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September 4, 2021
Question

If I change class codes from last name only to include first name will the data all convert for the prior periods?

  • September 4, 2021
  • 1 reply
  • 0 views
Currently all income is classed as to the person's last name. If I change the name to include the first name, will the prior period income convert to the class codes using the full name?

1 reply

JessT
September 4, 2021

Hi teresae!

 

It's great to know how you use the Class feature in QBO. I'm happy to answer your question about changing the names of your classes.

 

The class codes in your historical transactions will also update if you edit their names. You can try this on the QuickBooks Online test drive if you want to see the effect before doing it on your QBO company.

 

Here are some articles for your additional reference:

 

 

Let me know if you have other questions about the Class tracking feature in QBO. Stay safe and have a good one!