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tmcdaniel5615
Level 1

We have a plumbing company with multiple areas that we label as a department. Each department has multiple employees. I need to track sales by department and employee.

 
2 Comments 2
Pete_Mc
Community Champion

We have a plumbing company with multiple areas that we label as a department. Each department has multiple employees. I need to track sales by department and employee.

You can use Location and/or Classes to track the different areas.

 

Here's one link discussing how to set it up:

https://quickbooks.intuit.com/community/Help-Articles/How-to-set-up-and-use-class-and-location-track...

 

And it's not as bad as you may think to set up when you first look at it.  And it will ultimately let you get the reports you want.  In the one business I use Classes I find that some entries tend to drop the Class and not warn you.  So every so often I'll run a Report on Unclassified and see what got lost.  (Usually only a couple of items.)

IamjuViel
QuickBooks Team

We have a plumbing company with multiple areas that we label as a department. Each department has multiple employees. I need to track sales by department and employee.

Pleased to have you here, @tmcdaniel5615.

 

@Pete_Mc is correct! I'd be delighted to walk you through in turning on your ability to track your sales per department and employee.

 

First, let's turn on your Class and Location (Territory) Tracking features. Once this feature is turned on, you 'll have Here's how:

  1. Click the Gear Icon.
  2. Choose Account and Settings.
  3. Select Advanced.
  4. Click the pencil icon next Categories.
  5. Mark on the Track Classes or Track Locations tick boxes.

Once completed, let us proceed with creating a Class or Territory list. Here's how:

  1. Go to the Gear Icon.
  2. Select All List.
  3. Choose either Classes or Territories.
  4. Hit New.
  5. Enter the Name of the Class or Territories.
  6. Click Save.

That should do it! This should get you going in tracking your sales by department and employee.

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