Create and manage classes in QuickBooks Online

Learn how to add, delete, or restore a class in QuickBooks Online Plus and QuickBooks Online Advanced.

New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started.

Classes represent meaningful segments in your company, like store departments or product lines. You can organize your customer and vendor transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment.

Here’s how to create and manage classes.

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Prerequisites

• To learn more about classes, check out our class tracking overview. 
• To create and manage classes, you must first turn on class tracking.

Create a class

It’s best to keep it simple. Too many classes can be overwhelming to manage. The more straightforward your classes are, the easier it is to understand your reports.

Note: Only admins in QuickBooks Online Plus and QuickBooks Online Advanced can create classes. If you’re ready to use class tracking, upgrade your plan. 

1. Go to Settings ⚙ and select All Lists.
2. Select Classes.
3. Select New. Give this class a name.
4. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes.
5. Select Save.

Edit a class

1. Go to Settings ⚙ and select All Lists.
2. Select Classes.
3. Find the class you want to edit.
4. Select the small arrow ▼ next to Run report, then select Edit.
5. Make your changes, then select Save.

Delete a class

If you no longer need a class, you can delete it. After a class is inactive, it no longer counts toward your usage limits. You can restore an inactive class anytime.

1. Go to Settings ⚙ and select All Lists.
2. Select Classes.
3. Find the class you want to delete.
4. Select the small arrow ▼ next to Run report, then Make inactive (reduces usage).

Restore an inactive class

If you want to work with an inactive class, restore it to make it active again. 

1. Go to Settings ⚙ and select All Lists.
2. Select Classes.
3. Select Settings ⚙ next the the Print icon, then select Include inactive.
4. Find the class you want to restore, then select Make active.

Next steps

• After you create a class, you can track your transactions by class.
• Find out more about usage limits.