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Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

I have just setup a new corporation, and operate 5 dba's under the corporation.

These dba's are reflective of 5 different events/projects that we produce. I want the ability to record transactions, and track profit and loss for each event/project separately, but under the one main account to have an overall view of the business.

Is there a way to do this in Quickbooks under the main corporate account without setting up separate Quickbooks accounts for each project? I want the ability to see how profitable each event/project is for evaluation and funding purposes.

I have setup separate bank accounts for each dba.

I hope this makes sense.

Thanks,
Chris


Solved
Best answer October 15, 2018

Best Answers
Highlighted
Level 6

Is there a way to setup several dba's under one business account in Quickbooks?

Yes, use the class feature under the gear>company settings>advanced.  You will have to classify every transaction, but you will be able to run separate P&L's for each dba, aka class.

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Highlighted
Level 6

Is there a way to setup several dba's under one business account in Quickbooks?

Yes, use the class feature under the gear>company settings>advanced.  You will have to classify every transaction, but you will be able to run separate P&L's for each dba, aka class.

View solution in original post

Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

Thank you Lynda. So, basically for each transaction you select from a list which class (for our purpose - event) the transaction is for.

And we can have a separate bank account linked to each class, correct?
Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

I currently run several company files for multiple LLCs that have rental homes. Right now income and expenses are classed by unit. Can I have another class for the LLC so I don’t have so many company files?

Highlighted
QuickBooks Team

Is there a way to setup several dba's under one business account in Quickbooks?

Hi there, shoutstudio.

 

Thanks for your getting back to us. Allow me to help and provide some additional information about Class in QuickBooks Online (QBO). 

 

To answer your question, Yes. You can use the separate bank accounts to each classes. I also suggest when you set up classes use the same name for each bank account so it'll easily identify the correct one when creating transactions.

 

 

For additional reference, you can check this article to learn more about Class feature in QuickBooks Online: Using Classes and Locations in QuickBooks Online.

 

Please know that I'm just a post away if you have any other questions about Class. Wishing you and your business continued success. 

Highlighted
QuickBooks Team

Is there a way to setup several dba's under one business account in Quickbooks?

Hello, CLR.

 

Thanks for joining this thread. 

 

Class feature help you to track different departments, across states or in a different properties. It is recommended to set up different company files for every business entity, to avoid any discrepancy on your books . 

 

You may also consult an accountant to check other option and to ensure your books are accurate. 

 

To learn more about Class feature, you can check the article on my first post above. 

 

Please know that you're always welcome to post here in QuickBooks Community if you have any other concerns. Have a good one. 

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

If I have my separate dbas distinguishable by class in quickbooks, is there a way to have each dba's name appear on invoices sent to customers of that department, aka dba, aka class?  Thanks.

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

Hi, hope it's ok to jump in with a related question.  If I have my separate dbas distinguishable by class in quickbooks, is there a way to have the different dbas' name appear on invoices sent to customers of that department, aka dba, aka class?  Thanks.

Highlighted
QuickBooks Team

Is there a way to setup several dba's under one business account in Quickbooks?

Hello mvrock66, 
 

For now, classes or DBA names can't be visible on the invoice sent to your customers.

I suggest sending us your feedback. Just click on the Gear icon at the top right corner and then select Feedback

 

However, here's a workaround on how you can manually enter DBA names as class to appear on the invoice:

  1. Click the Gear icon then Custom Form Styles.
  2. Click on New Style, choose Invoice.
  3. Choose the Content tab then click the template header.
  4. At the bottom of the page click the Custom field link.
  5. Put a check on the box and Custom name of your preference (example: DBA).
  6. Click Done.

Then, let’s create a dummy invoice to be sent to your own email to check the invoice display. Make sure to input the class name at the customized field.

 

For you to track the profit and loss report per class, select the class under the CLASS column.

 

Don't hesitate to reach out to us if you have other concerns. Have a good one!

Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

What if you want to invoice separately with a custom invoice for each DBA?  We are finding that 

EX - I setup 4 templates inside Co A.  for Companies B,C,D & A.  When I was done, since Co D was my last one, the Company A name changed to Co. D and all templates now had the company name of Co D.  

Highlighted
Moderator

Is there a way to setup several dba's under one business account in Quickbooks?

Hey there, @JL8800. Thanks for joining the thread.

 

I'm here to provide some input about utilizing different Invoice Templates for different types of transactions. While you can add multiple Invoice Templates, you can't assign them to classes. That being said, you can easily switch which Template to use on an Invoice by following the steps I've provided below:

 

  1. On the Invoice screen, click Customize.
  2. Choose the Template you'd like to use for the current Invoice.

 

 

 

That's it! Please touch base with us here if there's anything else you need, I'm determined to ensure your success. Have a wonderful week!

Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

Management has books for 4 differnet LLCs.  They asked to combine into 1 QB account and seperate each entity by class. We invoice from 1 of the locations, the others are reataurants (with dedicated payrolls and bank accounts).  Can this be done? I have my reservations, why speficifally is this not possible? Thanks

Highlighted
Moderator

Is there a way to setup several dba's under one business account in Quickbooks?

