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merchantfarzana
Level 1

Cant find classes

Where can i find the classes option in quick books. I don't have the option of categories under Advanced settings
1 Comment 1
Trish_T
QuickBooks Team

Cant find classes

Hi merchantfarzana,

 

Welcome to Community!  Class tracking is a dynamic feature in QuickBooks Online Plus, that enables you to track your income, expenses, or profitability and other meaningful segments in your business.  If you don't currently have QuickBooks Online Plus, you'll need to upgrade your subscription to activate this feature.  I'd be happy to assist!

 

Follow these steps to upgrade your QuickBooks product; 

1. Sign into QuickBooks Online as the primary or company admin

2. Open Settings ⚙ and then Account and settings

3. Select the Billing & Subscription tab

4. In the QuickBooks Online section, click on Upgrade your plan

5. Review the available plans and then select Choose plan

6. Follow the on-screen steps to upgrade your plan

 

When you're ready, here's how to turn on Class tracking;

 

1. Open your Settings ⚙ and select Account and Settings

2. Choose Advanced from the left menu and select the Categories Edit ✎

3. Checkmark Track classes

4. Select Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.

5. Under Assign classes, select One to entire transaction or One to each row in transaction

6. Hit Save, then Done.

 

Here's a helpful guide for getting started with class tracking in QuickBooks Online.  You'll also have the ability to create and assign employees by class.

 

Please don't hesitate to reach back out if you have other questions.  We'd love to help!

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