Setting up defaults for Classes in Premier 2016

It's good to have you here, @rnapol02.

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

With QuickBooks Desktop, you will be able to track your income and expenses by department, location, property, project or event. You can also assign classes to each of your transactions and items listed in your estimates, invoices and sales receipt.

However, if you're using QuickBooks Desktop Enterprise you'll have the ability to set up and assign classes to your customers. Here's how:

1. Set up class for names
   1. Go to Edit.
   2. Choose Preferences.
   3. Select Accounting.
   4. Under Company Preferences, put a check mark on Assign classes to.
   5. Choose Nameson the selection.  
2. Assign classes to your customer
   1. Click the Customer menu.
   2. Select Customer Center.
   3. Look for the specific customer.
   4. Double-click to open customer information.
   5. Choose Additional Info.
   6. Click the Classes drop-down selection.
   7. Assign a specific class to the customer.  

That should do it! Repeat the same steps to assign classes to all of your customers.

If you’re having difficulty with the steps above, I’d recommend contacting our Customer Care Team. A specialist will be able to further assist you via secured remote access session.

Here’s how to contact us:

1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose your QuickBooks Product.
3. Select your QuickBooks Version.
4. On the Contact Us page, click a topic.
5. Click on the Get Phone Number button to see the support number.

Feel free to click the Reply button if you have other questions about using class tracking in QuickBooks Desktop. I'm always here to help.

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@rnapol02 wrote:

In 2016 Premier, can I set up customers to default to a certain class so I don't have to manually select the class each time they are invoiced?

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Short answer is no, not in pro or premier

in the high dollar enterprise yes you can