Entering info for multiple departments

 im gonna go with a solid "no" on this one as i have no idea what your talking about.

what are "classes" or "locations"?

heres my normal, end of day routine:

-Customers

-Sales Receipt

-Department (beverages, pasteries etc etc)

-Product (again, beverages, pasteries etc etc)

-Description (usually "What i did for today")

-Amount (the amount i did for the day in that particualr category)

-Save

Then i move onto the next Department.

So, is there an easier way to do all this? Like i stated, this is very tedious and time consuming.

I understand that QBO wasnt built for a Coffee Shop, but it does work "fairly" well, just wish it could work better. But if there is an easier way, please tell me!!

-Shane

If you set up different sales items going to the proper accounts you could just do them all on one sales receipt quite quickly.  Just make a sales item for each department going to that department's sales account.  Leave the description blank and enter the product(s) there.  Enter the amount and then move on to the next line and do the same for the next department. 

Alternatively, you could set up an item for everything you sell.  When you sell some of that item you just drop in the quantity and then you will have more detailed reports as well showing you quantities of every item you sold over a period of time.  That would help you with ordering as well.

im not quite sure i understand what you mean by your first paragraph.

i tried entering each category on each line, then adding the amounts made in each category that day, but that doesnt work because you can only add into one department at a time.

thats the issue im running into.

theres gotta be a way to enter info into multiple different departments in one shot instead of doing it one department at a time.

thank you for your reply!! i appreciate it!

-Shane

You can use Class Tracking for your departments.  Then you would be able to specify a class on each line item of the Sales Receipt.  Here's a link with additional information on using class tracking. 

support.qbo.intuit.com/support/answers.cfm

Have a great day!

Okay, I'l try this again.  I'm not sure how you're handling these various departments exactly, but here is how I would handle the situation as I'm reading it.

Set up a sales account for each department in the chart of accounts.

Create a different item for each department in the Products and Services List that goes to the proper account leave the Description blank.

When creating the sales receipt choose the department you want to enter under the Product/Service enter a description of what you sold and the dollar amount.

Go to the next line and do the same for the next department until you are finished with everything.

Done.

 ohhhhh, i gotcha "rkillbride"!! that makes sense now!

thank you for explaining that a bit better! kudos!!

last question, will this be seperated when i look at the overall "company outlook" or "PNL" list?

-Shane

Yes the revenues will be seperately listed on the P&L if you use seperate income accounts.  I break up my "accounting" and "tax" income in this manner and it works great. 

I don't have a report called Sales By Department Detail.... I do have one called Sales by Product/Service Summary and that works for me.  You may have a different version of QBO than me (I only use the basic) or have a feature I am not aware of turned on. 

If you run a Profit & Loss report for the day in question it should show a breakdown by department for you.

 ok, yeah, i ran a PNL and i see it.

im just used to seeing things under the department listing.

thanks again! i really appreciate all your help!!!

-shane