You’ve come to the right place, vanessa.nzoudja.
Yes, you can attribute one transaction to your 2
classes without duplicating the operation. Please take note you can choose this option if the classes are not related with each other. To achieve
this, let’s select One to each row in
transaction in the Assign
classes section in the settings. Let me guide you how.
- Go to the Settings (Gear) icon at the upper right.
- Choose Account and Settings under Your
Company.
- Go to Advanced from the left menu.
- Select the Categories section, then choose Track classes.
- Check the Warn me when a transaction isn’t assigned a class box.
- From the Assign classes drop-down, choose One to
each row in transaction.
- Choose Save.
- Click Done.
The first screenshot below will show you the
last six steps.
Once done, you’ll have the option to select two
classes on the transaction’s
line items. Check out the second screenshot below for your visual reference.
For more information about class tracking in the
program, go through this article: https://community.intuit.com/articles/1776444.
Also, you can create sub-classes if the two
classes are correlated with each other. You’ll first have to determine the parent
class before setting up the sub-classes. Here are the steps:
- Go to the Settings (Gear) icon at the upper right.
- Choose All Lists under Lists.
- Select Classes.
- Click New.
- Enter a Name for this class.
- Check the Is sub-class box and choose the parent class.
- Click Save.
The third screenshot below will show you the
last four steps.
You can run
reports by class to help you review your sales, expenses, or profitability
by business segment.
I’ll be right here to help if you need further
assistance. Have a great day.
