November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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.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.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.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.
Chapter 11
Tracking with Classes, Locations, and Projects
IN THIS CHAPTER
Looking at tracking options in QuickBooks Online
Enabling and using class and location tracking
Managing projects to monitor job-level profitability
You must have a Plus or Advanced subscription to use most of the features I discuss in this chapter, but they’re essential for those bounty hunter moments when you need to track who did what, where, and whether it paid off. If you’ve ever wrangled a spreadsheet just to answer a basic question like “Did we make money on that?” this is your chance to stop improvising and start using the tools QuickBooks built for the job.
In this chapter, I walk through how to use classes, locations, and projects to slice and dice your data with intention. These features let you track performance by team, region, or job, giving you the clarity to make smarter decisions without relying on spreadsheets and sticky notes. I also touch on using custom fields and sub-customers in any version of QuickBooks, and I show you how to convert sub-customers to projects if you’re ready to level up your tracking game.
Surveying Your Tracking Options
Before diving into the details, take a ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
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.