How do I track income by sales channel?

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Introduction

Using the class and location fields can help categorize orders. If your business sells multi-channel, you can use the location field to insert the store name and then run your QuickBooks reports by store.

Demo

To see the demo full screen, click here. Here is a demo of class and location grouping:

To create the customized profit and loss report, click reports > profit and loss > customize. Scroll down and change the class drop down.

Prerequisites

You must have QuickBooks Online Plus.

 

QBO Instructions:

  1. In QuickBooks, go to the gear box.
  2. Under the company tab, go to categories and enable class tracking
  3. Go to the gear box > all list > classes
  4. Add a class called web orders

 

Cloud Car Connector Instructions

Tell Cloud Cart Connector to add a default class called web orders to all orders:

  1. At the configure page of our software, click the field mapping tab.
  2. Change the class field to web orders.
  3. Click save and sync.

 

All orders from Cloud Cart Connector will have web orders applied:

QuickBooks Online

Here are the steps to run a P&L by class:

  1. On the left, click reports.
  2. On top, enter profit and loss by class
  3. Notice how orders are grouped by class and income account: 
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