13 contains a project management framework consisting of the following
seven milestones to develop a QuickBooks accounting system:
- Milestone 1: Proposal
Milestone 2: Company Setup
Milestone 3: Lists
Milestone 4: Transactions
Milestone 5: Memorized Reports
Milestone 6: Documentation
Milestone 7: Presentation
The highlighted items below indicate what will be required for submission to the instructor.
project provides an opportunity for realistic, valuable practical
experience to apply the concepts learned throughout this course and give
you the opportunity to get experience developing and writing a project
will follow the instructions given for each milestone in Chapter 13.
There are few modifications to the instructions. These exceptions
You will not need to submit each milestone to the instructor to be reviewed prior to proceeding with your next milestone.
You will not have to submit a QuickBooks in Action Project Approval form for any signatures.
will not actually be interviewing a real client, but rather you will
come up with what specific accounting needs would be required for the
client you identified.
You will not submit sample transaction results to the instructor or client for approval.
You will not obtain instructor or client approval for memorized reports.
You will not presenting your project to your classmates.
will need to submit your project proposal as defined in milestone 1;
your client documentation that includes a history of the project
development and instructions the client will need, i.e. instructions
regarding how and when to back up and restore company files, as defined
in milestone 6; and your prototype or company's chart of accounts
listing, customer listing, vendor listing, employee listing, and item
listing, and a general journal to display the sample transactions you
entered for milestone 4. To submit your work, click on the
View/Complete Assignment link. Attach your document through the Browse
section and submit. You will be attaching an Adobe (.pdf) or Excel
(.xls or .xlsx) containing the required reports depending on the what
format your instructor requires. Your document will be sent directly to
the gradebook. If you click on My Grades, the submitted assignment will
appear as an exclamation mark until it has been graded. Once you have a
grade, you may click on it to see any feedback.