The QuickBooks Division Tracking SOP is a complete financial clarity system designed to give service business owners full visibility over every division in their company. This plug-and-play SOP teaches your team exactly how to track revenue, labor, and material costs by division — allowing you to instantly identify profit leaks, see which divisions are performing, and make data-driven decisions with confidence.

This package includes a full SOP booklet, step-by-step setup instructions, tracking templates, and an accountability checklist that ensures your office staff, technicians, and managers all follow the same standardized financial workflow.

What’s Included

• Full SOP Booklet (Word/PDF format)Complete documentation of how to set up and manage division tracking in QuickBooks.

• Step-by-Step QuickBooks Division Setup GuideClear instructions for creating classes, job numbers, POs, and cost tracking systems.

• Job Number + PO Tracking SystemPre-built structure to standardize labor and material tracking across all departments.

• Monthly P&L by Division TemplateA plug-and-play template to quickly analyze financial performance per division.

• Training Guide for Office Staff, Technicians & VendorsEnsures everyone follows the same process for accurate financial reporting.

• Manager Accountability ChecklistA simple system to ensure correct classifications, audits, and oversight.

You’ll Learn How To

• Set up financial divisions/classes inside QuickBooks

• Assign job numbers that match each division

• Track labor and materials accurately across all departments

• Implement a purchase order (PO) system that prevents miscoding and overspending

• Run accurate Profit & Loss by Class reports every month

• Identify which divisions produce the highest margins

• Catch profit leaks in labor, materials, and pricing

• Build companywide accountability through consistent financial processes

Aligned With

• Service Technician SOP

• CSR / Dispatcher SOP

• Install Manager SOP

• (Perfect add-on for companies scaling to $5M–$15M+)

Perfect For

HVAC, plumbing, electrical, landscaping, painting, and all service-based business owners who want:

• True profit visibility

• Accurate financial reporting by division

• Better pricing, budgeting, and forecasting

• A clear understanding of which teams are profitable — and which need correction

Ideal for owners, controllers, bookkeepers, operations managers, and financial administrators looking to tighten financial control and build a business that scales smoothly.