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Level 1

How do I set up class tracking in QBO?

 
Solved
Best answer 10-15-2018

Accepted Solutions
Moderator

Hi gbnylan, I'd be glad to help you set up your class tra...

Hi gbnylan,

I'd be glad to help you set up your class tracking. 

Let's make sure to turn this feature on by follow these steps:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Advanced tab.
  4. Click on the Edit button for Categories
  5. Check the Track classes box.
  6. Click on Save.

To add new classes:

  1. Click the Gear icon.
  2. Select All Lists.
  3. Click on Classes
  4. Click on New
  5. Enter the class Name.
  6. Click on Save.

Let me know if you have any questions. I'm here to help! 

View solution in original post

20 Comments
Level 1

I do not have the "Track Classes" box

I do not have the "Track Classes" box
Level 1

Me Either!?

Me Either!?
Moderator

Hi gbnylan, I'd be glad to help you set up your class tra...

Hi gbnylan,

I'd be glad to help you set up your class tracking. 

Let's make sure to turn this feature on by follow these steps:

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Advanced tab.
  4. Click on the Edit button for Categories
  5. Check the Track classes box.
  6. Click on Save.

To add new classes:

  1. Click the Gear icon.
  2. Select All Lists.
  3. Click on Classes
  4. Click on New
  5. Enter the class Name.
  6. Click on Save.

Let me know if you have any questions. I'm here to help! 

View solution in original post

RBL
Level 1

When I try to hit "save" for track classes, my browser do...

When I try to hit "save" for track classes, my browser doesn't do anything. I tried it in Chrome and IE. I just started using QBO and connected a bank account. Is there something else I need to do first?
Level 1

Re: I do not have the "Track Classes" box

You need the plus version of QuickBooks, you probably have the essentials version. 

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

My QBO has no option to edit "Categories"

QuickBooks Team

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

We can do a few troubleshooting steps for you to edit the Categories setting, Zonker. 

 

Stored data can be the cause why your browser isn't functioning well. That's why we have to remove or delete them. 

 

Here's how: 

  1. Log in using a private window and then change the Categories settings. Use these corresponding keyboard shortcuts: 
          •    Google Chrome: Ctrl + Shift + N
          •    Mozilla Firefox: Ctrl + Shift + P
          •    Internet Explorer: Ctrl + Shift + P
          •    Safari: Command + Shift +N
  2. If this works using a private browser, you'll want to clear your main browser's cache
  3. You can also use a different browser such as Internet Explorer, Google Chrome or Mozilla Firefox. 

After, you can follow the steps given by @GarlynGay on how to turn on the Class feature. 

 

Let me know how this works. I'll be around to help!

 

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

I don't have anything called Categories either.  I've tried in an incognito browser and still don't have the option.

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

I don't have a Categories option/header either, and opening an incognito window in Chrome doesn't help.  Without classes, making the switch to Quickbooks Online won't make sense for us.  To pay more than Desktop for less functionality seems silly.

QuickBooks Team

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Hello @other98,

 

The Categories section in the Advanced tab is only available in QuickBooks Online Plus. Let me provide more information and help you from there.

 

In the other versions of QuickBooks Online, class tracking isn't available. Turning on the class tracking, as mentioned above, can be found in your Accounts and Settings under the Advanced tab.

 

If you're not using the Plus version, you won't be able to see the Categories section and turn on the class tracking for your account. You'll need to upgrade your current version to use it.

 

To upgrade your current version, you may follow these steps:

  1. Click on the Gear icon.
  2. Choose Accounts and Settings.
  3. Click on the Billing & Subscription tab.
  4. In the QuickBooks section, click on Upgrade.

I've attached an article that you may find handy: How to Set Up and Use Class and Location Tracking?

 

You can always leave a comment below if you have other questions.

AEZ
Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

No categories in the Advanced tab

QuickBooks Team

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Hi there, AEZ.

 

Thank you for posting here in the QuickBooks Community.

