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FritzF
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Hi there, @SandyH1.

 

Thanks for joining this thread. Allow me to step in and share some information about how to use the class tracking feature in QuickBooks Desktop (QBDT).

 

Turning on this feature in QBDT will let you assign a class to transactions such as an invoice. This lets you track account balances by department, business office or location, etc.

 

Technically, you can assign a class to either items or accounts. However, you also have the option to only assign a class to Accounts, Items, and Names depending on what you prefer. Here's how:

 

1. Go to the Edit menu at the top, then pick Preferences on the drop-down.
2. Select Accounting on the left pane, then Company Preferences tab.
3. Put a check mark to Use class tracking for transaction under CLASS section.
4. Check the box beside Assign classes to, then choose on the drop-down.
5. Click OK.

 

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For your reference, you can also check out this article for more information: How to Use Class Tracking in QuickBooks.

 

That should point you in the right track. Please let me know how it goes or if you have any additional questions or concerns. I'm always here to answer them. Take care and have a good one!

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