Chapter 11
Utilizing Classes, Locations, and Projects
IN THIS CHAPTER
Implementing class tracking
Enabling location tracking and form customization
Enhancing customer management with projects
You must have a Plus or Advanced subscription to use the features I discuss in this chapter. Class tracking enables you to categorize transactions into major segments, such as department or product line. Conversely, the Locations feature enables you to categorize transactions by department, office, state, region, and so on. Further, you can configure QuickBooks to display unique sales form titles and company contact information for each location.
I also show you how to use the Projects feature to group revenue and expenses for undertakings that you carry out on a customer’s behalf. QuickBooks offers a single Project Profitability Summary report, but you can also use the Projects page to monitor how a project is performing. The Tags feature that I discuss in Chapter 6 is an alternative, especially if you have a Simple Start or Essentials subscription.
Tracking Transactions with Classes
Class tracking is helpful whenever you need to isolate a subset of sales or expenses. For instance, a law ...
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