Create and manage dimensions in Intuit Enterprise Suite

Learn how to use dimensions to track income, expense, or profitability by business segment. You can do this in Intuit Enterprise Suite.

Get specific insights you need to plan ahead. Track your transactions by departments, product lines, or any other meaningful segments in your business. When it’s time to run reports, you’ll get a clear picture of each segment’s financial health.

Step 1: Set up your dimensions list

Dimensions are auto-enabled for you. Here's how to set up your list.

Add a new dimension for a single entity

Note: Only Admins and Standard-All users can create dimensions.

1. Go to Settings and select Dimensions.
2. Select Create Dimension and enter a name.
3. (Optional) Add a sub-value:
   • For the first sub-value level, add the name.
   • For additional sub-value levels, select sub-value of and select the appropriate dimension. You can nest up to five dimensions.
4. Select Save.

To create more dimensions, select the back arrow to go back to the dimensions hub, then repeat the steps above.

Add shared dimensions for multiple entities

From your parent company, you can share and manage standardized dimensions across multiple companies. This is helpful for Intuit Enterprise Suite accounts with multiple child companies, cleaning up dimensions so you can track financial performance across your business.

1. Go to Settings and select Dimensions.
2. Select Create dimension.
3. Enter a name for the dimension. By default, the dimensions are shared across all the companies you have access to.
4. In the Select companies to share dropdown ▼, choose one or more of your companies, or choose Select all.
5. Select Save.
6. (Optional) On the new dimension page, select Add value. Then, enter a name for the dimension value.
7. Select Save.
8. (Optional) On the dimension value row, select Add value. Then, enter a name for the new sub-value.
9. Check the box for Sub-value of then choose the parent dimension value in the dropdown menu.
10. Select Save.

Once you’re all set up, you can start to track your transactions by the dimensions you just created.

Edit a dimension

1. Go to Settings and select Dimensions.
2. Select a dimension card.
3. Select More actions ▼ to Edit share settings, Rename dimension, or Make inactive.
4. To edit a value or sub-value, select the down arrow ▼, then select Edit.
5. Make any needed changes to the name or sub-value, then select Save.

Step 2: Track your transactions by dimension

After you set up your dimensions, you can organize your transactions with those same dimensions. You can add these dimensions to the row or item within a transaction. 

Here’s how to tag a dimension to each row in any transaction.

1. Select + New then select the type of transaction you want to record.
2. Fill out the transaction as you normally would. 
3. Add the dimension values in the respective column. Optionally, you can hover over the dimension to select either:
   • Apply to all: this applies the chosen dimension value to every line item. This action overwrites values already added in other line items.
   • Apply to empty: this applies the dimension only to line items that currently don’t have a dimension value.
4. Save or send your transaction.

Step 3: Run reports by dimensions

You can run reports for one dimension using the display options, and filter by multiple dimensions.

Note: Dimensions are only available on reports the launch in the Modern View.

See your profitability by dimensions

Follow this link to complete the steps in product.

1. In Business overview, find and open the Profit and Loss report
2. Select Display, then select the dimension you want to segment your report by. This will show you totals for each dimensional value, and grand totals. Or, select Filter, then select your dimension type. Then select one or multiple dimensions you need. This groups your income, expenses, and net income by the dimension(s) you selected.

See transactions and balances by dimensions in other reports

You can also customize some reports, like Sales by Customer Type Detail, to group info by dimensions.

To do this, go to the top of a report:

1. Select Columns then search for and select Transaction.
2. Select Line Items and find Dimensions.
3. Select the dimension you want to filter for your report.