I’ve found there’s a new feature in QB (Enterprise only) which allows a class to be automatically attached and entered to an item, account or name.

For the Foundation I think it makes the most sense to assign the class to items. So for instance, when a sales receipt is entered for a DSA or a CSA, the class of DSA will be automatically entered.

The District could assign the class by account numbers. So any District Convention accounts could be assigned the DCON class and the class will be entered automatically.  The class may still be overwritten if needed.

Sincerely,

Pete Horton

Secretary/Treasurer

Kiwanis Cal-Nev-Ha Foundation

8360 Red Oak Street, Suite 201

Rancho Cucamonga, CA 91730

(909) 736-1704 Direct  (909) 989-1500 x 104 Main  (909) 989-7779 Fax

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