Difference between revisions of "Class"

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(Created page with "Image:Icon.Class.png The Class Module allows for Classes to be created that may be tracked in both Fishbowl and QuickBooks. Most companies only use Class Tracking in Fishbowl...")
 
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* Set classes as active or inactive
 
* Set classes as active or inactive
 
* Assign Subclasses
 
* Assign Subclasses
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<br><br><br>
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== Create a New Class ==
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To create a new class you must be in the Class module.[[Image:Classes.JPG|thumb|right]]
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<br>
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Choose the '''Accounting Module Group | Class Module'''
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<br>
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<br>
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Click '''New'''&nbsp;[[Image:'new' symbol.JPG|Image:'new'_symbol.JPG]] from the '''Module Toolbar'''
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<br>
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[[Image:Create main class.JPG|thumb|right|Create a Class using a subclass of 'None']]
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<br>
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Decide whether your Class Name will be a Main Class or a Subclass of a main class. If you are wanting to create a '''Main Class''' then choose 'Subclass of None' from the drop down list. If you want to create a '''Subclass''', then in the dropdown list select the subclass of your choice. A mainclass is typically going to be a larger reference [for example, a city or state] whereas a subclass is typically going to be a specific within the class [for example stores within the city or state].
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<br>
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Click '''Ok''' to save the changes and create either a Class or Subclass.
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<br>
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[[Image:Create subclass.JPG|thumb|right|Create a subclass under an already existing class]]
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<br><br>
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== Edit/Delete a Class ==
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* '''[[Image:Class_options.JPG|thumb|right]]Edit [[Image:'edit item' symbol.JPG|Image:'edit_item'_symbol.JPG]]'''
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You may '''Edit''' an existing class by highlighting the chosen Class in the Class Module Main Screen by either double clicking or highlighting it and using the Edit button from the Module Toolbar. The '''Class Options''' box will be displayed. You may edit the '''Class Name''', '''Subclass''', or '''Active Status''' of the class..&nbsp; Click '''Ok''' to finalize and save your changes.
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<br>
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* '''Delete [[Image:Delete item.JPG|Image:'delete'_shortcut.JPG]]'''
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To '''Delete''' a Class, highlight the Class in the Class Module Main Screen. Click the Delete Icon from the Module Toolbar&nbsp;
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''[Note: You may not delete a Class without first deleting subclasses beneath it].''
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<br><br><br>
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== About the Class Module ==
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In Fishbowl, the Class Module gives you a way to categorize your transactions. Each class may be tracked in both Fishbowl and QuickBooks.
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<br>
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In QuickBooks, you can use classes to classify your income and expenses by:
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* department
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* business office or location
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* separate properties you own
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* any other meaningful breakdown of the business you do<br>
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<br>
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Consider these examples:
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* If you had a restaurant with three locations, you might create an Uptown, a Midtown, and a Downtown class for tracking income and expenses by location.
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* A farmer might create a class for each enterprise; e.g. Corn, Hogs, and Soybeans.
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* At the end of an accounting period, you could create separate reports for each restaurant location. Likewise, the farmer could create separate reports for each farm enterprise.
  
 
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Revision as of 20:35, 22 February 2011

Icon.Class.png The Class Module allows for Classes to be created that may be tracked in both Fishbowl and QuickBooks. Most companies only use Class Tracking in Fishbowl if they were currently using Classes in QuickBooks.


The following functions are available in the Class Module:


  • Create or edit classes
  • Delete classes
  • Able or disable Class Tracking (Module Options)
  • Set classes as active or inactive
  • Assign Subclasses




Create a New Class

To create a new class you must be in the Class module.


Choose the Accounting Module Group | Class Module



Click New Image:'new'_symbol.JPG from the Module Toolbar


File:Create main class.JPG
Create a Class using a subclass of 'None'


Decide whether your Class Name will be a Main Class or a Subclass of a main class. If you are wanting to create a Main Class then choose 'Subclass of None' from the drop down list. If you want to create a Subclass, then in the dropdown list select the subclass of your choice. A mainclass is typically going to be a larger reference [for example, a city or state] whereas a subclass is typically going to be a specific within the class [for example stores within the city or state].


Click Ok to save the changes and create either a Class or Subclass.


File:Create subclass.JPG
Create a subclass under an already existing class



Edit/Delete a Class

You may Edit an existing class by highlighting the chosen Class in the Class Module Main Screen by either double clicking or highlighting it and using the Edit button from the Module Toolbar. The Class Options box will be displayed. You may edit the Class Name, Subclass, or Active Status of the class..  Click Ok to finalize and save your changes.


To Delete a Class, highlight the Class in the Class Module Main Screen. Click the Delete Icon from the Module Toolbar 

[Note: You may not delete a Class without first deleting subclasses beneath it].


About the Class Module

In Fishbowl, the Class Module gives you a way to categorize your transactions. Each class may be tracked in both Fishbowl and QuickBooks.


In QuickBooks, you can use classes to classify your income and expenses by:

  • department
  • business office or location
  • separate properties you own
  • any other meaningful breakdown of the business you do


Consider these examples:

  • If you had a restaurant with three locations, you might create an Uptown, a Midtown, and a Downtown class for tracking income and expenses by location.
  • A farmer might create a class for each enterprise; e.g. Corn, Hogs, and Soybeans.
  • At the end of an accounting period, you could create separate reports for each restaurant location. Likewise, the farmer could create separate reports for each farm enterprise.