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userjcrabtree
February 21, 2023
Question

Default Class for Customer Expense Transactions

  • February 21, 2023
  • 1 reply
  • 0 views

Is there a way to default transactions relating to a specific customer to always use the same class? 

It would save a TON of time if every entry did not need to be mainly done. 

Thank you in advance for the help!

1 reply

Candice C
Candice C
February 21, 2023

Hey, @userjcrabtree. 

 

Welcome back to the Community. I appreciate you coming by and asking a question about classes within your QuickBooks Online. 

 

I can see how beneficial this would be for your business. With classes, there isn't a way to automatically put them on particular transactions instead of doing it one by one. 

 

However, based on the information you gave, I recommend review our guide about bank rules to see if this would be a better feature to use in this situation: 

 

Bank Rules in QBO 

 

If you have any concerns or additional questions, don't hesitate to ask. It's my priority that you're able to get back to running your business as soon as possible. Have a wonderful day! 

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