cancel
Showing results for 
Search instead for 
Did you mean: 
CFOSecrets
Level 4

Adding class tracking to the bank register

Hi.  We need to track classes for all payments/ expenses.  How can we add a field for class tracking to the bank register? 

 

Thanks

1 Comment 1
Adrian_A
Moderator

Adding class tracking to the bank register

Hello there, CFOSecrets.

 

The option to add a class column on the register is unavailable. Since the Class Tracking feature is intended to designate the products by location, we can only assign it to the transaction. However, I have a workaround that you may wan to consider.

 

We can run a report and then filter it to show the classes. I'll use the Profit and loss report as an example:

 

Let me guide you how:

 

  1. Click the Reports menu.
  2. Select Company & Financial and then select Profit and Loss by Class.
  3. Click the Customize Report button.
  4. Go to the Filters tab.
  5. Enter and select Class.
  6. Click OK.

 

 

I've also added this article that have detailed information on what reports to pull up and check to see the classes assigned: Set up and use class tracking in QuickBooks Desktop.

 

I'll be around if there's anything that I can help. Keep safe!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us