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leopold-hugotech
Level 1

How to create a department in QuickBooks Plus?

How to create a department in QuickBooks Plus?
2 Comments 2
Fiat Lux - ASIA
Level 15

How to create a department in QuickBooks Plus?

Utilize the class tracking feature

https:// quickbooks.intuit.com/learn-support/global/class-list/turn-on-class-tracking-in-quickbooks-online/01/512331

 

CharleneMaeF
QuickBooks Team

How to create a department in QuickBooks Plus?

Thanks for choosing QuickBooks in managing your business transactions, leopold-hugotech. I'm here to assist you in creating departments.

 

QuickBooks Online offers the Class tracking feature that can help you track your transactions by department. You can check out this article to know if this is the right one for you: Get Started with Class Tracking.

 

To turn on this feature, please see these steps:

  1. Go to the Gear icon and then select Account and Settings.
  2. Choose the Advanced section, then select Categories.
  3. Turn on the Track classes button.
    1.PNG
  4. Select Save, then Done.

 

Aside from class tracking, QuickBooks also has other features that might be more specific for your tracking and reporting needs:

  • If you do business in multiple locations, you can use Location tracking instead. This is a more specific way of tracking your sales, purchases, and profitability by business location.
  • If you work on projects, use the Projects feature to track your job costs and income. 
  • If you want to classify the things you sell, group them into different categories. This way of grouping gives you a clearer picture of your sales.

 

In case you've decided to use the Class tracking feature, I've added these resources that'll help you organise your transactions and run reports by classes: 

 

You can always count on me if you have more questions about managing your transactions by the departments. I'd love to help you some more. Take care!