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A
allyhsawtelle1
May 17, 2024
Question

Tracking jobs by class vs project

  • May 17, 2024
  • 1 reply
  • 0 views
 

I have a new client who has been tracking construction projects by class as opposed to customer/sub or project. Do you see any issue with leaving this in place (they have over 50 projects open currently and many hundreds historically)? And is there some way to "close" a class so that it no longer appears in reports? Using a tag or making it inactive maybe? Thank you!

 

 

 

1 reply

C
Carneil_C
May 17, 2024

It's nice seeing you posting your concern here in the Community, @allyhsawtelle1.

 

I want to ensure your concerns about tracking your jobs by class get sorted out. Let me assist you with your queries one at a time.

 

If you no longer want to utilize the class tracking feature in QuickBooks Online (QBO), you'll want to turn it off so it will no longer appear on your reports. I'll show you how:

 

  1. Go to the Gear icon and select Accounts and Settings.
  2. From the Advanced section, go to Categories.
  3. Then, untick the Track classes option.
  4. Click Save once done.

 

Otherwise, if you wish to deactivate a specific class, you can follow the steps below:

 

  1. Go to Settings and select All Lists.
  2. Click Classes.
  3. Choose the class you want to delete.
  4. Select the small arrow ▼ next to the Run report, then Make inactive (reduces usage).

 

Please know that even if the classes are inactive, they will still appear on the assigned transactions historically. If you want to remove the tracking for specific transactions, you can manually open each and detach the class.

 

To help you more with managing classes and projects, feel free to visit these articles:

 

 

Moreover, this guide can give you information to start organizing your customer and vendor transactions by class: Track hourly labor costs and profitability by project in QuickBooks Online.

 

I'm more than willing to listen if you have any other concerns with your projects or about our class tracking feature. I'll ensure your needs are taken care of. 

A
allyhsawtelle1Author
May 17, 2024

Thank you for that info. I have read that there may be a 3rd party solution that can move details from classes to projects in QBO. Do you have any knowledge about that?

A
Aldren18
May 17, 2024

Thank you for the follow-up question, @allyhsawtelle1. I'm dropping by to guide you in finding a third-party app that allows you to move data from classes to projects in QuickBooks Online.

 

While QuickBooks Online (QBO) does not have a built-in tool for converting class tracking to the Projects feature, some third-party providers offer data migration services to assist with this transfer. 

 

To look for a third-party app, here's the detailed steps:

 

  1. Go to the Apps menu on the left navigation bar.
  2. Click on the Find Apps tab.
  3. Search for the app you wish to connect to in the search bar or select the Browse category dropdown to search for an app by category.
  4. Select the app you wish to download.
  5. Hit on Get App Now.
  6. Authorize the app to connect to your QBO.
  7. Follow the remaining steps to connect and set up the app settings of your choice.

 

Alternatively, you can visit our QuickBooks App Store website directly and select an app that best suits your business from the CATEGORIES section.

 

Carefully review the app descriptions and customer reviews, looking specifically for any mentions of class-to-project conversion capabilities during the migration process. You can manage all third-party app connections in the My Apps tab. 

 

I'll share these additional resources about managing third-party app integrations within QBO. 

 

 

I'm all ears and ready to help again if you have more concerns about your projects or our class tracking feature. You can also add any other questions about other areas in QuickBooks Online. Always here to help.

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