类或类型? 何时使用它们

QuickBooks' standard reports are critical to understanding your company's past, present, and future. But the program also offers innovative tools that can make them significantly more insightful and comprehensive. QuickBooks offers two simple conventions that let you identify related data: classes and types. 类在事务中使用. Types are assigned to individual customers, vendors, and jobs. 您可以使用类来, 例如, separate transactions that relate to different departments or locations or types of business. A construction company might want to track classes using New Construction, Remodel, and Overhead. Your customer types might help you isolate groups by characteristics like Industry or Geographical Location.

创建类

First, make sure that QuickBooks is set up to use classes. Go to Edit | Preferences | 会计 | Company Preferences. 确保Use类跟踪被选中. If you want to be prompted for a class designation in transactions, check that box, too. QuickBooks already contains a Type field in customer, vendor, and job records. 很容易为两者构建选项列表. 要定义类，请转到列表|类列表. In the bottom left corner of the screen, click on Class, then select New from the menu. To create a class, just give it a name and click OK. Let's say that you're a contractor and you want to separate remodeling jobs into room types, 比如浴室或厨房. 再重复一遍上面的步骤. Enter "Bathroom" in the Class 名字 field and click the box next to Subclass of. 打开列表并选择“Remodel”.单击“确定”. Tip: If your class list grows lengthy and you want to tidy it up, you can make classes that you're not currently using inactive by checking the box in this window. It will remain in your QuickBooks records and can be reactivated again.

让课堂发挥作用

现在可以在事务中使用类了. 打开空白发票并选择一个客户. Class字段将紧挨着客户名称. If the entire invoice will be assigned to the same class, click the drop-down list and select it. You can also assign separate classes to individual line items: You can assign different classes to individual line items in transactions. Not all invoice templates include a column for classes. You can add this by selecting the invoice form you want to modify and clicking Customize in the toolbar. QuickBooks comes with two reports specially designed for tracking class-based transactions: Profit & Loss by Class and Balance Sheet by Class (both can be found in the Reports menu, under Company & 手机赌博软件下载排行). Of course, you can filter other reports to include a class column. You can also create a QuickReport for individual classes. Go to Lists | Class List and select a report or graph. 您可以在QuickBooks报表中按类进行过滤. 警告! The Balance Sheet by Class report is complicated and may produce unexpected results. 让你的ProAdvisor帮助你解决这个问题. They can also help you set up a solid class structure.

更简单的赋值

Customer, vendor, and job types are a bit less complicated. Job types are especially useful; you can track, 例如, profitability and time spent on individual projects. Customer and vendor types can produce output for things like targeted mailings and reports. 创建类型与创建类非常相似. 转到列表|客户 & Vendor Profile Lists, and select the type you want to work with. You'll follow the same instructions here as you did for classes. Types do not appear on transactions; they're designed for your own internal use, 它们被存储在记录中. Classes and types can be used very effectively in your bookkeeping, but they require a good deal of thought and planning upfront to get accurate, 有意义的报告. Let your ProAdvisor know if he/she can assist as you attempt to use these powerful forms of classification.

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