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Lochkelly
May 4, 2022
Question

Setting a Default Class and/or Assigning Class to an Account (Nonprofit, Desktop)

  • May 4, 2022
  • 3 replies
  • 162 views

Running Premier Nonprofit Edition 2020 on desktop...

 

Is there anyway to set a default class when entering transactions, etc.?  Most of my entries involve one class and occasionally another class.  It would save time if I only have to enter a class when is the entry involves one of the less frequently used classes.

 

AND/OR:

 

Is there a way to assign a class to an account?  Certain accounts of ours will always be assigned to a particular corresponding class.

 

Thanks,

Lisa

3 replies

RCVQuickBooks Team
QuickBooks Team
May 4, 2022

Allow me to share some information on how class tracking works in QuickBooks, Lochkelly.

 

In QuickBooks Desktop, we can assign classes to each of your transactions and items listed in your estimates, invoices, and sales receipt. Here's how: 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. In the Accounting section, click Company Preferences. 
  4. Make sure that the Use class tracking for transactions and Assign classes to boxes are checked. 
  5. Press OK.

 

The Class Tracking feature also allows you to assign classes to income and expense accounts. Let me show you how:

  1. Go to the List menu, then select Chart of Accounts.
  2. In the Account drop-down, click New.
  3. Select the income or expense account type, then click Continue.
  4. Enter the information and choose the Class from the drop-down.
  5. Press Save & Close.

 

I'm adding this article for more details: Set up and use class tracking in QuickBooks Desktop. Just in case you want to run reports by class, feel free to check out this article for more guidance: Filter, sort, or total reports by Class.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a great day ahead. 

LochkellyAuthor
May 4, 2022

In response to your first section:  Under "CLASS" I only see "Use class tracking for transactions" (checked) and "Prompt to assign classes" (also checked).

 

Regarding your second section:  All of our accounts in our Chart of Accounts are already created.  However, I don't remember having that option when we set up the CoA.  I also don't have that option when I "edit" an account.

 

Thanks, anyway.

ChristineJoieRQuickBooks Team
QuickBooks Team
May 4, 2022

It's nice to have you here, @Lochkelly.

 

I can see the relevance of this matter. I'm here to shed some light on the class tracking in QuickBooks Desktop.

 

This feature is available only in QuickBooks Enterprise. Check this resource for more information: Set up and use class tracking in QuickBooks Desktop.

 

If you'll want to update your QuickBooks desktop, feel free to visit this article for your reference: Update QuickBooks Desktop to the latest release. This is to ensure you have the latest features and needed patches.

 

If you have any queries about using QBDT to manage your lists or reports, I'm here to help. Simply press the Reply button and I'll get back to you right away. 

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