Case Study—YinYang Graphic Design
After completing this case study, you'll be able to set up a complete QuickBooks Online Plus company file from scratch and record a full month of business transactions for a graphic design startup. You'll work with key QBO features including Classes to track three different business segments (Design, Products, and Overhead), Products and Services to manage both service offerings and inventory items, and the Chart of Accounts to organize the company's financial structure. Finally, you'll import bank transactions, reconcile the checking account, and generate financial reports to analyze the business performance.
In this chapter
- Create the Company File
- Account and Settings
- Sales Tax
- Chart of Accounts
- Classes
- Products and Services
- Business Transactions
- Import the Bank Transactions Feed
- Reconcile the Checking Account
- Prepare the Reports
- Complete the Analysis Questions