Thanks for reaching out to the Community, accounts. I'm here to lend a hand.
If you want to assign classes to your transactions, you can do that when creating an Expense or Bank deposit. However, adding classes directly on the Banking page isn't available. As a workaround, you'll need to categorize the bank transactions and set the class from there.
To use the Class tracking feature, you'll have to enable it in your settings first. Here's how to do it:
- Go to the Gear icon at the top.
- Select Account and settings.
- In the left menu, click Advanced.
- Choose the Categories section to edit.
- Turn on the Track classes switch.
- Select Warn me when a transaction isn't assigned a class. This is optional, but it means that when you look at reports, you know everything's been classified.
- Under Assign classes, select One to entire transaction or One to each row in transaction.
- Choose Save, then Done.
For more details on how the class feature works and how to assign it to your transactions, check out these articles:
To help you with the account reconciliation process, I suggest checking out this article: Reconcile an account in QuickBooks Online. It provides best practices to follow during reconciliation and also offers solutions to the challenges that you may face during the process. It's a great resource to keep handy for future reference.
If you have further questions about managing your transactions, let me know by commenting below, accounts. We're here to answer them for you.
