ACCT 2012 Accounting Application Software QuickBooks Online Assignment 1

Assignment 1

Assignment 1 (2% of your final grade) includes both Assignment 1 - Part 1 and Assignment 1 - Part 2.

• Exercises in this document only contains the part 1 portion of your assignment 1.
• You are not expected to submit any files or reports after completing the assignment 01 Part 1 exercises.
• Assignment 1 - Part 2 document will be uploaded to Brightspace before next class.
• Submit the assignment 1 reports after completing both the 1 Part 1 and 2 exercises

Part 1 Exercises

If you have already opened the QBO Sample company or any other company files using the QBO software, close the companies and sign out from the QBO software.

• Close the browser tab

If there are any errors while working with the QBO software, try the following troubleshooting tips:

• Right click the web page and reload the page
• Or sign out and login again
• Or restart the computer and login again
• Or test the QBO software using another device

It is assumed that you have successfully completed all the instructions from Assignment 01 Part 1 Class Notes PowerPoint file, slide 28 to slide 50 (question 3).

• Sign out from your Assignment company file (GBC Business Systems – your name) (Slide 51).

Explore the Bookmarks section from the Navigation Bar

• Click and open the MenuSettings \ Customize this menu page from Navigation
• Go to the Bookmarks
• Remove the BankTransactions
• Select the Bookmark checkbox for the Home
• Select the Bookmark checkbox for the Chart of Accounts page
• Save the changes.
• Verify the changes that are made to your Navigation Bar \ Bookmarks.

Brief Summary of Assessment Requirements

Purpose: The assignment focuses on familiarising students with QuickBooks Online (QBO) functionality, navigation customization, and basic account setup processes. Students are required to complete guided exercises using QBO, make modifications to their navigation bar and bookmarks, and verify changes, ensuring they can efficiently operate and personalise the QBO interface.

Key Pointers to Be Covered:

• Correctly closing existing company files and signing out of QBO.
• Troubleshooting common QBO software issues (reload, re-login, or test on another device).
• Completing exercises from Class Notes (Slides 28–50).
• Customizing the QBO navigation bar:
  • Access Menu Settings → Customize Menu → Bookmarks.
  • Remove default bookmarks (e.g., Bank Transactions).
  • Add bookmarks for Home and Chart of Accounts pages.
  • Save and verify all changes.

Step-by-Step Approach Guided by Academic Mentor

Step 1: Preparation & Troubleshooting Guidance

The mentor ensured the student knew how to properly close existing company files and sign out of QBO. Troubleshooting steps were demonstrated, including reloading the browser, signing out and back in, or testing on an alternative device to ensure software functionality.

Step 2: Review of Class Notes & Exercises

Students were guided to review relevant slides (28–50) from the Assignment 1 Part 1 Class Notes PowerPoint. The mentor explained each exercise, emphasizing how these exercises relate to practical usage of QBO, such as navigation and bookmark management.

Step 3: Customizing the Navigation Bar

The mentor walked the student through the process of navigating to Menu Settings → Customize Menu → Bookmarks. Each step was explained clearly:

• How to remove unnecessary bookmarks like Bank Transactions.
• How to add essential bookmarks like Home and Chart of Accounts.
• Importance of saving changes and verifying updates in the navigation bar to reflect modifications.

Step 4: Verification of Changes

Students were encouraged to check that the bookmarks were correctly added/removed, ensuring practical understanding of the customization features in QBO. The mentor emphasized attention to detail and accuracy during verification.

Outcome Achieved

By following the guided process:

• Students successfully customized the QBO navigation bar according to the assignment instructions.
• They gained hands-on experience navigating QBO, managing bookmarks, and troubleshooting common software issues.
• The exercise strengthened students’ practical accounting software skills and digital literacy.

Learning Objectives Covered

• Understanding and navigating QuickBooks Online software efficiently.
• Customizing interface elements to enhance workflow.
• Applying troubleshooting techniques for software errors.
• Developing practical skills in accounting software relevant to business systems.

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