Difference between revisions of "Class"

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[[File: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. In Fishbowl, the Class Module gives you a way to categorize your transactions. Each class may be tracked in both Fishbowl and QuickBooks.
 
[[File: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. 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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== About classes ==
 
In QuickBooks, you can use classes to classify your income and expenses by:
 
In QuickBooks, you can use classes to classify your income and expenses by:
  
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* Set classes as active or inactive
 
* Set classes as active or inactive
 
* Assign Subclasses
 
* Assign Subclasses
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== Create a New Class ==
 
== Create a New Class ==
  
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== Enable/Disable Class Tracking ==
 
== Enable/Disable Class Tracking ==
  
'''Class Tracking''' is a default setting when Fishbowl is installed. This is a feature that may be turned off at any time. In the '''Class Module''' click on '''Tools | Module Options''' from the Module Toolbar.<br>
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'''Class Tracking''' is a default setting when Fishbowl is installed. This is a feature that may be turned off at any time. In the '''Class Module''' click on '''Tools | Module Options''' from the Module Toolbar.
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[[File:Tools.module options.JPG|175px]]
 
[[File:Tools.module options.JPG|175px]]
  
 
The Module Options box will give a list of Class options. If you wish to disable class tracking, simply uncheck the box that states, '''Use Class Tracking'''. The other options available are to have a prompt to assign a class if the default is 'none', to require a user to specify a class on new sales orders, and to require a user to specify a class on new purchase orders.
 
The Module Options box will give a list of Class options. If you wish to disable class tracking, simply uncheck the box that states, '''Use Class Tracking'''. The other options available are to have a prompt to assign a class if the default is 'none', to require a user to specify a class on new sales orders, and to require a user to specify a class on new purchase orders.
  
After you have made the appropriate changes click '''ok''' to finalize and save the changes.<br>
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After you have made the appropriate changes click '''ok''' to finalize and save the changes.
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[[File:Class tracking module options.JPG|400px]]
 
[[File:Class tracking module options.JPG|400px]]

Revision as of 17:55, 16 November 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. In Fishbowl, the Class Module gives you a way to categorize your transactions. Each class may be tracked in both Fishbowl and QuickBooks.

About classes

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.

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

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

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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].

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Enable/Disable Class Tracking

Class Tracking is a default setting when Fishbowl is installed. This is a feature that may be turned off at any time. In the Class Module click on Tools | Module Options from the Module Toolbar.

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The Module Options box will give a list of Class options. If you wish to disable class tracking, simply uncheck the box that states, Use Class Tracking. The other options available are to have a prompt to assign a class if the default is 'none', to require a user to specify a class on new sales orders, and to require a user to specify a class on new purchase orders.

After you have made the appropriate changes click ok to finalize and save the changes.

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