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dalembuxton
February 23, 2024
Question

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

  • February 23, 2024
  • 1 reply
  • 0 views
I converted from Desktop where I used classes. I want to continue in Quickbooks online.  However the option doesn't show up in settings.

1 reply

A
AdonL
February 23, 2024
I'm glad you successfully converted your file to QuickBooks Online (QBO), Dale. I'll guide you in turning on the Class feature in the program.
 
In QBO, the Categories section is in the Advanced tab. It's the reason why you're unable to see it. Also, please note that the feature is only available in QuickBooks Online Plus and Advanced.
 
Since you're using the Plus version, you can follow the steps below to enable the feature:
 
  1. Go to Settings, then select Account and settings.
  2. Choose Advanced and then Categories section to edit.
  3. Toggle the Track classes button.
  4. Place a checkmark beside Warn me when a transaction isn't assigned a class. It is optional, but it means that you know everything's been classified when you look at your reports.
  5. Under Assign classes, decide how to add the class to the transactions.
  6. Hit Save, then Done.

 

For more details about utilizing the functionality, please see this article: Create and Manage Classes.
 
Moreover, you can run reports by class in QuickBooks Online. It will help you see your sales, costs, or profitability by segment.
 
Please know you're always welcome to swing by if you have follow-up questions about tracking and managing classes in QBO. Drop them in the Reply section, and I'm always ready to assist.
E
ed.cottle45
February 24, 2024

Thank you for the information.  I did find that I will need to upgrade to the "Plus" version from "Essentials".  I was also looking in the "company" group in the menu instead of the "advanced" group to find the option. 

I am set for now.  Thanks again!

E
Ethel_A12
February 24, 2024

Hello there, @ed.cottle45.

 

I'm glad to know that you are able to find the option now in QuickBooks Advanced. If you have any questions about tracking classes with QuickBooks Online, don't hesitate to post here in the Community. We are always here to help. Have a great day.

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