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D
DC61
April 30, 2021
Question

Can you add classes to accounts?

  • April 30, 2021
  • 1 reply
  • 0 views

I've added classes, but only see they can be used at the transaction level.

Can classes be added to accounts in QBO? then if any transactions are entered (or historical data)  allocated to different accounts the class associated with the specified account used would automatically generate reporting on classes without additional time spent at the data entry level.

How can I accomplish this?

1 reply

J
JamesM4
April 30, 2021

Hi DC61,

 

Congrats on adding classes. Classes are a great way to manage different segments in your business. I'll be happy to share more information so you can get back to doing what you love. 

 

I can see the benefit of being able to add classes to your Chart of Accounts. Since this function isn't available, I'd recommend considering the following workaround to run a report which shows you your account and classes: 

  1. On the left panel, go to the Reports menu.
  2. Type Transaction Details by Account Report in the search bar.
  3. Click the Customize button.
  4. Select the date of the transactions.
  5. On Group By section, select the Account.
  6. Click the Change columns link and mark the Class.
  7. On the Filter section, mark and choose the Transaction Type on the drop-down arrow. Scroll down mark the Class and hit the drop-down arrow then, check-mark the Select All.
  8. Hit Run Report.

You can now view your classes and accounts on the same report. Let me know if this info helps. I'm here to help you achieve your QuickBooks goals. 

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