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February 5, 2024
Question

Setting up Budgets and Class Tracking for Non-Profits by Director

  • February 5, 2024
  • 1 reply
  • 0 views

I am a volunteer treasurer at a boating club and we have just transitioned from Sage to QBO.

 

The standard "Detail Type" options are really not at all aligned to our needs.

 

I turned on classes and location tracking, thinking I could use one or both to allocated expenses to each director (commodore, past commodore, rear commodore, vice commodore, etc.), but regardless of whether I edit or add a new account, I am forced to select the Detail Type options... which often overlap several directors and there is no way to directly assign a class to a GL account.

How can I directly link a class and/or location to a specific GL account so I can then segment my budget for each director?

1 reply

February 5, 2024

Hello Treasurer-CBYC,

 

Welcome to Community!  I can understand the benefit of being able to allocate your transactions accordingly.  QuickBooks Online provides options for accomplishing your daily bookkeeping goals.  In addition to Class tracking and Locations, you can also Split transactions when necessary.  However, to ensure we're on the right track with your needs, I encourage you to contact our Customer Care team outside of Community.  They will have the ability to work with you in real-time and assist you with the best fit for your transactions, so you can accomplish your QuickBooks goals with confidence!

 

If you have any other questions, feel free to reach out.  We would be happy to help!