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Intuit

How to set up and use class and location tracking

Use class or location tracking in QuickBooks Online Plus to monitor income and expenses and run reports for different segments or locations of your business. 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

You can easily turn on class tracking or location tracking in Settings:

  1. Select the Gear icon in the Toolbar, then Account and Settings (or Company settings).
  2. Select Advanced under Account and Settings.
  3. In the Categories section, select the edit (pencil) icon.
  4. Choose the category you want to enable and select the settings for that category.
  5. Select Save.

    Once this feature is turned on, a drop-down menu for Classes or Locations will appear on your forms. 

Create class or location categories

Now that you have enabled the drop-down menu for Classes or Locations, you can create categories for them:

  1. Select the Gear icon, then from Lists, select All Lists.

  2. Choose Classes or Locations

  3. Select New at the top.
  4. Enter the 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 have master administrator, company administrator or the appropriate custom user access. If you’re unsure of your access rights, please contact your master administrator.>

Edit a class or location

After you have enabled the drop-down menu for Classes or Locations you can edit a class or location:

  1. Select the Gear icon, then from Lists, select All Lists.

  2. Choose Classes or Locations

  3. From the drop-down under the Action column, choose Edit.
  4. Edit the desired information, then choose Save. The location and class will now be removed from the Classes or Locations list or updated with the desired information.

Delete a class or location

You can also delete a class or location after you have enabled the drop-down menu for Classes or Locations.:

  1. Select the Gear icon, then from Lists, select All Lists.

  2. Choose Classes or Locations

  3. From the drop-down under the Action column, choose Delete.
  4. When asked Are you sure you want to delete this?, select Yes.

Change inactive status for class or location

To make an inactive class or location active:

  1. Select the Gear icon, then from Lists, select All Lists.

  2. Choose Classes or Locations

    .
  3. Select the Gear Icon above the Action column, then check Include Inactive.
  4. Choose Make active from the list to activate the location or class.

You are now able to set up and work with class and location tracking.