Allocation of Expenses and Customers

Welcome to the Community, @DCLtd.

I'm here to help you allocate specific client work to specific employees and specific expenses to employees in QuickBooks.

To begin with, you'll need to assign them in to classes. However, you'll need to turn on class tracking before you can begin to use classes.

To assign them in class, here's how:

1. Click on the + New button.
2. Choose the transaction type you wish to document.
3. Input the transaction details.

• Assign a class: To assign a class to the entire invoice or receipt, use the class dropdown at the top (if set for the entire transaction).
• To assign a class to each item or row, enter the class in the Class column (if set for each row in the transaction).
• To create a new class, select + Add new at the top of the dropdown list.

1. Save your transaction.

For more detailed information about assigning classes in QBO, you can check out this article: Track your transactions by class in QuickBooks Online 

In addition to that, I've collected some relevant articles you can use to handle class tracking in QBO: 

• Get started with class tracking in QuickBooks Online
• Create and manage classes in QuickBooks Online

If there's anything else you need or questions about allocating specific client work to specific employees and specific expenses to employees in QBO, you can comment below, and we'll respond to you as soon as possible.