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Level 1

Link class to specific bank accounts

Hello, I am using Quickbooks Premier 2019 Edition.  Mainly my question is to alleviate the pain of having to go through each transaction for each "business location" I have set up.  I recently set up classes, referring to each location so I don't have to continually log in and out, which I was doing when it was set up as a different company for each location.  

For each 'class/location' I have individual bank accounts for just that location.  Is there anyway I can set up in settings to assign each account to the classes, rather than plow through each individual transaction to make sure I click the same class?

 

Thank you

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QuickBooks Team

Link class to specific bank accounts

Hello there, @dcl1.

 

At this time, assigning classes in each account is unavailable in QuickBooks Desktop.

 

However, you can utilize the Classes feature that allows you to track agent commissions coming and out being paid. You can also run reports and categorize them by class.

 

Here's how:

  1. Pull up any report.
  2. At the top options, click Customize Report.
  3. Under the Display tab, select the Class column.
  4. You can also go to the Filters tab and select Class.
  5. Click OK to save the changes.

Here are some articles to help you more with customizing reports by class:

Leave a comment below if you have follow-up questions. I'm always here to help. Take good care!

 

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