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Matt21
Level 1

Classes

I have been using QB for my business for 3 years with out using Classes to track.  I am now opening a second business, and need to turn on the Class feature.  Is there any way to easily class all my transactions going back to the beginning to a certain class?  

 

 

2 Comments 2
Fiat Lux - ASIA
Level 15

Classes

You may utilize one of these migration tools. Export your data out to XLS, modify it, and import it back.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

JamesDuanT
Moderator

Classes

Thanks for taking interest of the Class feature in QuickBooks Online, Matt21.

 

Currently, we don't have an option to assign multiple classes to the existing transactions at once. You'll have to open each transaction and assign the class one at a time. You can use this link for reference: Create and manage classes in QuickBooks Online.

 

You might also want to utilize the migration tool suggested by Fiat Lux -ASIA as an alternative or workaround.

 

We'll be right here if you have additional queries in managing the classes and your transactions. Have a great day!

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