Allocation of expense, classes, and customers in QuickBooks

Description:

In this video we show to you how allocation of expense, classes and customers in QuickBooks Desktop works

Video:

Table of contents:

  • 00:00:00 – Intro (allocation trick in QuickBooks Desktop) (three scenarios)
  • 00:01:30 – Allocating to different income and classes in single sales transaction (how it works, step by step) (example)
  • 00:02:08 – Item list (edit item) (example)
  • 00:03:09 – Create new item (new group item)
  • 00:04:11 – Invoice
  • 00:05:42 – Profit & loss
  • 00:06:17 – Allocating to classes on a single expense transaction (allocate multiple classes using a single expense transaction) (step by step) (example) (item list) (new group item)
  • 00:09:35 – Write checks (example)
  • 00:12:50 – Reports (company & financial, profit & loss standard)
  • 00:13:15 – Allocating to multiple classes at the end of a period (not by transaction) (step by step) (example)
  • 00:14:25 – Profit & loss (by class)
  • 00:15:11 – Create new item
  • 00:16:38 – Enter bills (example)
  • 00:19:45 – Memorize transaction
  • 00:20:21 – Profit & loss
Hector Garcia

Hector Garcia

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