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Updated over 1 year ago on . Most recent reply

User Stats

118
Posts
61
Votes
David C.
  • Lender
  • Los Angeles, CA
61
Votes |
118
Posts

Quickbooks Online … Class vs Customer

David C.
  • Lender
  • Los Angeles, CA
Posted

The QBO class tracking feature, found in the more expensive Plus and Advanced versions, is used by many investors. I’m wondering if using Customer instead of Class would work, thereby allowing the less expensive Simple Start or Essentials versions to be used.

As a private lender I’ve been using Customer for borrower and Job for each borrower loan … seems to work. I’m able to get a P&L by borrower/loan, among other reports. Perhaps a property investor could use Customer for each property.

I’m sure there are many QBO aficionados out there that have thought about this, what do you think?

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