Question
From your QuickBooks textbook - Complete the following homework: Reinforce Your Skills, Chapter 9, 9-1 through 9-3 Apply Your Skills, Chapter 10, 10-1 through 10-3
From your QuickBooks textbook - Complete the following homework:
Reinforce Your Skills, Chapter 9, 9-1 through 9-3
Apply Your Skills, Chapter 10, 10-1 through 10-3 Second:
Reinforce Your Skills For these exercises, you will work with Puppy Luv Pampered Pooch, the company account created in your trial subscription to QuickBooks Online.
Sadie has asked you to fine-tune some things related to accounting. She would like to have a field on the sales receipt form that indicates the breed of each dog groomed. She would also like to change some of the reports and have some of them emailed to her each week. She has also asked you to set up a new user to view reports only.
REINFORCE YOUR SKILLS 9-1 Customize a Report Sadie would like her profit and loss report changed to a Cash basis. She also wants to change the name of the report to Income Statement. In this exercise, you will customize the profit and loss report and then save the customization. Open the Reports center and choose the Profit and Loss report. Set the Report Period range to 07/01/2021 to 09/30/2021 and then run the report. Change the accounting method to Cash. Click Edit Header and change the report title to: Income Statement Run the report. Click the Save Customization button and then set the Custom Report Name to: Cash Basis Income Statement Save the customization and then return to the Reports center.
REINFORCE YOUR SKILLS 9-2 Schedule a Report to Be Emailed In this exercise, you will schedule the Cash Basis Income Statement to be automatically emailed to Sadie at the end of each week. Click the Custom Reports tab in the Reports center. Click the Edit link for the Cash Basis Income Statement. Set the email schedule to On. Set the schedule to repeat Weekly on Friday. In the Email To field, enter: Sadie@qbmail.net In the Subject field, enter: Weekly Income Statement Save and close the form. If you get a warning about the date, click OK.
REINFORCE YOUR SKILLS 9-3 Add a Custom Field In this exercise, you will add a custom field to the sales receipt form for the breed of dog groomed. Choose GearYour CompanyCustom Form Styles. Click Edit for the Pink Sales Receipt. Select Content, click on the upper portion of the form, and click + Custom Field in the lower-left corner of the window. Place a checkmark next to the first Custom Name field. Type Breed in the first Custom Name field. Click Done. REINFORCE YOUR SKILLS 9-4 Set Up User Permissions In this exercise, you will set up Don Marshall to view only reports. You will also invite Sadies accountant to view reports. Set up Don Marshall to view reports only, using the email address: DMViewer@qbmail.net Click Invite to send an invitation to Sadies accountant at: SamTax@qbmail.net You may get error messages because these are fictitious email addresses being used for demonstration only
Last: Apply Your Skills
APPLY YOUR SKILLS 10-1 Delayed Charges In this exercise, you will set up delayed charges for a new client: Johnson-Smith Kennels, breeders of large Basset Hounds. Puppy Luv Pampered Pooch will perform grooming for five dogs each Friday. Invoicing will be at the end of the month. Terms are Net 15 days. Create a delayed charge for five large dogs: Bath and Brush each Friday as follows: October 1, 2021 October 8, 2021; add teeth brushing October 15, 2021 October 22, 2021; add ear cleaning October 29, 2021 Create the invoice for the delayed charges on October 29, 2021. Save and close the form.
APPLY YOUR SKILLS 10-2 Create Reports by Class In this exercise, you will create reports for Sadie. Prepare a sales summary report to display the classes for October 1, 2021, through October 31, 2021. Export the report to Excel and save it in your Chapter 10 folder as: CH10 Sales Report By Class Prepare a Profit and Loss by Class report for October 1, 2021, through October 31, 2021. What is the income for Becky D.? ________________ Export the report to Excel and save it in your Chapter 10 folder as: CH10 Profit and Loss By Class
CHECK FIGURE Your figure should match the one shown here.
Total Sales by Class $1773
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