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Best answer May 25, 2021
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Good to see you in the Community, MALang.
I'll share a solution that may help you with this situation.
You can add the other details as a sub-class and assign these classes on each item when you create a transaction.
Here's how:
- Go to Lists > Class List.
- Select the Class drop-down menu and choose New.
- Add the class name and check the Subclass of box.
- Choose the main class from the drop-down menu and hit OK.
Once done, follow these steps to add the Class column on an invoice:
- Click Customers > Create Invoices.
- Go to the Formatting tab, and click the Customize Data Layout.
- Select the Columns tab.
- In the Class section, put a check mark on the Screen or Print box.
- Hit OK.
Please see this sample screenshot for a visual guide:
After adding the Class option, you will see the class column where you can select the sub-classes you created. Here's a sample screenshot on what it would look like when you run a Profit and Loss by Class report:
To learn more about the class tracking feature, you can read this article: Set up and use class tracking in QuickBooks Desktop.
Please let me know if there's anything else you need. I'll be around to help you out again. Have a great day!
Good to see you in the Community, MALang.
I'll share a solution that may help you with this situation.
You can add the other details as a sub-class and assign these classes on each item when you create a transaction.
Here's how:
- Go to Lists > Class List.
- Select the Class drop-down menu and choose New.
- Add the class name and check the Subclass of box.
- Choose the main class from the drop-down menu and hit OK.
Once done, follow these steps to add the Class column on an invoice:
- Click Customers > Create Invoices.
- Go to the Formatting tab, and click the Customize Data Layout.
- Select the Columns tab.
- In the Class section, put a check mark on the Screen or Print box.
- Hit OK.
Please see this sample screenshot for a visual guide:
After adding the Class option, you will see the class column where you can select the sub-classes you created. Here's a sample screenshot on what it would look like when you run a Profit and Loss by Class report:
To learn more about the class tracking feature, you can read this article: Set up and use class tracking in QuickBooks Desktop.
Please let me know if there's anything else you need. I'll be around to help you out again. Have a great day!
Hey there, GusV.
I appreciate the sample screenshot you've provided. As referenced by my peer above, you can add the classifications and assign them to your transactions.
Here's how you can create a sub-class:
- Click Lists at the top menu bar and choose Class List.
- Press CTRL + N keys on your keyboard to create a new class.
- Enter the Class Name and tick the box for Subclass of option.
- Choose the Main Class and hit OK.
You can repeat the steps above in creating these classes for the Southwest and Midwest regions. Once done, assign these classes to your transactions and pull up the Profit & Loss by Class report. See the sample screenshot below:
I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Should you need additional assistance, please let me know. I'd be more than willing to lend a helping hand. Have a good one.
