You should tag each transaction with a class tracking tool to filter it later without searching through memos.
Before setting up and using classes, you need to enable the feature in your preferences.
- Open your company file.
- Go to the Edit menu, then click Preferences.
- Choose Accounting, then go to the Company Preferences tab.
- Select the Use class tracking for transactions checkbox.
- Once done, click OK.
After enabling it, you can create classes for Employee A and Employee B. Please follow these steps:
Go to the Lists menu, then select Class List. From the Class dropdown menu, select New. Enter the class name. Once finished, select OK to add the class.
Once you have set up your classes, you can assign them to your invoice transactions. This assignment allows you to generate reports that compare balances across different segments of your business.
If you have further questions about QuickBooks, don't hesitate to reach out to us.
