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CLASSES

Forum|Forum|3 years ago
May 11, 2023
1 reply
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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.

QuickBooks Online

Best answer by GeorgiaC

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.

G

GeorgiaCAnswer

Level 13

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.

3

3JTEXAS

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!

D

Donnie1

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.

Quickbooks absolutely needs to implement better use of the class designation. If they would allow you to have a default class, especially by account, credit card, etc. this would save tons of time. Also, if we could batch add\change class in the transactions page, this would save tons of time. This seems like it would be an easy addition that would make classes much more useful and powerful rather than manual entry in every single transaction.

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