# Create and manage dimensions in Intuit Enterprise Suite

Learn how to use dimensions to track income, expense, or profitability by business segment. You can do this in Intuit Enterprise Suite.

Get specific insights you need to plan ahead. Track your transactions by departments, product lines, or any other meaningful segments in your business. When it’s time to run reports, you’ll get a clear picture of each segment’s financial health.

## Step 1: Set up your dimensions list

Dimensions are auto-enabled for you. Here's how to set up your list.

### Add a new dimension for a single entity

**Note**: Only Admins and Standard-All users can create dimensions.

1. Go to **Settings** and select **Dimensions**.
2. Select **Create Dimension** and enter a name.
3. (Optional) Add a sub-value:
   - For the first sub-value level, add the name.
   - For additional sub-value levels, select **sub-value of** and select the appropriate dimension. You can nest up to five dimensions.
4. Select **Save**.

To create more dimensions, select the back arrow to go back to the dimensions hub, then repeat the steps above.

### Add shared dimensions for multiple entities

From your parent company, you can share and manage standardized dimensions across multiple companies. This is helpful for Intuit Enterprise Suite accounts with multiple child companies, cleaning up dimensions so you can track financial performance across your business.

1. Go to **Settings** and select **Dimensions**.
2. Select **Create dimension**.
3. Enter a name for the dimension. By default, the dimensions are shared across all the companies you have access to.
4. In the **Select companies to share** dropdown, choose one or more of your companies, or choose **Select all**.
5. Select **Save**.
6. (Optional) On the new dimension page, select **Add value**. Then, enter a name for the dimension value.
7. Select **Save**.
8. (Optional) On the dimension value row, select **Add value**. Then, enter a name for the new sub-value.
9. Check the box for **Sub-value of** then choose the parent dimension value in the dropdown menu.
10. Select **Save**.

Once you’re all set up, you can start to track your transactions by the dimensions you just created.

### Edit a dimension

1. Go to **Settings** and select **Dimensions**.
2. Select a dimension card.
3. Select **More actions** to **Edit share settings**, **Rename dimension**, or **Make inactive**.
4. To edit a value or sub-value, select the down arrow, then select **Edit**.
5. Make any needed changes to the name or sub-value, then select **Save**.

If you need to deactivate or reactivate a dimension:

1. Go to **Settings** and select **Dimensions**.
2. Select a dimension card and find the dimension you want to deactivate.
3. Select the down arrow, then **Deactivate (reduces usage)**.

If you need to, you can reactivate a dimension:

1. Go to **Settings** and select **Dimensions**.
2. Select a dimension card and find the dimension you want to reactivate, then select **Make active**.

## Step 2: Track your transactions by dimension

After you set up your dimensions, you can organize your transactions with those same dimensions. You can add these dimensions to the row or item within a transaction.

Here’s how to tag a dimension to each row in any transaction:

1. Select **+ New** then select the type of transaction you want to record.
2. Fill out the transaction as you normally would.
3. Add the dimension values in the respective column. Optionally, you can hover over the dimension to select either:
   - **Apply to all**: this applies the chosen dimension value to every line item. This action overwrites values already added in other line items.
   - **Apply to empty**: this applies the dimension only to line items that currently don’t have a dimension value.
4. **Save** or **send** your transaction.

## Step 3: Run reports by dimensions

You can run reports for one dimension using the display options, and filter by multiple dimensions.

**Note**: Dimensions are only available on reports the launch in the **Modern View**.

### See your profitability by dimensions

1. Go to **Reports**, then **Standard reports**.
2. In **Business overview**, find and open the **Profit and Loss** report.
3. Select **Display columns by**, then select the dimension you want to segment your report by. This will show you totals for each dimensional value, and grand totals. Or, select **Customize**, then **Filter**, then select your dimension type. Then select one or multiple dimensions you need. This groups your income, expenses, and net income by the dimension(s) you selected.

### See transactions and balances by dimensions in other reports

You can also customize some reports, like Sales by Customer Type Detail, to group info by dimensions.

To do this:

1. Open the report, then select **Customize**.
2. Select **Columns** then search for and select **Transaction**.
3. Select **Line Items** and find **Dimensions**.
4. Select the dimension you want to filter for your report.