cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
jenbookkeeping
Level 1

How do I set up classes with Essentials Licence?

Need to allocate expenses to different projects
2 REPLIES 2
SarahannC
Moderator

How do I set up classes with Essentials Licence?

Hello there, jenbookkeeping.

 

I'd love to help you with setting up classes in QuickBooks Online. However, the Class tracking feature is only available in QuickBooks Online Plus. Once you're ready to have this feature, we can upgrade your current plan to QBO Plus. I'll show you how:

 

  1. Sign in to QuickBooks Online as a primary or company admin and go to the Gear icon.
  2. Select Account and settings.
  3. In the Billing & Subscription tab, make sure your payment info is up-to-date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Choose Plus and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

Once done, we can turn on this feature from the settings to start creating a class for each segment in your business. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Select Advanced, then select the Categories section to edit.
  4. Check Track classes. Apply all the information you want.
  5. Click Save. Then, Done.

 

To help accomplish and handle your transactions, we can visit these articles:

 

 

 To add new and existing expenses to a project, we can also refer to this article: Set up and create projects in QuickBooks Online. This provides information on how we can add project income, expenses, and labor costs and run project-specific reports from a single dashboard. 

 

To manage your sales and stocks, we can read these links:

 

 

If you have more concerns, especially managing classes, please know that I'm here to help. Take care and have a good one.

Fiat Lux - ASIA
Level 15

How do I set up classes with Essentials Licence?

@jenbookkeeping 

Keep in mind, the discounted rate is not applicable when upgrading your plan. You should open a new blank QBO Plus account if required.

https://quickbooks.grsm.io/UK

 

Need to get in touch?

Contact us