Departments

Step 1: Set up your Departments

1. Go to Accounting → Departments in the left-hand menu.

2. Click Add Department to create one manually.

If your firm is connected to QuickBooks Online (QBO), you can also import your existing structure:

1. Click Import Departments to bring in departments from QBO’s Line Class or Location fields.

If your firm is connected to Gusto (V2):

• Your Gusto departments will automatically appear in Digits and will be kept in sync.

Step 2: Organize Your Departments

You can organize departments into a hierarchy as needed — for example: Sales > East Coast.

To make changes, hover over a department name to:

1. Click the Pencil to rename or modify the department.

2. Click the Hierarchy icon to add a child department.

Step 3: Tag transactions with a Department

Once your departments are set up, you can start tagging transactions.

To tag one transaction:

1. Go to Accounting → Ledger.

2. Click into a transaction.

3. Click Edit at the top of the screen.

4. Use the Department field to assign a tag.

To tag one or more transactions at once (Bulk Tagging):

1. From the Ledger, click Edit at the top.

2. Check the boxes next to the transactions you want to tag.

3. Click the Department icon in the toolbar at the top.

1. Select the department from the dropdown.

2. Click Apply to save your changes.

Tag directly inside Inbox action items:

When reviewing a transaction from your Inbox, you’ll see Location (and Department) dropdowns right next to the Category field.

Step 3: Report by Department

After transactions are tagged, you can view department-level reporting.

To view Profit & Loss by Department:

1. Go to Custom Reports → Profit & Loss.

2. Click the Options icon at the top of the report.

3. Click the dropdown next to Drill down by and select Department.

You can also add department-specific widgets to Reports:

1. Go to any Custom Report (like Executive Summary).

2. Click Add at the top of the report.

3. Select the Department tab in the Add Graphs panel.

4. Choose from available department-based graphs — including category-level breakdowns.

5. Add your desired widget(s), then click Done.

To add department charts to your Dashboard:

1. From Home, click Edit in the top-right corner.

2. Click the Hierarchy icon in the chart selector panel.

3. You’ll see available charts for each department.

4. Drag and drop the ones you want onto your dashboard.

5. Click Done to save your changes.