Hi I want to be allocate a department to a customer. We have three distinct departments in our business and I want to look at the individual performance.

Hello there, Fran. I can provide details on how you can manage and see each performance of your business departments.

In QuickBooks Online(QBO) Plus and Advanced, you can set up location tracking to help you categorize data from various locations, offices, or departments of the same company. You can see all the payments for a specific department and deposit them as a group. I'll guide you through the process. 

Let's begin by setting up your account. Kindly follow these steps:

1. Go to the Gear icon.
2. Select Account and Settings.
3. Navigate to the Advanced option.
4. Click the Categories section.
5. Turn on the Track locations. 
6. Switch to track Departments.
7. Hit Save, then Done.

Next, add a location. Here's how:

1. Go to Settings and select All lists.
2. Click Locations.
3. Choose New, then enter the name of the location you want to track in the Name field.
4. Hit Save.

For more detailed information about location tracking, please refer to this article: Set up and use location tracking in QBO.

Moreover, you can keep track of the performance in each department by generating a balance sheet by class or location report and filtering it by location.

1. Go to Reports.
2. Find and open the Balance Sheet.
3. From the Display columns by dropdown, choose Locations.
4. Click Run report.

I'll share these resources to help you have professional-looking sales forms and learn to receive and record customer payments.

• Customizing invoices, estimates, and sales receipts in QBO
• Recording invoice payments in QBO

Feel free to add a comment on this thread if you have further concerns about location tracking in QBO. We're always here to assist you.