Classes and Tracking Categories in ProfitSee Enterprise

ProfitSee Enterprise allows users to manage company files with multiple profit centers or classes.

ProfitSee Enterprise allows users to manage company files with multiple profit centers or classes. Simply sync in your company file as below, selecting the ProfitSee Enterprise license type:

For Quickbooks Online, click here

For Xero, click here

Burden Calculation

In QuickBooks, if you are booking AR/AP as “unclassified” they appear only in the parent company. If you have expenses, they should actually be distributed across your branches/divisions, which are called ProfitCenters in ProfitSee. ProfitSee tries to do this “burden allocation” intelligently based on the number of employees your branches/divisions have. In the data providers (QBO, Xero), the number of employees needs to be entered manually. Therefore a “Burden Wizard” will pop-up after syncing.

To allocate burdens:

1. Step through the Burden Allocation wizard as guided

2. Manually enter the number of employees per ProfitCenter (except QBD users)

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You can manage your classes/categories individually or in whole by clicking the drop-down box:

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