I can share some information about handling your transactions and running your reports, @DMC14.
You can use class for your transactions. Then you can create a class report to show all your income and expenses related to a class.
To manage classes:
- Go to the Lists menu and select Classes.
- Add a new class by clicking the + menu at the bottom of the list. Or control-click anywhere in the list and choose New Class from the shortcut menu.
- Enter a name for the class.
- Click OK once done.
Once done, you can go to each of your transactions to add a class. Then, when running your reports you can filter them by Class.
For more information about class tracking in QuickBooks, how to use and what transactions you can assign a class, check out this article: Set up and use class tracking in QuickBooks Desktop.
You may want to run and customize reports by class in QBDT. This article will guide you through the steps: Filter, sort, or total reports by Class.
Let me know if you need further help in managing your transactions and running your reports. I'm always here to help. Have a great rest of the day!