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Super tutorial – keep up the good work. You’re a great communicator on these technical topics.

A scenario:
Moving from Peachtree to QB. Nice. That’s what I have to say

We were incorrectly using Jobs in the PT system and are now utilizing the slick Classes feature in QB. What would you recommend for handling the balance forward for Jobs. The way we did handle this in PT was to close each job annually and reopen as a new job the following year. Don’t ask me why… it’s what was inherited.

Now, moving into QB we have classes as you demonstrate above. Initially each class has a “0″ balance. It would be extremely helpful to see each class with the balance that showed as the end of year job balance. Suggestions on how to accomplish this? Is it a feasible approach?

As a non-profit the classes represent various project funds. Each project has income and expenses related to it. All of our projects carry over a balance each year and monthly reports are generated to view what expense and income relate to each project – and the resulting positive or negative balance. (Most of these projects also have related budgets that are submitted/approved/revised periodically as well.)

Thoughts?

Thanks again I’ve passed this tutorial on to a couple others in our boat.