CLASSES

denisebecks · ‎May 11, 2023

I have 3 Classes set up and want to make one of them the Default so that all transactions default to this but can be changed accordingly. This default will be the majority of transactions.

GeorgiaC · ‎May 11, 2023

Hello denisebecks

Thanks for joining the Community.

It's not possible to set a default class - instead, you'd select this from the class field drop-down when entering a transaction. You can assign a default class to products and services, so that when you select this P/S on the transaction the class field auto-fills. To do this, click the Cog > Products & services > Edit > Assign a class.

You can create sub-classes of your main class by following the steps below - if you've already created your classes, you can edit these to make changes to the sub class settings (select the drop-down beside the class > edit).

1. Go to Settings ⚙ and select 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.

View solution in original post

GeorgiaC · ‎May 11, 2023

Hello denisebecks

Thanks for joining the Community.

It's not possible to set a default class - instead, you'd select this from the class field drop-down when entering a transaction. You can assign a default class to products and services, so that when you select this P/S on the transaction the class field auto-fills. To do this, click the Cog > Products & services > Edit > Assign a class.

You can create sub-classes of your main class by following the steps below - if you've already created your classes, you can edit these to make changes to the sub class settings (select the drop-down beside the class > edit).

1. Go to Settings ⚙ and select 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.

3JTEXAS · ‎July 05, 2024

This is a MAJOR flaw, it crates a TON of unnecessary & redundant work for no reason. QBO PLEASE… please allow a DEFAULT Class unless changed or “memorized” previously!

GebelAlainaM · ‎July 05, 2024

Hello there, @3JTEXAS. I can provide insights about having the option to default class in QuickBooks Online (QBO).

I can see the urgency of having this feature in QBO, yet it's still unavailable. I want to ensure your feedback and opinions will be heard and implemented. I recommend sending feedback to our product developers about this option. That way, our QuickBooks Developer team can study further about this feature and may add it to future product updates.

Here's how:

Go to the Gear icon.
Choose Feedback.
Type in your product suggestions, then click Next to submit feedback.

You may visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback. You can also visit our blog to keep up with recent events and developments.

If you want to pull up a balance sheet report by class in the future, check out this article for reference: Run a balance sheet by class or location in QuickBooks Online.

Tag me in the comment section if you have additional queries about managing classes in QuickBooks. I'm always here to help.

3JTEXAS · ‎September 30, 2024

Do you know If there has been any progress made in this regard? I cannot believe I’m the only one who would save hours and hours a day you could default the system to allow for a preset class in absence of a specified class for that particular vendor.

LeizylM · ‎September 30, 2024

We know that each company has unique needs, and I can see how having the option to default class would benefit and empower your business, 3JTEXAS.

Our Product Development team welcomes all your suggestions and requests. Although we don't have a specific timeframe for when this will be available, rest assured that they are diligently working to improve your experience in QuickBooks.

Thus, I recommend sending feedback to help emphasize its significance and to demonstrate the collective urgency of this matter. You can follow the steps provided by my colleague @GebelAlainaM on how to submit feedback.

If you want to learn how to add, delete, or restore a class in QuickBooks Online, freely read this article: Create and manage classes in QuickBooks Online.

Thanks for your patience. Feel free to check back here for updates on the availability of the option. If you have more questions about QuickBooks features, just let us know.

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