QuickBooks Team

Reports and accounting

Hello there, @Hope CTHC.


Let me provide additional information so you'll be able to track the transactions related for each partner.


Here's how:

  1. Go to the List, then select Class.
  2. In the class List window.
  3. Click the Plus icon, the new class pop-up window
  4. Enter the class name.
  5. Click Ok.

Once completed, make sure to assign each classes to all transactions that you create in QuickBooks. Doing so will enable us to determine the income and expense for each partner.


For your future reference, you can read this article: Filter, sort or total reports by Class.


If there's anything else I can help you with, feel free to comment or post again here in the Community!