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Join nowAn artist sells at shows, by website, galleries and shops. I'd like to set up each one with a class to be able to see how each venue is performing (eg Income-sales-website, Income-sales- gallery #1, Income-Sales-show #2.) I do not use invoices as I record transactions after they have happened (via receipts and bank statements.) I have turned on classes. Do I now have to change the sales receipt via the layout designer?
QBDT2020 MacOs10.14.6
Martha
You're already on the right track in setting up classes for each sales venue in QuickBooks Desktop (QBDT) for Mac, @MarthaCR.
After you turned on the class tracking feature, you're now set to customize the sales receipt via the Layout Designer tool. With the said tool, you can create form templates in line with your (the artist's) brand. I can guide you how.
You can refer to this article for the step-by-step guide on how to add form fields, resize columns, customize form templates (i.e. adding logos, format text, and move stuff), and envelope preferences: Customize form templates in QuickBooks Desktop for MAC. It also includes answers to the most frequently asked questions about the said topic.
Additionally, the system offers a variety of class tracking reports to see and monitor how each artist's venue is performing. You can refer to this article on how to effectively filter, sort, or total a report by class in QBDT for Mac: Class tracking reports. It includes reports like AR Aging Detail and P&L to name a few.
Feel free to leave a comment below if you have follow-up concerns regarding the class tracking feature in QBDT for Mac. I'll be right here to help. Keep safe.
OK, I see how this works. I was thinking by using classes I would see the Income sales accounts show each venue's income. I had set up each venue as a separate income account or sub account. (see below) I guess I should eliminate all of these different income accounts and use classes instead.
Still waiting for a comment on the previous question. In the meantime, I (think I) set up the sales receipt for classes and do not see a change on the receipt shown on the screen. So how do I link the transaction to the class?
Thanks for the quick reply, @MarthaCR.
I'll show you how to link the sales receipt to classes in QuickBooks Desktop (QBDT).
Before linking the transaction, make sure that you use the exact template you've created previously. Also, there's a class created so you can link it.
Here's how:
After that, you can access the class reports provided by the colleague above. This way, you can review the transactions you've entered into the system.
You can also memorize the report to save time since it automatically updates every time there are newly added transactions. For more information, visit this article: Create, access, and modify memorized reports.
Additionally, please browse the article about the How to Do I questions in QBDT for your forthcoming tasks: Help Articles.
Let me know if you have other questions about managing classes in QuickBooks. I'll be here to help as much as I can. Have a good one.
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