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cafecabinets
December 4, 2024
Question

Can I send invoices with different branding? I have 2 DBAs on the same books, different customers know my business by different names.

  • December 4, 2024
  • 1 reply
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1 reply

M
MirriamM
December 4, 2024

You can manage multiple companies within your QuickBooks Online (QBO) account, cafecabinets. However, a separate subscription is needed to accurately manage each company.

 

To send invoices with different branding, you can use the Class or Location Tracking feature. This will give you the ability to classify or separate the transactions for each DBA.

 

To turn on Class or Location tracking, here's what you'll need to do:

 

  1. Go to the Gear or Settings ⚙ icon and select Account and settings.
  2. Proceed to the Advanced. tab and look for Categories.
  3. Click the Edit ✎ icon in the right-hand corner.
  4. Select the checkbox to track classes and locations.
  5. Click Save, then choose Done.

 

 To set up or add a location that represents each DBA, follow these steps: 

 

  1. Go back to the Gear or Settings ⚙ icon and select All lists.
  2. Choose Locations. and click New.
  3. Add the Name of the location you want to track.
  4. Select Save and close.

 

After that, you can create invoices and add the class.

 

In case you want to create a new company in QBO, you can refer to this article: Create or add another company file to QuickBooks Online.

 

Once your account is set up, you can seamlessly switch between companies.

 

That’s all you need to do! If you have more questions, don't hesitate to reach out. I'm here to assist in any way I can.

C
cafecabinetsAuthor
December 5, 2024

The Class or Location Tracking feature sounds like it should work, but I can't find "Categories" under the Advanced tab.

A
AnneMariee
December 5, 2024

Turning on class tracking is a fantastic way to categorize your transactions effectively, allowing you to gain clearer insights into your business operations. Let's get started on setting this up for you, cafecabinets.

 

Class tracking is an available feature within QuickBooks Online Plus and Advanced versions that helps you categorize your transactions effectively. If you don't see this option, you may need to upgrade your subscription.

 

Once you've confirmed you're using QuickBooks Online Plus or Advanced, you can follow these steps to turn class tracking on:

 

  1. Navigate to the Gear icon, and click on Account and settings.
  2. Head over to the Advanced tab and find the Categories section.
  3. Click the Edit ✎ icon located at the right side of the section.
  4. Check the boxes to enable tracking for classes and locations.
  5. Click Save, and then Done.

 

 

For detailed guidance on utilizing classes in QuickBooks, please refer to the article: Turn on class tracking in QuickBooks Online.

 

Additionally, you can find instructions on handling your categories in the guide: Create and manage classes in QuickBooks Online.

 

I'll also share this article on generating reports by category so you can keep an eye on every part of your business: Run reports by class in QuickBooks Online.

 

I'm thrilled to see you taking advantage of class tracking to organize your transactions more efficiently. If you have any more questions or need further assistance, feel free to reach out. I'm here to ensure you get the most out of your QuickBooks experience and help you keep an eye on every part of your business with ease.

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