Any insights on how best to track Partners separate income and expenses within the same Quickbooks account? Was previously using tags, and it sounds like the Custom Fields will not be helpful since it doesn't apply to expenses.
Running into a similar problem here. The only thing I've come up with so far is to label the vendor with the tag and then run a vendor report. So McDonald's - Gary, McDonald's - Greg. Income is a little easier because you can have subcustomers. Each Partner could be a Customer and each person they sell to would be their subcustomer. Subcustomers work great for filtering sales by zip code and tracking rental homes.
That’s a great idea. The other as I mentioned is classes. It works like tags with a limit of 40 classes. Classes are available in Plus advance subscription.
I currently have tags showing up in my bank feeds so I can categorize multiple debit cards used in my checking ac. The custom fields aren't able to show up in my bank feed. Do you know how to get rid of fields like products/services or customers that show up as drop down menus in that bank feed so I can add in a custom field instead?
You can not substitute your Products and Services or any other account for Custom Fields. You will get 1 custom field if you have Simple Start subscription , 4 if you have Essential or Plus, and 12 if you have Advance subscription. No custom field is available for Simple Start right now it should be available in February.
Any insights on how best to track Partners separate income and expenses within the same Quickbooks account? Was previously using tags, and it sounds like the Custom Fields will not be helpful since it doesn't apply to expenses.
Running into a similar problem here. The only thing I've come up with so far is to label the vendor with the tag and then run a vendor report. So McDonald's - Gary, McDonald's - Greg. Income is a little easier because you can have subcustomers. Each Partner could be a Customer and each person they sell to would be their subcustomer. Subcustomers work great for filtering sales by zip code and tracking rental homes.
I would recommend classes, in your case. Classes is available in Plus and advance subscription.
That’s a great idea. The other as I mentioned is classes. It works like tags with a limit of 40 classes. Classes are available in Plus advance subscription.
@@ClaudiaXperts The problem is that clients are tired of paying Intuit so much money. They take, take, take.
@@Christina729 This exactly. My plan would increase 200% from $35 to $100. I don't think it justifies that much of an increase for simple services.
I currently have tags showing up in my bank feeds so I can categorize multiple debit cards used in my checking ac. The custom fields aren't able to show up in my bank feed. Do you know how to get rid of fields like products/services or customers that show up as drop down menus in that bank feed so I can add in a custom field instead?
You can not substitute your Products and Services or any other account for Custom Fields. You will get 1 custom field if you have Simple Start subscription , 4 if you have Essential or Plus, and 12 if you have Advance subscription. No custom field is available for Simple Start right now it should be available in February.