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Lisa265
Sep 26, 2022 10:17 AM UTC
Question

Setting up departments

We are a charity and receive grants from numerous funding bodies so need to set up departments to allocate specific funding too. This was straight forward when we used Sage, however, I can't find any information as to how to do this in Quickbooks.

 

1 reply

GeorgiaC
Sep 26, 2022 12:20 PM UTC

Hi Lisa265, thanks for joining the QB Community - you can create and manage classes in QB Online Plus to track grants and income relating to different departments, You can create up to 40 classes at a time, and these are assigned at a transactional level (if your transaction is split over multiple lines, you can assign a different class to each). You'll then have access to specific reports such as the Profit and Loss by Class, Sales by Class Detail, and Purchases by Class detail, and can filter reports by the class to see the specific grant that you're looking for. 🙂

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