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Jun 11, 2023 5:31 PM UTC
Question

Can I assign a class by category? In other words, assign every transaction within a specific category/account to a specific class? Or do I have to click through each one?

I am adding Classes to a set of transactions that have already been categorized.

1 reply

Jun 12, 2023 2:08 PM UTC

Hi there,

 

Congrats on your first post in the Community. QuickBooks makes it easy for you to manage your accounting using the powerful features offered in the program. I'll be happy to share more info and help steer you along the right path. 

 

In order to assign a class to a transaction, you'd have to go through each individual transaction to achieve this goal. I encourage you to check out the following article as it provides more info on how to: Track your transactions by class. If you're looking for more extensive options that go beyond the solutions provided in the article, I recommend looking into third-party transaction management apps on our app store www.apps.com. 

 

Otherwise, you're more than welcome to ask other questions in the comments below. I'm here to assist. 🙂