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1 reply

M
MirriamMQuickBooks Team
QuickBooks Team
April 28, 2021

Hi there, @jo-millyincdxb-c.

 

If you're referring to assigning different product/services when creating bills or expenses, then, yes, you can. You have the option to select which item the transaction is associated with.  

 

To know more about creating bills and expenses, see this article: What is the difference between bills, cheques, and expenses?.

 

Let me know if you mean something else or have follow-up questions about this by leaving a comment below. I'm always here to help. Have a great rest of the day.

J
jo-millyincdxb-cAuthor
April 29, 2021

Hello

 

Thank you for your answer.  My issue is that I have one company but we run two different brands from it.  So some expenses (eg COS materials) could be for one brand or another and so I want to differentiate - also, there are some expenses that are just for the business itself (eg company stamp, licencing fees etc).  I am not sure how to do this so at present all of my expenses are all lumped together.

 

Can you help?

L
LollyNino_CQuickBooks Team
QuickBooks Team
April 29, 2021

I'd be glad to help you set up your class tracking, @jo-millyincdxb-c. 

 

You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in the "Change how you tag a class in customer transactions" section.

 

Let's make sure to turn this feature on by following these steps:

  1. Select + New.
  2. Select the type of transaction you want to record.
  3. Add the details of the transaction.
  4. Assign a class:
    • To assign one to the entire invoice or receipt, select the class ▼ drop-down at the top (if you set One to the entire transaction).
    • To assign one to each item (or row), add the class in the Class column (if you set One to each row in the transaction).

    • Need a new class? Select + Add new at the top of the drop-down list to quickly create a new one.

  5. Save your transaction.

Check out our class tracking overview to learn if it’s the right tool for you and how to get started. You must turn on class tracking before you can begin to use classes.

 

Let me know if you have any questions. I'm here to help! 

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