How do I add classes to each line item on a check or invoice or sales receipt?

We will need to turn on the Class feature and pick One to each row in a transaction under the Categories section, Tfarkas1.

Whenever you enter a check, invoice, or sales receipt, we can assign a different class to each line item and associate it with multiple projects.

It’s like giving each line item its own personal tag so we can see where money is coming from or going, no matter how complex the transaction is.

Follow these steps to turn on the feature.

1. Go to the Gear icon and click the Advanced tab.
2. In the Categories section, ensure that you select the option for One to each row in a transaction.
3. Next, click Save and Done.
   

Next, assign classes to your transactions. For instance, create a check and add a class for one line item related to Project 1 and another class for labor associated with Project 2.

See the Sample illustration below:

Additionally, we can generate reports, such as a Profit & Loss by Class report, that show the income and expenses for each project individually.

Feel free to add your comment below if you have other concerns.