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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!

J

JamesDuanT

QuickBooks Team

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.

Currently, we are limited to assigning default class categories to payroll transactions, products, and service items, Donnie. This functionality is available when Class tracking is set to apply to One to each row in transaction.

While setting the default class categories to accounts is not yet possible, we already have the Reclassify or move multiple transactions option available in QuickBooks Online Advanced and Accountant versions. You can check this article to get an overview of what this feature can do: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

If this is necessary to your business setup, you can upgrade your subscription. More features are added which are only exclusive to that edition. Here's a comparison chart for the offered subscription plans: https://quickbooks.intuit.com/uk/pricing/.

As we move forward to this discussion, I'd recommend sending your feedback. Our engineers will be able to review and discuss it with people managing the field for product improvements. You can follow the steps on the earlier responses on how to send your feedback.

Feel free to get back to us if you need additional assistance in managing your transactions efficiently.

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