at the top to select all
In the Payment method field, select "Check"
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