Questiva Consultants

Case Study—YinYang Graphic Design

· ~17 min read · from QuickBooks Online Fundamentals 2025

After completing this case study, you'll be able to set up a new QuickBooks Online Plus company file, record startup transactions and a full month of business activity, and analyze performance across different revenue streams. The chapter walks you through configuring account settings and the chart of accounts, enabling classes to track the Design, Products, and Overhead aspects of the graphic design business, and creating inventory products and services for both the e-commerce and consulting sides. You'll then record transactions including owner investment, rental payments, vendor bills, customer invoices, and bank reconciliation before generating financial statements and sales analysis reports broken down by class.

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