Create and manage classes in QuickBooks Online
by Intuit•1• Updated 2 months ago
Learn how to add, delete, or restore a class in QuickBooks Online Plus and Advanced.
New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started.
After you turn on class tracking, create a class for each segment in your business. You can organise your customer and supplier transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment.
We’ll help you set up your classes.
How to add a new class
Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports.
Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking.
- Go to Settings ⚙ and select All Lists.
- Select Classes.
- Select New. Give this class a name.
- To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
- Select Save.
Once you’re all set up, you can start to track your transactions by class.
Learn more about usage limits.
How to edit a class
- Go to Settings ⚙ and select All Lists.
- Select Classes.
- Find the class you want to edit.
- Select the small arrow ▼ next to Run report, then Edit.
- Make any needed changes to name or sub-class, then select Save.
How to delete a class
If you no longer need a class, you can make it inactive. Once it’s inactive, it no longer counts toward your usage limits.
- Go to Settings ⚙ and select All Lists.
- Select Classes.
- Find the class you want to delete.
- Select the small arrow ▼ next to Run report, then Make inactive (reduces usage).
How to restore a deleted class
If you need to, you can restore a class you deleted.
- Go to Settings ⚙ and select All Lists.
- Select Classes.
- Select Settings ⚙ next the the Print icon, then select Include inactive.
- Find the class you want to restore, then select Make active.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Set budget targets for each class in QuickBooks Onlineby QuickBooks•Updated June 11, 2024
- Get started with class tracking in QuickBooks Onlineby QuickBooks•2•Updated June 20, 2024
- Connect WooCommerce to QuickBooks Online with QuickBooks Connector (OneSaas)by QuickBooks•Updated June 11, 2024
- Turn on class tracking in QuickBooks Onlineby QuickBooks•5•Updated June 21, 2024