Allday Consulting's Peachtree and QuickBooks Support Boards

We just converted our data to QB from NetSuite. We use department names to assign to each transaction and run P&L reports by department. I'm not easily seeing how to assign departments in QuickBooks. Does anyone else do that or know how?

Your help is greatly appreicated.

The only way to do that in QB is to use Classes, which are a "free-form" set of categorizations. Go to Edit > Preferences > Accounting, choose Company, and click the "use classes" and "prompt to assign classes".

If you then assign a Class to each transaction and/or item, you can then run reports By Class to have them grouped on reports. If you want this to apply to prior transactions, you would need to go back and add classes to those transactions. Each Transaction may have an overall Class (which serves as a Default for any line items entered after the class has been set, as well as acting as its own categorizer), and each line item may also have its own Class.

Thank you Eric. That was the conclusion I was coming too as well. At least now I know that is the only solution.

Andrea