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September 20, 2020
Question

I would like to add a dba to my QB online account and keep expenses and income trackable separately. Is this possible?

  • September 20, 2020
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1 reply

September 21, 2020

Hello MGA,

 

Being able to track business income and expenses as needed is a unique process for each set of books. I'd be happy to go over the options for setting up your business in QuickBooks Online so to determine if it can be done in a way that meets what you're looking for here.

 

When you're setting up or editing your company information in the Account and settings area through the Gear icon, the Company tab includes a few ways you can enter your business's details. The Company name section in particular includes Company name and Legal name fields, but in this case, they won't quite be what you're looking for. The Company name is used on customer and vendor forms, whereas the Legal name is for tax forms.

 

A feature you can consider using is Location tracking. With this option, it's possible to set up different names for offices, departments, and other location-based details. You can even set up customized sales forms for specific locations. Learn all about how this feature works here: Set up and use location tracking

 

If that doesn't quite meet your needs, I recommend checking in with the Apps tab. Here, you can browser partner apps that connect with QuickBooks to enhance what the product has to offer in terms of managing your data.

 

I also welcome you to submit feedback using the steps here: How do I submit feedback? This alerts our product development team to the features that QuickBooks Online users are looking for.

 

I hope that helps!