QuickBooks Classes vs. Locations vs. Tags

Unofficial QuickBooks Accountants Podcast

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

• (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
• (05:12) - Understanding Tags in QuickBooks Online
• (12:23) - Challenges with Tags for Accountants
• (20:12) - Exploring Locations in QuickBooks Online
• (27:49) - Using Classes for Detailed Reporting
• (33:46) - Understanding Location Behavior in Invoices
• (35:25) - Default Classes for Products and Services
• (36:26) - Managing Customers and Projects
• (46:58) - The Power of Custom Fields in QuickBooks
• (51:19) - Advanced Custom Fields in QuickBooks Online
• (53:49) - Upcoming Features and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) [e-mail]

Links/Apps Mentioned in this episode:

• Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
• Hector's App - RightTool www.righttool.app
• Alicia's Training - RoyalWise http://royl.ws/uqapodcast
• Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
• QuickBooks Connect Conference www.quickbooksconnect.com
• QuickBooks Tricky Situations: http://royl.ws/QBOtricks
• Next-Level Accounting: http://royl.ws/NextLevelAccounting
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

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