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office81
May 26, 2020
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Can you add classes to show on sales invoice?

  • May 26, 2020
  • 1 reply
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Best answer by Ashleigh1

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

1 reply

A
Ashleigh1Answer
May 26, 2020

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

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office81Author
May 26, 2020

Ok thanks, I have a customer that is on essentials so I would need to upgrade her, but can you show me an example? I have tried it on my accountants login but it doesnt work on there. How do I add classes to be shown on the invoice?

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GeorgiaC
May 26, 2020

Thanks for getting back to us office81.

 

If you'd like to test this out in your account, you'll need to turn on class tracking by going to the Cog Wheel > Company Settings > Company > Categories > Turn on. You can opt here to assign classes per transaction or per transaction line. 

 

Once enabled, you can create your own custom categories by going to the Cog Wheel > All Lists > Classes > New. 

 

When creating a new transaction you'll now see an additional field to select this. You can see more on setting classes up here. 

 

Get back to us below if you have any Q's on this! 

 

 

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