Thanks for joining this conversation, @Cab3.

 

If you have different LLCs, it is highly recommended to set up different company files for every business entity. This is to avoid any discrepancies in your books, as well as reporting taxes.

 

However, if you wish to proceed with doing so, you can consider using the class tracking feature in QuickBooks Online (QBO). This will help you assign a class for each line item or to the entire transaction.

 

Here's how to turn on the feature:

 

  1. In QBO, go to the Gear icon at the top right to get to the Account and Settings
  2. Select the Advanced menu at the left pane, then tick the Pencil (edit) icon in the Categories section. 
  3. Place a checkmark in the Track Classes box.
  4. In the Assign classes drop-down, pick whether One to entire transaction or One to each row in transaction.
  5. Hit Save and Done

 

For more information, consider checking out these articles:

 

 

Please know that I'm only a post away if you have any other issues or concerns, and I'll get back to you right away. Have a great weekend!

Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

so I was trying to do this but it would change all the information under my quick books in general as I have a logo for company A and changed the company name as well 

Highlighted
Moderator

Is there a way to setup several dba's under one business account in Quickbooks?

Hi there, @DJ Dro

 

I can see the importance of having this feature for your business needs. I'll take note of this one as feedback, and submit it to our Engineering team to improve your QBO experience. 

 

To learn what's new in the product that can help your business, you can visit the QuickBooks Blog.

 

Don't hesistate to comment below if you have other questions. I'm always here to help. Take good care!

Highlighted
Level 1

Is there a way to setup several dba's under one business account in Quickbooks?

Hi 

 

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

I have the same question/issue. Our company runs 3 different businesses (LLCs) in one Quickbooks, each with a different company file. I have to switch back and forth between these 3 all day and have to log in to each one separately. I understand for accounting/tax purposes it is important to have 3 separate company files, but it would definitely make it much more user-friendly if there was just one log in for Quickbooks and switching between company files was just a one-click operation. I am constantly in the middle of doing something in one company when my boss comes along and asks about something in another company. It may seem trivial but when you are doing this dozens of times a day it wastes time not to mention it's quite annoying. Just my input for future improvements to the program which make it easier to use.

Highlighted
QuickBooks Team

Is there a way to setup several dba's under one business account in Quickbooks?

You'll be glad to know that you can sign-in to your 3 different LLCs with one user ID and password, Sheberg.

 

If you're using 3 different email address or user ID, you can send an invite as another user to the other 2 companies. When you do, you'll simply click Sign in and enter the same login credentials of the first LLC.

 

Let me show you how:

 

Step 1: Invite a user

  1. Click Settings ⚙, then Manage Users
  2. Select Add user.
  3. Select the user type you want to create. More options will appear on the screen depending on the user type you select.
  4. Enter your username and email address (first LLC), then click Save.

Step 2:Check your email and you'll get a link from us.

 

  1. It has your business’s name and a message, click Let's go!”.
  2. Scroll all the way to the bottom and look for the small text that says “Adding a company to an existing account?” Select Sign in next to this. 
  3. When asked, enter the same ID and password you already use for QuickBooks.

You can perform Step 1 and 2 for the third company. Once you have multiple companies, click Settings ⚙️, then choose Switch company

 

I've added this link for additional information: Sign in to multiple QuickBooks Online companies with one user ID.

 

If you need to add more companies, you can add them under the existing user ID.

 

Stay in touch if you need anything else about managing your companies in QuickBooks. I'm always around to help you.

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

Thank you so much! We do not use 3 different email addresses. They are all under the same email address but are set up as 3 different company files. When I switch between them I have to go to "File > Open Previous Company > then I choose the company file and have to enter the password for that company. Instead of just clicking on it and it opening the company immediately. Again, trivial, but I'm constantly doing this all day. Thanks again!

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

Oh dear, I just realized I may have posted my original post in an incorrect thread. I am not using Quickbooks Online. I am using QuickBooks Desktop Pro 2019. This is where I am having to constantly switch companies. Is there a simple fix for this?

Highlighted
Moderator

Is there a way to setup several dba's under one business account in Quickbooks?

Hello again, @Sheberg. I appreciate your prompt response and providing additional details. 

 

In QuickBooks Desktop, the process to switch from one company file to another is by going to the File menu at the top and clicking Open Previous Company which you are currently practising. From there, a window will pop-up with the list of companies that are under your account. 

 

The good thing is, you can now switch to another Company File without a need to re-enter your login credentials. You'll only be required, if you have explicitly logged off from the Company File or when the login period set has expired.

 

Moreover, please know that this feature is not an option if your file is on a hosted environment that uses roaming profiles.

 

To set up your account, here's what you'll need to do:

  1. Go to the Edit menu at the top. 
  2. Choose Preferences
  3. Tap General, then Company Preferences.

For more information about this process, see this resource: Stay logged in to QuickBooks company file (sign in without entering your password).

 

If there's anything else you need help with, let me know by commenting below. You can count on me. Have a nice day.

Highlighted
Level 2

Is there a way to setup several dba's under one business account in Quickbooks?

Thanks SO much! That is exactly what I needed!

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