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R
RealInvestor
April 17, 2023
Question

Classes in QB Online Simple Plan

  • April 17, 2023
  • 2 replies
  • 0 views

I recently migrated from desktop to Quickbooks Online Simple Start.

 

I just went to begin entering transactions and do not see a place to select my classes.  

Then I looked at some of my older transactions that I migrated into my online version and I do not see my classes.   I own a real estate business and each house I add as a class.  I have a Rental Category and a Sale Category.  Every expense related to a house is assigned the appropriate class.

 

Can someone advise -

1. Why did the classes not migrate with everything else/how can this be fixed

2. I saw how to turn on classes in an article, however I do not see that option

 

  1. Go to the Gear icon.
  2. Under Your Company, select Account and settings.
  3. Choose the Advanced tab.
  4. Then from the Categories, turn on the Track classes.

 

 

Thank you for your assistance.  Jenny

 

 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
April 18, 2023

The class feature is only available in QBO Plus and Advanced.

R
RealInvestorAuthor
April 18, 2023

Thank you!  I was afraid of that.

MariaSoledadG
MariaSoledadG
April 18, 2023

I'll elaborate on some details about classes so you'll be guided on how you can manage your subscription, RealInvestor.

 

Classes should migrate from QuickBooks Desktop to QuickBooks Online (QBO). You only have to make sure that you're using the Plus and Advanced QBO versions to access the feature. You can upgrade your subscription if there's a need to use the feature. To do so, follow the detailed steps provided below: 

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Select Settings ⚙ and then Account and settings.
  3. Select the Billing & subscription tab.
  4. Make sure your payment info is up to date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the onscreen steps to upgrade your plan.

 

To know more on how you can manage classes, consider reading this article for more information: Create And Manage Classes In QuickBooks Online.

 

Moreover, you may notice some differences in how your books appear when converting your data. Learn from this article on how books are moved: Learn How Features And Data Move From QuickBooks Desktop To QuickBooks Online.

 

Please get back to us if you have any questions about classes. We're here to make sure everything is taken care of.

R
RealInvestorAuthor
April 18, 2023

Thank you!  I guess I will have to upgrade.

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