QuickBooks HelpQuickBooksHelpIntuit

Merge classes in QuickBooks Online

SOLVEDby QuickBooks6Updated 1 month ago

You can merge classes by editing the class name and making it identical to the one you want to keep. By doing this, QuickBooks will combine the information and transactions that are classified into these classes. Also, please note that merging cannot be undone and is a permanent change.

To begin, you will have to identify which Class name you want to keep and which one to merge. Once done, you can now start merging the classes, here's how:

  1. Click the gear icon, then select All lists.

    all lists EN.png
  2. Choose Classes from the list.

    choose classes en.png
  3. On the page, select the class you want to merge and click Edit from the drop-down under the Action column.

    class edit en.png
  4. Change the class name to the one you want to keep. Click Save.

    save class.png
  5. Click Yes to the prompt to confirm the merge.    

    confirm class.png
  6. Follow the same steps for the rest of the classes you want to merge.

Was this helpful?

You must sign in to vote, reply, or post

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this