Break down your revenue and expenses by department, office location, or cost center — then pull a separate profit & loss for each one, all from a single set of books.
Try It FreeGrowing businesses rarely operate as a single undivided unit. You might run three service lines with very different margins, own two retail locations with separate rent and staffing costs, or manage a handful of client engagements that each need their own P&L. Maintaining separate QuickBooks files for each one is slow, expensive, and error-prone.
BizBooks Pro solves this with two tagging dimensions built into every transaction: Classes for functional groupings like departments, product lines, or service types, and Locations for physical or geographic divisions like branches, offices, or territories. Tag income and expense entries at the line-item level, then filter any financial report by those tags to produce a standalone profit & loss for any slice of your business.
Create the classes and locations that match how your business actually operates — departments, service lines, branches, or any combination.
Assign a class, location, or both to individual line items when recording invoices, bills, expenses, and journal entries.
Filter the income statement or any custom report by segment to see isolated revenue, costs, and net income for that division only.
Classes represent functional divisions of your business — things like departments, product lines, service categories, or individual client engagements.
Locations capture the geographic or physical dimension of a transaction — store branches, field offices, warehouses, or sales territories.
The income statement becomes a powerful management tool when you can filter it down to any single segment or compare multiple segments side by side.
Tagging works at the line-item level so a single invoice can allocate revenue across multiple departments — matching how your business actually earns and spends.
Most small business owners have a gut feeling about which part of their operation makes money — and a nagging suspicion that one division might be dragging down the whole. Class and location tracking replaces that guesswork with hard numbers. When every dollar of revenue and every line of expense is tagged to a segment, you can pull an accurate P&L for any part of the business in seconds.
This is especially valuable at tax time and during annual reviews. Instead of asking your accountant to manually slice up a combined report, you hand them clean, already-segmented financials for each department or branch. It saves hours and eliminates the risk of misallocation errors.
Whether you are a restaurant group with three locations, a consulting firm tracking profitability by client engagement, or a construction company separating residential from commercial work — the same tagging system works for all of it. Classes and locations are fully flexible. You define the names, you decide how to use them, and the reporting follows your structure rather than forcing your business into a rigid chart of accounts hierarchy.
Classes are for functional or organizational divisions — things like a department name, a service line, or a project type. Locations are for physical or geographic divisions, such as a store branch, field office, or sales territory. Both are optional tags you attach to transactions, and you can use one, the other, or both at the same time.
Yes. A single line item can carry both a class tag and a location tag simultaneously. For example, you could tag a payroll expense as both the "Marketing" class and the "Downtown Branch" location, then report on Marketing expenses for the Downtown Branch specifically.
No. Class and location tags are additional metadata — they do not change how transactions post to the general ledger or how the standard income statement and balance sheet are calculated. They only affect filtered views and segmented reports.
There is no hard limit. You can create as many classes and locations as your business requires. Most businesses use somewhere between 3 and 20 of each, but heavy users with complex divisional structures can go well beyond that.
Yes. The segmented income statement supports multi-column comparison views so you can see each department or branch as its own column in a single report. This makes it easy to compare revenue, gross margin, and net income across divisions at a glance.
Yes. When you set up a recurring transaction or save a memorized entry, any class and location tags you applied are saved with it and carried forward automatically each time the entry repeats.
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