Create and manage classes in QuickBooks Online

Use classes to categorize transactions into meaningful segments, such as departments, product lines, or locations. This allows you to track profitability and expenses by specific business areas.

Overview

Class tracking helps you get clearer insights into your sales, expenses, and profitability by business segment. You can organize customer and vendor transactions by class to see exactly where your money is coming from and going.

Note: Only admins in QuickBooks Online Plus and QuickBooks Online Advanced can create classes; this feature isn't available in Simple Start or Essentials. If you’re ready to use class tracking, upgrade your plan.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Prerequisites

Before you can create classes, you must enable class tracking in your settings.

Create a class

Keep your class list simple to ensure your reports remain easy to understand.

1. Go to Settings ⚙ and select All Lists.
2. Select Classes.
3. Select New.
4. Enter a name for the class.
5. (Optional) To create a sub-class, select Is a sub-class and choose the main class it belongs to. You can nest up to five levels of classes.
6. Select Save.

Manage classes

You can edit or delete classes as your business needs change.

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 or restore a class

If you no longer need a class, you can make it inactive.

• This removes it from your lists but keeps the historical data.
• After a class is inactive, it no longer counts toward your usage limits.

Delete (Make inactive):

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 (Make active):

1. Select Settings ⚙ above the class list.
2. Select the Include inactive checkbox.
3. Find the inactive class you want to restore.
4. Select Make active.

Result: Your classes are updated, and you can now assign transations to them for better reporting.