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Create and manage classes in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online732Updated 3 weeks ago

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

After you turn on class tracking, create a class for each segment in your business. 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.

We’ll help you set up your classes.

How to add a new class

Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports.

Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking.

  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.

Once you’re all set up, you can start to track your transactions by class.

Learn more about usage limits.

How to delete a class

If you no longer need a class, you can make it inactive. Once it’s inactive, it no longer counts toward your usage limits.

  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).

How to restore a deleted class

If you need to, you can restore a class you deleted.

  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.

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