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Intuit

Set up and use class and location tracking

Learn how to set up and use class and location tracking in QuickBooks Online.

Keep track of your income and expenses using class and location.  Depending on your reporting needs, you can use one of these features alone or use them together.

Turn on class tracking or location tracking in Settings

The Classes or Locations ▼ drop-down menu will appear on your forms, once this feature is turned on. Here's how:

  1. Go to Settings ⚙, then select Accounts and Settings (or Company settings).
  2. Select Advanced from the left menu.
  3. On the Categories section, select the pencil ✏ icon.
  4. Choose the category you want to enable, then select the settings for that category.
  5. Select Save.

Note: You have the ability to change the location label to Business, Department, Division, Property, Store, or Territory.

Create class or location categories

Now that you have turned on Classes or Locations, you can create categories for them.

  1. Go to Settings ⚙.
  2. Under Lists, select All Lists.
  3. Choose either Classes or Locations.
  4. Select New, then enter all necessary information.
  5. Select Save.

Alternately, you can also add a new class or location by selecting Add New from the Classes or Locations ▼ drop-down menu on your forms. This will only allow you to add the name. If you want unique form information for this location you will need to edit or set up from the location list.

Note: To add or modify classes or locations, you must be a master administrator, company administrator, or the appropriate custom user access. If you’re unsure of your access rights, contact your master administrator.

Edit a class or location

After setting up Classes or Locations you can edit a class or location.

  1. Go to Settings ⚙.
  2. Under Lists, select All Lists.
  3. Choose either Classes or Locations.
  4. Under the Action column, select the small arrow ▼ icon next to Run report.
  5. Select Edit, then make the necessary changes.
  6. Once finished, select Save.

Delete a class or location

You can also delete a class or location after setting up Classes or Locations.

  1. Go to Settings ⚙.
  2. Under Lists, select All Lists.
  3. Choose either Classes or Locations.
  4. Under the Action column, select the small arrow ▼ icon next to Run report.
  5. Select Make inactive, then choose Yes.

Change inactive status for class or location

You can make an inactive class or location active.

  1. Go to Settings ⚙.
  2. Under Lists, select All Lists.
  3. Choose either Classes or Locations.
  4. Select the ⚙ icon above the Action column, then select Include inactive.
  5. Select Make active to change the status.