cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
JaeAnnC
QuickBooks Team

Reply to message

It's nice to see you in the QuickBooks Community, @cagey87. I'll be happy to share insights on how to easily track sales promotions on reports in QuickBooks Desktop (QBDT).

 

In QBDT, you can use the Class feature to track transactions you want to keep a close eye on, such as sales promotions.

 

If you haven't yet, let's enable class tracking in your account. Here's how:

 

  1. Go to Edit and select Preferences.
  2. Click Accounting and go to the Company Preferences tab.
  3. Tick the Use class tracking for transactions checkbox.
  4. If you want a reminder when you haven't assigned a class to a transaction, check the Prompt to Assign Classes box. Click OK.

 

Then, create a Class for your sales promotion transactions. Please refer to the steps below.

 

  1. Go to Lists and select Class List.
  2. Click the Class dropdown and select New.
  3. Enter a Class Name and hit OK.

 

Once done, assign a class to your sales transactions by clicking the Class dropdown icon. Get detailed information about classes by reading this article: Set up and use class tracking in QuickBooks Desktop.

 

Since class tracking can be utilized in various transactions, it makes it more effortless for you to generate reports to compare the balances across multiple departments, locations, or classes. To do so, see this reference for the step-by-step guide: Filter, sort or total reports by Class.

 

Moreover, you'll be interested in creating a sales order in QBDT to record a sale you plan to fulfill in the future. Doing so helps you monitor the items you pledged to customers.

 

Let me know whenever you have clarifications about tracking sales promotions on reports in QBDT. The Community is open anytime to assist you further. Stay safe and have a nice day ahead!

Need to get in touch?

Contact us