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anniqu2215
Level 1

Can I add a data field toe the products template

 
1 Comment 1
BabyB
QuickBooks Team

Can I add a data field toe the products template

You can utilize classes to track specific information for your product in QuickBooks Online Advanced, Anniqu2215. I'll discuss this further below to help you maximize this feature and optimize your tracking methods.

 

If you're looking to add a specific data field to your product setup, please be aware that this feature is currently unavailable. Alternatively, you can assign a Class to add specific information directly to the product. I'll show you how:

 

  1. Select Sales, then Products and services.
  2.  Click New, then choose the product type and enter the necessary information for your product.
  3. Under the Class dropdown, assign a Class or click +Add new to create a new one.
  4. Hit Save and close.
     


 

To track classes for each product line item on your sales and expense transactions, you can select One to each row in transaction from your settings. This also enables automatic filling of classes on your forms once they have been assigned to your products.

 

Here's how:

 

  1. Go to the Settings icon.
  2. Choose Account and Settings, and click Advanced.
  3. In the Categories tab, select the pencil icon beside Track classes.
  4. Under Assign classes, choose One for each row in transactions.
  5. Then hit Save.
     


 

If you're referring to a different scenario, adding specific information about your concern will help us provide you with the most accurate resolution.

 

Moreover, you can run a report by class in QuickBooks Online to see your sales, costs, or profitability by segment, aiding you in making informed financial decisions.

 

Kindly add the additional details of your concern below if necessary. You can also add other questions you have in QuickBooks Online. We will monitor this thread closely and assist you promptly.

 

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