Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
Ashleigh1Answer
Level 14
May 26, 2020

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

View in thread

11 replies

Ashleigh1Answer
Level 14
May 26, 2020

Hello, Office81, 

 

Welcome to the Community page,

 

You can only add classes to show on sales invoices if you have a plus account, as it is only available in the plus account package we have in Quickbooks. 

office81Author
May 26, 2020

Ok thanks, I have a customer that is on essentials so I would need to upgrade her, but can you show me an example? I have tried it on my accountants login but it doesnt work on there. How do I add classes to be shown on the invoice?

GeorgiaC
Level 13
May 26, 2020

Thanks for getting back to us office81.

 

If you'd like to test this out in your account, you'll need to turn on class tracking by going to the Cog Wheel > Company Settings > Company > Categories > Turn on. You can opt here to assign classes per transaction or per transaction line. 

 

Once enabled, you can create your own custom categories by going to the Cog Wheel > All Lists > Classes > New. 

 

When creating a new transaction you'll now see an additional field to select this. You can see more on setting classes up here. 

 

Get back to us below if you have any Q's on this! 

 

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement