Using Departments to Track Discretionary Expenses in QuickBooks Online

These videos explain how to use departments (locations) in QuickBooks Online to track discretionary expenses separately from regular operating expenses. The first video covers how to set up the discretionary department, the second shows how to apply it consistently using recurring transactions and rules, and the third walks through generating Profit & Loss reports that separate discretionary and non-discretionary expenses.

Part 1 - How to set up a department for your discretionary expenses

Part 2 - How to configure rules and recurring expenses to use your new department

Part 3 - How to generate reports using your new department to filter or split the report