Can you configure default class(es) for each product?

Hi there, @alect.

Yes, you can select a default class for each product and service item in QuickBooks Online. Let me show you how.

First, make sure that you have turned on the class tracking feature in your account. 

Here's how:

1. Go to Gear icon ⚙ and select Account and Settings
2. Click Advanced then tap Edit ✎ in the Categories section.
3. Select Track classes.
4. Click the Assign classes ▼ drop-down, then choose One to the entire transaction or One to each row in transaction.
5. Hit Save, then Done.

Once done, follow these steps to assign a default class to your products and services. 

1. Click the Sales button then select Product and Services.
2. Locate the product and services.
3. Click the Edit button.
4. Choose a default class from the Class drop-down list. 
5. Select Save and close. 

After assigning, it will automatically be selected as a default class once you create your sales transaction. 

For more information, check out this article: Turn on class tracking in QuickBooks Online.

You can also see our class tracking overview to learn if it’s the right tool for you and how to get started.

Should you have other questions about classes or any other QuickBooks-related concerns, please let us know. The Community has your back. Have a great day ahead.

Thanks - seems I had already specified default classes for most products......  So why it the default not populating in new invoices?  My invoices are created via API from a third party platform - when I open them the class is not shown for the product on each line item.  What triggers the default class to be populated?

Appreciate the update, @alect. I'll share details about your invoices.

With the app integration in QuickBooks Online, the data shared between platforms is dependent on what is transferred from the third-party app.

Therefore, I recommend contacting the support of the app used to track your invoices and letting a specialist help assign the default class to populate. Visit the app in QBO and select App Information to learn more about their contact information.

I'm adding a reference to get an overview of how you can take and process payment from your customers: How to Receive Customer Payments for Invoices from your Customers?

Keep in touch if you need more assistance with QuickBooks invoicing, or if there's something else I can do for you. I've got your back. Take care and stay safe!