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k_parrish-live-c
Level 1

How do I create separate units? I have 3 rental units and need to track separately.

 
2 Comments 2
4Gal
Level 11

How do I create separate units? I have 3 rental units and need to track separately.

You can use the Class or Location feature in QBO Plus vs use QB Desktop 2024 Pro Plus to manage 3 company files.

JorgetteG
QuickBooks Team

How do I create separate units? I have 3 rental units and need to track separately.

It's great to have you here in the Community, @k_parrish-live-c. I'm here to help you track multiple properties in QuickBooks Online (QBO). 

 

As 4Gal suggested, in QBO, you can use the class tracking feature. Once enabled, you can add all the properties to your class list and assign them when you record any transaction. This feature helps you track income, expenses, and profitability by segments and organize transactions by class. 

 

To enable class tracking, follow these steps: 

 

  1. Go to the Gear icon and select Account and Settings
  2. Select Advanced and then Categories to edit the settings. 
  3. Check Track classes and Warn me when a transaction isn’t assigned a class.
  4. Under Assign classes, select One to entire transaction or One to each row in transaction.
  5. Click Save, then Done.

 

Once done, you can create and manage classes in QuickBooks Online and whenever you'll create a transaction, there will be a Class field where you can tag a class to a transaction accordingly.

 

In addition, I've included a detailed resource that can help you manage classes in QBO: 

 

 

If you have any other queries, feel free to leave a reply below. I'm available to assist you at any time. Have a great week ahead, and stay safe.

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