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solver28
April 22, 2024
Question

Is there an option to designate more than 1 division on an invoice?

  • April 22, 2024
  • 1 reply
  • 0 views
We are a nonprofit and need to track donations with donor restrictions and without. We use divisions and do not see a feature to designate more than 1 division on an invoice. Can this be added as line item?

1 reply

Tori B
Tori B
April 22, 2024

Good morning, @solver28.

 

Thanks for reaching out. I hope your day is going great so far. 

 

To clarify, when you say divisions, are you referring to different locations? If so, there's no option to divide the invoice into multiple locations. You'll need to create different invoices for each division. 

 

You may also want to consider using class tracking. This feature lets you allocate a class on each line item on the invoice. Let me route you to this Help article for more details: How To Set Up And Use Class And Location Tracking.

 

Please don't hesitate to let me know if you have any additional questions or concerns. Take care and have a wonderful day ahead! 

D
Deb2021
August 27, 2024

What is the difference between using class tracking and division tracking?

 

R
RoxanneB
August 27, 2024

Hi, Deb2021.

 

I'm here to help you understand the difference between Class Tracking and Divisions.

In Class Tracking, we can categorize financial transactions into different segments of your company. It also provides a deeper level of tracking for your business type. Class tracking also provides us with a more distinct overview of the business's financial condition.

 

On the other hand, Division Tracking, represents major functional areas of your business. You can either utilize location tracking or creating sub-accounts to track transactions by each division. To maintain organized accounts and simplify reporting, QuickBooks allows you to create sub-accounts under different categories to track various expenses within an account.

 

I'd also advise you to get in touch with your accountant to explore the best option for your specific business needs.

 

Here are some articles to provide you with more assistance regarding classes in QuickBooks Online:

 

 

You can always post a reply if you need more helpful tips about classes in QBO. I'm always here to help. Take care.

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