You can enable the class tracking feature if you're using QuickBooks Online (QBO) Plus and Advanced versions, @bowenbookkeeping33. I'm here to assist you in turning it on so you can make the most of it.
I'd like to clarify whether you're looking to add a class when selecting payments to include in your deposit. Thus, we can't do it directly from there. Therefore, you'll need to add it to the transaction itself.
However, you can add a class by including funds in your deposit. Just make sure you have turn on the feature. Here’s how:
- Go to the Gear icon and select Account and Settings.
- Select Advanced, then choose the Categories section to edit.
- Tick Track classes to switch it on.
- Select Warn me when a transaction isn't assigned a class. This is optional, but it means that when you look at reports, you know everything's been classified.
- Under Assign classes, select One to entire transaction or One to each row in transaction.*
- Click Save, then Done.
Learn more about class tracking by reading this reference: Turn on class tracking in QuickBooks Online. This way, you can start organizing your transactions by class.
To organize your bank deposits and other transactions in QBO, we recommend reconciling your account so they always match your bank and credit card statements.
You can tag me in your reply if you need more help managing your bank transactions and accounts in QBO. Its' always my pleasure to back you up.
