Before utilizing this feature, let's figure out if the class and location tracking feature is enabled, @arwells57. I'll show you the steps by heading to the Gear icon.
The Class tracking feature will help us sort our financial reports into meaningful segments. If you are using QuickBooks Online Plus and the Advanced version, I'm happy to lend the step to you.
Here's how:
After that, create a journal entry, then add a class for each row. These should appear like the photo below:
Once done, you can enter the location from the + Add New option within the journal entry section. You'll want to know more about this function, here are several articles that will guide you further:
In the event you need to pull up your financial reports or view your balances by location, here are some fundamental ways to tailor your data: Run reports by class in QuickBooks Online.
Notify me again if you have other concerns while managing your accounting data in QuickBooks Online. Keep safe always.
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