Turn on class tracking in QuickBooks Online

Learn how to turn on class tracking in QuickBooks Online Plus and Advanced.

Classes represent important parts of your company, like store departments or product lines. When you turn on class tracking in QuickBooks Online, you can use it to get deeper insights into your sales, expenses, or profitability. Here’s how.

New to class tracking? Check out our class tracking overview to learn if it's the right tool for you and how to get started.

Step 1: Turn on class tracking in QuickBooks Online Plus or Advanced

1. Sign in to QuickBooks Online.
2. Go to Settings and select Account and settings.
3. Select Advanced, then select Categories.
4. Turn on the Track classes switch.
   Tip: If you want to be notified when a transaction isn’t assigned a class yet, select Warn me when a transaction isn't assigned a class.
5. Select an option from the Assign classes ▼ dropdown:
   • If you don’t need to assign a class to each product you sell to your customer, select One to entire transaction.
   • If you need to assign a class to each product you sell to your customer, select One to each row in transaction.
6. Select Save, then Done.

Step 2: Set up your class list

Follow these steps to create classes that represent different parts of your business. Then, you can assign classes to transactions.