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Intuit

Create and manage your class list

Learn how to add, delete, or restore a class in QuickBooks Online.

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 can create classes.

  1. Go to Settings ⚙ and then All Lists.
  2. Select Classes.
  3. Select New. Give this class a name.
  4. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
  5. Select Save.

Once you’re all set up, you can start to track your transactions by class.

Getting a usage limit message?

This means you’ve reached the maximum number of classes you can add. You can add up to 40 classes and locations (combined). If you need more, you can remove the classes you no longer need. To do this, use the steps in “How to delete a class” section below.

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.

  1. Go to Settings ⚙ and then All Lists.
  2. Select Classes.
  3. Find the class you want to delete.
  4. Select the small arrow ▼ next to Run report, then Make inactive.

How to restore a deleted class

If you need to, you can restore a class you deleted.

  1. Go to Settings ⚙ and then All Lists.
  2. Select Classes.
  3. Select Settings ⚙ next the the Print icon, then select Include inactive.
  4. Find the class you want to restore, then select Make active.

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