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lneesbye
February 5, 2019
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How to group corporate branches together for job reporting

  • February 5, 2019
  • 1 reply
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We currently have about 20 separate company branches who we treat as separate companies (different bill to and ship to) to whom we sell logoed goods (shirts, jackets, etc).  We publish 'flyers' with specialty wear - fall weather gear, summer wear, etc.  We would love to be able to do profit reporting on these 'flyers'. 

 

I have tried to create a job name (i.e. Winter Flyer 2018) in Quickbooks (Premier 2019).   That works great if the flyer only pertained to one branch.  But if I add the job name to every branch, I'm assuming that I can't produce one report on all Winter Flyer.  Is there a way for me to create a new group, add all my branches to that group and then get all Winter Flyer.  I don't care about having it total all the branches, just show all the jobs Winter Flyer.

 

Thanks in advance.  (Also, I'm pretty new to Quickbooks, so pardon me any misunderstandings)

 

Lene

 

Best answer by Charies_M

Hello there, lneesbye.

 

Thanks for choosing QuickBooks as your business partner. I'd love to help you with your concern.

 

You have two options for this. You can either use class tracking (only if you haven't use class tracking before) or you can add a corporate branch to your customer's profile and add field on the invoice to track it.

 

In QuickBooks, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business. Businesses with different departments or locations can use classes to report account balances for each department.

 

If you haven't set up a class tracking in QuickBooks, here's how you do it:

  1. Go to Edit.
  2. Click Preferences.
  3. Choose the Accounting tab.
  4. Under Company Preferences, make sure that Use class tracking is checked.

The next step is to define classes. Let me walk you through how below:

  1. Go to Lists.
  2. Choose Class List.
  3. In the bottom left corner of the screen, click on Class, then select New from the menu.

To be more familiar with how Class Tracking works in QuickBooks Desktop, you can check out this article: How to Use Class Tracking in QuickBooks.

 

For the second option, you'll need to add a corporate field in the Customer setup and add this field on your invoice for tracking purposes.

  1. Go to the Customers menu.
  2. Click Customer Center.
  3. Select a customer.
  4. Click the Additional Info tab.
  5. Click Define Fields.
  6. Enter Corporate as the label and click OK.

 

Once done, you can open the report for Sales by Customer Detail and filter the report to display the corporate branches. 

 

Here's how:

  1. Go to Reports.
  2. Choose Sales.
  3. Click Sales by Customer Detail.
  4. Click Customize.
  5. Choose the Display tab.
  6. Under columns, enter corporate to add the column on the report.
  7. Click Ok.

 

To learn more about customizing reports in QuickBooks Desktop, you can check out this article: Customize reports in QuickBooks Desktop.

 

That should do it. If you need anything else, please feel free to come back and leave a comment below. 

1 reply

C
Charies_MAnswer
February 5, 2019

Hello there, lneesbye.

 

Thanks for choosing QuickBooks as your business partner. I'd love to help you with your concern.

 

You have two options for this. You can either use class tracking (only if you haven't use class tracking before) or you can add a corporate branch to your customer's profile and add field on the invoice to track it.

 

In QuickBooks, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business. Businesses with different departments or locations can use classes to report account balances for each department.

 

If you haven't set up a class tracking in QuickBooks, here's how you do it:

  1. Go to Edit.
  2. Click Preferences.
  3. Choose the Accounting tab.
  4. Under Company Preferences, make sure that Use class tracking is checked.

The next step is to define classes. Let me walk you through how below:

  1. Go to Lists.
  2. Choose Class List.
  3. In the bottom left corner of the screen, click on Class, then select New from the menu.

To be more familiar with how Class Tracking works in QuickBooks Desktop, you can check out this article: How to Use Class Tracking in QuickBooks.

 

For the second option, you'll need to add a corporate field in the Customer setup and add this field on your invoice for tracking purposes.

  1. Go to the Customers menu.
  2. Click Customer Center.
  3. Select a customer.
  4. Click the Additional Info tab.
  5. Click Define Fields.
  6. Enter Corporate as the label and click OK.

 

Once done, you can open the report for Sales by Customer Detail and filter the report to display the corporate branches. 

 

Here's how:

  1. Go to Reports.
  2. Choose Sales.
  3. Click Sales by Customer Detail.
  4. Click Customize.
  5. Choose the Display tab.
  6. Under columns, enter corporate to add the column on the report.
  7. Click Ok.

 

To learn more about customizing reports in QuickBooks Desktop, you can check out this article: Customize reports in QuickBooks Desktop.

 

That should do it. If you need anything else, please feel free to come back and leave a comment below. 

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