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Assignment 1

This document provides instructions for completing assignments in QuickBooks Online for an accounting course. It states that all assignment files should be submitted through Canvas by the beginning of class on the due date, and late assignments will be penalized. It provides supplemental instructions for setting up a QuickBooks company file and completing specific tasks in Chapter 2, including exporting the chart of accounts as a PDF file and adding the instructor as an administrator of the company file. Students are asked to submit two PDF files for Assignment 1 by the due date: Chapter 2_Chart of Accounts.pdf and Exercise 2-2_Chart of Accounts.pdf.

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ku daaray
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216 views

Assignment 1

This document provides instructions for completing assignments in QuickBooks Online for an accounting course. It states that all assignment files should be submitted through Canvas by the beginning of class on the due date, and late assignments will be penalized. It provides supplemental instructions for setting up a QuickBooks company file and completing specific tasks in Chapter 2, including exporting the chart of accounts as a PDF file and adding the instructor as an administrator of the company file. Students are asked to submit two PDF files for Assignment 1 by the due date: Chapter 2_Chart of Accounts.pdf and Exercise 2-2_Chart of Accounts.pdf.

Uploaded by

ku daaray
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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General Information for all Assignments

For every assignment that you turn in you will submit your PDF files through Canvas. Please
make sure ALL the files required by the assignment are submitted by the beginning of class on
the due date. Late assignments will be penalized as noted on the class syllabus.

Any time you see a date ending in 20XX, use 2019 as the date. You do not have to complete
“check your progress” or “online learning center” for any of the chapters. I will be posting
supplemental instructions for each QuickBooks assignment on Canvas.

Note, the page numbers referenced are coming directly from the “Accounting Systems and
Controls – ACIS 3504 Spring 2019 – McGrawHill Create Book”. If you are using a book from
an earlier semester, the material should be the same but the page numbering may be off.

Quickbooks Account Set-up

Before you begin the first assignment, you should have already obtained access to Quickbooks
Online by following the instructions in the Download free QuickBooks.docx document posted in
the Canvas file section. You should set up your account as soon as possible so that you can be
sure your free access works and so that you can get help from Intuit before the first assignment is
due if you are having problems. After you have access to Quickbooks online you should follow
the general instructions starting on page 53 to set up your company (QB Cloud_Student Name).
You will work with this company for the remaining assignments

See the next page of this document for additional Assignment 1 Instructions
Quickbooks Assignment 1 – Chapter 2
Supplemental Instructions for Assignment 1

As you follow the instructions on pages 53-91 you will be asked to execute certain tasks during
the setup of your company. You will first make some decisions about the setup of your company
that are described on pages 53-56 of the book. From there the next required actions begin on
page 62 and continue through the end of the chapter.

On page 79 the book asks you to save the chart of accounts as pdf file. You should do that and
save the file as Chapter 2_Chart of Accounts.pdf. You will need to upload this file as part of
your assignment submission. Please note that this file should look like the screenshots shown on
pages 80-81. You may need to add some accounts or delete some accounts to make it match up.
Ignore the statement in the book on page 81 that it is okay if you have some accounts
without numbers that don’t match up. If you see accounts that are not in the list on pages
80-81 please either add accounts or delete accounts as needed.

Please ensure you check your files against the files shown in the text.

Page 82 will explain how to export the chart of accounts to Excel. You can try that out but for
ALL the assignments I will ask you to turn in PDF files and NOT Excel files.

On page 82 the book asks you to add your instructor as an administrator of your company. You
should follow the instructions for Method 1 “Invite Accountant” to add me as an administrator
of your company. Use Linda Wallace and [email protected] as my name and email
address. The method for doing this has changed slightly since the book was printed. Once you
click on “Manage Users” like the book tells you, then you need to go to the “Accounting Firms”
tab. At that point you will see the “invite” option and can add me as an accountant.

You DO need to complete Exercise 2-1 and Exercise 2-2 on pages 89-91. You only need to
create the pdf file and not the Excel file.

You should submit Chapter 2_Chart of Accounts.pdf and Exercise 2-2_Chart of


Accounts.pdf by the beginning of class on the due date. As part of Assignment 1 you also have
to add me as an administrator of your company before the due date.

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