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Replying to:
MichelleMM1
Level 3

How to set up Divisions under one company in QuickBooks desktop? Need insight ASAP

We have been using QB for several years and now need to setup divisions within our company as we grow.

Divisions are as follows:

  • General and Administrative
  • Maintenance
  • Fertilizer
  • Enhancement
  • Construction
  • Snow

 

I need to set a chart of accounts specific to each division so that we can track "everything" per division and report per division.  I see the online QB version has locations which may work but we are using desktop and I am not seeing how class tracking will work in this application.  All accounts on our COA will be specifically allocated to a division.  I do not see how I can tag an account to a class.  My first try I added the class "Maintenance" and went to my COA Bed Maintenance income account.  There are no options under edit to tag a class to it. 

 

We sync QuickBooks with our CRM Service Autopilot so I do not see me manually adjusting classes on invoices and such only to sync with Service Autopilot and it is reverted.  Our invoices are generated in Service Autopilot and synced to QuickBooks so this may come into play also.

 

Thank you for any suggestions or insight.

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