Classes & Locations

Dimensions for slicing reports. Prefer a class or location over a new account when the books need another cut, not another bucket.

How-toFor Bookkeepers, Firm staff

When to use a dimension

Classes & Locations live under Client Settings. Use them when two postings are the same kind of activity in different slices — two crews, two sites — and you still want one income account. A new account is for a new kind of activity.

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