Practice Exercise Instructions

For this exercise, four training clients have already been created in the QuickBooks system. You do not need to create new clients or enter personal information for this exercise.

You will review each scenario and create the appropriate estimate in QuickBooks using the training client information provided.

You will also draft an email in the next sheet titled “Practice Email: Form 1.”

Your goal is to complete the full workflow as you would with a real client.

How to Complete the Exercise

1. Review the details for each training scenario.

2. Locate the corresponding Training Client already created in the QuickBooks system.

3. Create the estimate based on the information provided in the scenario.

4. In the training spreadsheet, go to “Practice Email: Form 1” and draft the email for that client scenario.