Store Tracking and Profit/Loss Reports in QuickBooks Desktop

Multi-Store Overview | Multi-store Reports in Point of Sale

If you are integrated with QuickBooks Desktop financial software, you can run Profit/Loss (P/L) reports for each store as well as the entire company in your financial software, by assigning a QuickBooks class to each store.

To generate this report type, you must enable the class tracking preference in both Point of Sale and in QuickBooks Desktop financial software and assign a unique class to each store in your Point of Sale company preferences at Headquarters.

Click here for instructions to configure Headquarters preferences in Point of Sale.

To enable tracking by class in your QuickBooks Desktop financial software:

1. Select P references from the Edit menu.

2. Select Accounting, and then C ompany in the Preferences window.

3. Select the check box for U se C lass T racking.

4. Select OK.

Notes:

- During the next Financial Exchange, the classes you assigned to stores in Point of Sale are added to your class list in QuickBooks Desktop financial software. As transactions are posted to QuickBooks Desktop at Headquarters, QuickBooks Desktop categorizes them according to the assigned store classes.

- You can run a report by class to see the P/L for any store. To see the P/L for all stores run an unclassified report. Refer to your QuickBooks Desktop documentation or in-product help for more information about using classes.

Related Topics

Financial Exchange Overview