Work around using QB online

ilovelotty · ‎March 21, 2019

I have a small client that sells art. Originally I was going to set up her income accounts like this:

Income

Retail

Daily Sales

Exhibit Income

Hickem Fair

Kapiolani Fair

Kiosk

Etc.

Graphic Arts

Painting Classes

Private lessons

Retreats/Cruises

Web page Income

Wholesale

Treasure Island

Etc.

But I just realized that we don't have the ability to use location or class with QB online.

So I am looking for a work around.

I am wondering if I can set up daily sales and the exhibits as customers and the same with the wholesale clients. Would this work? She does not invoice but brings everything in on receipts. Any other ideas would be appreciated.

GlinetteC · ‎March 22, 2019

Hello, iilovelotty.

We can set up Daily Sales and Exhibits as customers and sub-customers.

How to add a customer and sub-customer:

Go to Sales menu.
Choose Customers.
Click on New customer and enter income account name.
Hit Save.

To add a sub-customer:

Go to Sales menu.
Choose Customers.
Hit New Customer.
Enter the sub-account information and select Is sub-customer.
Choose the income account name by clicking on the drop-down arrow.
Click Save.

Let me know if you have other questions, I'm always here to help.

View solution in original post

RaymondJayO · ‎March 22, 2019

Hi there, @ilovelotty,

Thanks for letting me know that your client is using QuickBooks Online (QBO) Simple Start.

Using class and location tracking to categorize your income and expenses is only available in the Plus version of QBO. For more information, here's a great article you can refer to: Set up and Use Class and Location Tracking.

You might want to check the features of each version and their prices through these links:

If you find the other versions greater benefits, I'd suggest upgrading your QBO subscription. By doing so, you'll get more features to fit your business needs. It also helps you run your business smoothly.

I'm here anytime you have other concerns, @ilovelotty. Wishing you and your business continued success while using QBO.

View solution in original post

GlinetteC · ‎March 22, 2019

Hello, iilovelotty.

We can set up Daily Sales and Exhibits as customers and sub-customers.

How to add a customer and sub-customer:

Go to Sales menu.
Choose Customers.
Click on New customer and enter income account name.
Hit Save.

To add a sub-customer:

Go to Sales menu.
Choose Customers.
Hit New Customer.
Enter the sub-account information and select Is sub-customer.
Choose the income account name by clicking on the drop-down arrow.
Click Save.

Let me know if you have other questions, I'm always here to help.

View solution in original post

Aleh - CloudBusiness · ‎March 22, 2019

Hello ilovelotty,

Just two cents to remind that you can perfectly use either class or location or both within the Sales Receipts and track that by the means of reports.

ilovelotty · ‎March 22, 2019

Sorry for not being clear. My client only has simple start not the full QB online.

RaymondJayO · ‎March 22, 2019

Hi there, @ilovelotty,

Thanks for letting me know that your client is using QuickBooks Online (QBO) Simple Start.

Using class and location tracking to categorize your income and expenses is only available in the Plus version of QBO. For more information, here's a great article you can refer to: Set up and Use Class and Location Tracking.

You might want to check the features of each version and their prices through these links:

If you find the other versions greater benefits, I'd suggest upgrading your QBO subscription. By doing so, you'll get more features to fit your business needs. It also helps you run your business smoothly.

I'm here anytime you have other concerns, @ilovelotty. Wishing you and your business continued success while using QBO.

View solution in original post

ilovelotty · ‎March 22, 2019

Thanks so much. I did finally figure that out. Because she has a very simple accounting system there are many things in the next levels that she would not make use of. So I am going to try a work around to see how that works.

RaymondJayO · ‎March 22, 2019

Thanks for getting back to us, @ilovelotty.

I appreciate you figuring out the main reason your client has no class and location tracking option.

You can also stay in touch with me how it goes after performing the workaround, @ilovelotty. I'll be around to help. Cheers!

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Work around using QB online