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JudeMIS
January 10, 2022
Question

Is it possible to turn classes into subclasses of another class without losing past data ?

  • January 10, 2022
  • 1 reply
  • 0 views

I am trying to restructure my classes system to put all my current classes as subclasses of either a Restricted class or an Unrestricted class.  Obviously I could set them up from scratch but would not then be able to access the data already stored there with the same report, so if I change them do I lose everything past? Or is there a way not to lose this?  I use QBs Online Plus

1 reply

J
JonpriL
January 10, 2022

I'm here to help share updating your classes, @JudeMIS.

 

You can restructure the list of classes from the current ones to subclasses. Let me show you how to accomplish this.

 

Before I'll walk you through the steps, I did make sure we're both on the same page by trying to restructure the list of classes using our test file. And I found out that changing one from current to subclass will not lose the existing data on the report.

 

Therefore, here's how you can restructure the class list:

 

  1. Go to the Gear icon.
  2. Under LISTS, select All lists.
  3. Select Classes.
  4. Choose any of the class entries you want to restructure.
  5. On the ACTION column, select the Run report menu.
  6. Choose Edit.
  7. Put a checkmark on the Is sub-class selection.
  8. Select the Restricted or Unrestricted as the parent class.
  9. Click Save.

 

Here's an article to read and learn more about managing the list of your classes: Create and Manage Classes in QuickBooks Online.

 

I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe!

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