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