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lily8
Level 1

Hi. I'm running e-commerce business. such as through Yahoo, Amazon. i want to differentiate sales by different platform. in invoice manually dont have acc code

 
1 Comment
MaryAnn_E
QuickBooks Team

Hi. I'm running e-commerce business. such as through Yahoo, Amazon. i want to differentiate sales by different platform. in invoice manually dont have acc code

Hi @lily8,


If you're using QuickBooks Online Plus or Advanced, you can use the Class tracking feature. This way, you can differentiate sales and organize transactions depending on your business needs.

 

To turn on class, here’s how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Select Advanced. Click the Edit ✎ icon in the Categories section.
  4. Choose Track classes.
  5. Select Warn me when a transaction isn’t assigned a class (Optional).
  6. Go to the Assign classes drop-down, then choose One to the entire transaction or One to each row in the transaction.
  7. Hit Save, then l.


Refer to this article for outlined details to set-up and track your class list in QuickBooks: Get started with class tracking in QuickBooks Online.


Alternatively, you can also use the custom field feature to track the information that matters most to you and your customers. Refer to this link on how to do this: Create, add, and edit custom fields in QuickBooks Online Advanced


You can always go back to this thread if you need more help with managing your account. Take care.

 

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