November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 11
Employing Classes, Locations/Departments, and Projects
IN THIS CHAPTER
Implementing class tracking
Enabling location/department tracking and form customization
Administering bank deposits by location/department
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 Departments feature (previously known as the Locations feature) enables you to categorize transactions by department, office, state, region, and so on. Further, you can configure 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 screen to monitor how a project is performing. The Tags feature that I discuss in Chapter 6 is an alternative, especially ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.