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savita-clearnexu
May 18, 2021
Solved

Turn on classes - Categories tab missing in Account & setting

  • May 18, 2021
  • 1 reply
  • 0 views

Hello there

I do not seem to have the Categories option available under Account & Settings/Advance in order to Turn on classes.  I understand this is required to be activated in order for us to get P&L by various departments/classes.

 

Could you urgently assist?

 

Thanks

Savita

Best answer by Kristine Mae

Let me add a few details, Savita.

 

When you upgrade your plan, it will show you the additional cost or plan cost. 

 

 

Feel free to check this article to help you with changing the plan level: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're upgraded, you can turn on the class tracking feature.

 

Reach out to us again if you have additional questions. We'll be right here to help you. Take care!

1 reply

MJoy_D
MJoy_D
May 18, 2021

I can assist you in turning on the class tracking feature, @savita-clearnexu.

 

The class feature is only available in QuickBooks Online Plus and Advanced. You can go to the Advanced tab to access the Categories section in turning on the class tracking feature.

 

Follow the steps below:

 

  1. Go to the Gear icon (⚙) and select Account and Settings.
  2. Choose the Advanced menu and then select the Categories section to edit.
  3. Click the Track classes button to turn this feature on. 
  4. Under Assign classes select One to entire transaction or One to each row in transaction.
  5. Select Save, then Done.

Refer to the following article for more information in setting up your classes: Turn on class tracking in QuickBooks Online.

 

After turning it on, you can now add classes to your account. Check this guide for more information: Create and manage classes in QuickBooks Online. 

 

Let me know if you need further help in turning on your class tracking feature by leaving a reply below. I'm always here to assist. Have a great rest of the day!

S
savita-clearnexuAuthor
May 18, 2021

Hi Maryjo

 

Please can you let me know what is the additional cost for upgrade to QB plus and/or advanced

Thanks

Savita

Kristine Mae
Kristine MaeAnswer
May 18, 2021

Let me add a few details, Savita.

 

When you upgrade your plan, it will show you the additional cost or plan cost. 

 

 

Feel free to check this article to help you with changing the plan level: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're upgraded, you can turn on the class tracking feature.

 

Reach out to us again if you have additional questions. We'll be right here to help you. Take care!

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