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January 21, 2020
Question

Does on-line QB allow to set up "classes"

  • January 21, 2020
  • 1 reply
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1 reply

January 21, 2020

Hi there, 

 

Thanks for inquiring about QuickBooks Online. I'd be happy to answer any questions and help steer you in the right direction. 

 

Class tracking allows you to get specific insights you need to plan ahead. You can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. Here are the steps which show you how to set this up. 

 

To turn on:

  1.     Click the Gear icon.
  2.     Select Account and Settings.
  3.     In the navigational bar, click Advanced.
  4.     Select Categories.
  5.     Check off Track classes to turn on class tracking.
  6.     Click Save and then Done.                             

Here's how to set up classes:

  1.     Click the Gear icon and All Lists.
  2.     Select Classes. ( You can also add locations by selecting Locations.)
  3.     Click the New button.
  4.     Add the name of the class or location and click Save.

To add class tracking to payroll:

  1.     Click the Gear icon.
  2.     Under Settings, select Payroll Settings.
  3.     On the Setup Overview page, click on Accounting under Preferences.
  4.     If prompted, Click Customize. If not, scroll down at the bottom of the screen to see the Classes section.
  5.     Select the option that will best fit your preference for class tracking.                          

To learn more about class tracking, here's a recommended article: Get started with class tracking in QuickBooks Online.

 

Feel free to ask other questions, I'm here to help.