Available to Accounting Basic, Accounting Premium
As an Accounting customer, you can set up and manage departments. This will allow you to classify accounting transactions by groups.
Video Walkthrough
The video shows where to find and how to add departments for accounting. The steps are detailed in the article below.
How to Set Up Departments in Accounting
Go to Settings > Company Settings > Manage Departments
Click +Add New.
Enter the department description, up to 50 characters.
Click Save.
The departments you set up at the company level can now be assigned to the following accounting transactions. See the following help articles for more details:
You will also be able to filter by department on the General Ledger Report and Profit & Loss Report.
How to Edit a Department in Accounting
Go to Settings > Company Settings > Manage Departments.
Click the Edit icon in the row.
Change the description.
Click Save.
Any prior transactions that used this department will be updated with the new name.
How to Make a Department Inactive
Departments tied to transactions or payroll should not be deleted and must be marked inactive instead.
Go to Settings > Company Settings > Manage Departments.
Click the Edit icon in the row of the Department you want to inactivate.
Uncheck the Active box
Click Save.
Also check out, “Managing Payroll Departments,” for more information.