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BTCaccounting
Level 1

Is there a way to assign multiple classes to a single line item in Quickbooks for Mac?

Our company has been using Classes to track income and expenses related to various parts of our business for the past few years (on Quickbooks for Mac). For example, we may do a project for a client that involves graphic design, motion graphics, and a live event, so the invoice would be divided into these 3 line items, with an amount and the appropriate class assigned to each. Things are more complex now, and we're trying to figure out if we can basically do something similar to "tagging" that would allow a line item to get multiple "tags" or classes. For example, we'd like to know the total of our Live Events segment of the business, but within that, there might be motion graphics and graphic design portions specifically for that event. So we want those amounts to be trackable in terms of what were our graphic design totals across the company, whether for a live event or not, but also what was our total Live Event related income? I'm aware of sub-classes, but if we have a sub-class of Graphic Design under Live Events, then a separate Graphic Design category under another Class like Video Production, we wouldn't be able to see the Graphic Design totals, unless there's a report that would combine sub-classes I'm unaware of. Is there something either in Quickbooks for Mac, or even that'd be worth looking into Quickbooks Online for, that would help us accomplish this?

1 Comment 1
Rasa-LilaM
QuickBooks Team

Is there a way to assign multiple classes to a single line item in Quickbooks for Mac?

Hi there, BTCaccounting.


The Class tracking feature provides a customizable way to track specific expenses and categorize shared expenses across multiple accounts. I can see how important for your business to be able to tag multiple classes to a line item. To ensure your records are correct, that's why you can only assign one class per line item.

 

For more insights about this feature, see the following guide: Set up and use class tracking in QuickBooks Desktop.


Additionally, this article will guide you on how to classify your reports based on classes and sub-classes: Filter, sort, or total reports.


Feel free to visit the Community again if you have any other concerns. Please know I’m only a few clicks away for help. Have a good one.

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