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Good day, @elizabethcberg,
To shed some more information about tracking income and expenses for different departments, you may use the Class or Location tracking. These two features will let you run through account balances by department, business office or location, separate properties, or any other meaningful breakdown of your business, and other segments you want to keep a close eye on.
To turn these features on, follow the steps below:
- Tap the Gear icon and choose Account and Settings.
- Go to the Advanced tab and pick Categories.
- Check the Track classes or Track Locations to turn on class tracking.
- Select Save and then Done.
- When creating a new transaction, just fill in the Class or Location field to include them on your reports. See this sample screenshot:
When you run financial reports, simple include the class or location by clicking the Customize option. See this:
To learn more about these features and tutorials, check out these links:
- Set up class tracking.
- Set up and use location tracking.
- Video tutorials for QuickBooks Online.
- Customize reports in QuickBooks Online - Intuit
If you have further questions about this or need anything else with QuickBooks, let me know by adding a comment below. I'll be right here to help you. Have a great rest of the week.