Can you assign a territory and/or class to a customer? (Making all transactions with that customer auto-fill their territory and class)

Hi there, @0__0.

Assigning a class and territory to a transaction in QuickBooks is a great way to keep track of transactions. However, assigning a class and territory to a customer so that it will auto-fill for every transaction is not available. You'll need to select a class for every category or item in a transaction. This is to avoid auto-assigning to the wrong transactions.

I want to provide you with this article to learn how to run reports by class in QuickBooks Online.

If you have any additional concerns regarding class lists in QuickBooks Online, please let me know. I would be happy to assist you.