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

Note: Only Admins and Standard-All users in QuickBooks 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.

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 and find the dimension you want to edit.
3. Select the down arrow ▼, then select Edit.
4. 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 classes. 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.
   (Note: you can choose to fill in as many dimensions columns as you want; they are optional)
4. Save or send your transaction.

Step 3: Run reports by dimensions

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

Note: Dimensions are only available on reports with the New Enhanced Experience badge.

See your profitability by dimensions

1. Go to Reports and select Reports. 
2. In Business overview, find then run Profit and Loss by Dimensions.
3. Select Display, then select the dimension you want to segment your report by. This will show you totals for each dimension, any eliminations, 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 Summary, 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.