Turn on class tracking in QuickBooks Online

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

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.

Turn on class tracking for QuickBooks Online Payroll

Follow these steps to turn on class tracking for your payroll transactions. Then, you can assign a single class to all your employees, or assign different classes to different employees.

Note: Class tracking will only apply to new and future payroll transactions. Enabling class tracking won’t affect any prior payroll transactions.

1. Go to Settings ⚙ and select Payroll settings.
2. In the Accounting section, select Edit ✎.
3. In the Class Tracking section, select Edit ✎, then select how you want to track classes.
   Note: If you don’t see Class Tracking, go back to Step 1 to make sure class tracking is turned on. If it’s already on, follow these steps:
   1. Turn class tracking off.
   2. Sign out of QuickBooks Online, then sign back in.
   3. Turn class tracking on again.
   4. Repeat the steps in this section.
4. If you select I use the same class for all employees, use the All employees dropdown to assign a class for all employees, then select Save to save your settings.
5. If you select I use different classes for different employees, use the employee dropdown to assign a class for each of your employees, then select Save.
6. Select Done.
7. Select Done again to close the Payroll Settings window.