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August 11, 2023
Question

How to track revenue & expenses by location and doctor (class).

  • August 11, 2023
  • 1 reply
  • 2 views

We use QB Enterprise desktop for a nine doctor oral surgery practice.  I currently class revenue and expenses by doctor to track for doctor bonus calculations.  We recently decided we also need to track revenue and expenses by location (cost center).  I'm unsure of the best way to accomplish this.  Any suggestions would be helpful.  I thought about setting up each location/cost center as a "customer:job" and then would be able to run a P&L by customer, but I'm not sure if that would be the best way to track this information going forward. Please help.

1 reply

Level 8
August 11, 2023

Good morning, @lknighton

 

It's great to see you back in the Community. Let me share some details that may help you out. 

 

I recommend reviewing these guides below about tracking with your accountant to see which would be best for your business. 

 

 

I hope this helps. If you have any other questions or concerns, don't hesitate to ask. Have a great day!