 

Setting up class tracking in QBO is only available in QuickBooks Online Plus.

 

If you're already using the Plus subscription, it could be your browser's cache is full. That's why you're unable to see the categories in the Advanced tab.
 
Let's use a private browser to disable the cache from saving your browsing data. It's a good way to check issues caused by a full cache.

 

Here's how to use private browser:

 

  • For Google Chrome: Press Ctrl + Shift + N

 

  • For Internet Explorer and Mozilla Firefox : Press Ctrl + Shift + P

 

  • For Safari: Press Command + Shift + N

If the steps above works, I suggest to clear your browser's cache to prevent you from using old forms, protects your personal information, helps our applications run better on your computer.

 

If the steps above will not work, you can use supported browsers as alternative.

 

After following the steps above, please check this article on how to use classes to track income, expenses: Get started with class tracking in QuickBooks Online.

 

Let me know if there's anything else I can do to help you succeed with QuickBooks.

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Where is the gear icon

Moderator

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Welcome to the Community, Lindagl.

 

When you login to QuickBooks Online, the Gear icon is located at the upper right-hand corner of the page. Other users describe it as a cogwheel, and is located between the Create (+) menu, and the Help (?) button.

 

Check out this screenshot for your visual reference:

 

 

For future reference, check out the How to configure company settings article. It provides detailed instructions on how you can configure company settings.

 

Also, please let me know if you're using the Desktop version of QuickBooks. Any details you can add will help ensure a timely solution.

 

I want to make sure this is taken care of for you. If you have any other concerns, post a comment below. I’ll pop right back in to assist further. Have a good one.

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

I have added location tracking and entered all the locations into the location list.  However, when I go to enter a bill or expense I am not seeing an option to add this column to the form.  I have location tracking turned on.  How can I allocate transactions to locations?

QuickBooks Team

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Hello @jalbus,
 

Currently, QuickBooks Online is unable to add location per column. However, we can set location for every bill or expense transaction you created through manual. Let me show you how:
 

  1. On the left panel, select +New.
  2. Under VENDORS, Choose Bill or Expense.
  3. Enter the needed information then select Location. From there, you can add the transaction you created.
  4. Hit Save.
     

There you have it. For your reference, you can check this article on how to categorize data from different locations: Set up and use location tracking.
 

Don’t hesitate to reach us once you have other questions. I’ll be here to help.

Level 1

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

How would you handle a bill or expense that was for more than one location?  For example, we have 15 franchise locations.  Say we make a purchase for office supplies for locations 1 and 2 in the same purchase.  I obviously don't want location 1 to take the full hit of the expense, but the location drop down function doesn't seem to allow to you split the transactions.  Is there a way to do that, or would I need to make two entries for the transaction?

QuickBooks Team

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

It's nice to hear back from you, @jalbus,

 

Location tracking in QuickBooks Online applies to the entire transaction. If you have more than one department for a sale or expense, use the classes to categorize them.

 

Here's how:

 

  1. Go to the QuickBooks Gear icon then select Account and Settings.
  2. Tap the Advanced menu and select Categories.
  3. Mark the Track classes check box, and pick One to each row on transaction from the drop-down.

This will create a Class column on the bill or expense. See this:

 

 

For additional information on using classes, I recommend the following links:

 

If you have other questions or clarifications about this topic, please keep me updated in the comment section. I'll be right here to share additional help and insights. Have a wonderful day!

Active Member

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Same here - did you end up keeping it or discontinue use of Quickbooks Online?  I've had 1 day of it and I think I need to cancel it and stay with desktop :-/

Moderator

Re: Hi gbnylan, I'd be glad to help you set up your class tra...

Hello there, mhcostigan.

 

Location tracking applies to the whole transaction. As of now, there's no option where we can assign a location for every line item.

 

I'll ensure take note of all the information you've shared here. This way, adding the location tracking for every item might be given a chance to be included in the next product updates. 

 

You may consider following the steps provided by my colleague Jen_D while they're evaluating your suggestion.


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