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A
AliciaHTBG
May 18, 2022
Solved

"Class" categories

  • May 18, 2022
  • 1 reply
  • 2 views

If you remove a category from "Class," what happens to the historical data associated with it? 

Best answer by Carneil_C

Thanks for your time posting you concern in the Community, @AliciaHTBG.

 

I’ve come to give some insights and help you with removing a category from a class in QuickBooks Desktop.

 

When deleting a category from a class, any transactions associated with it won’t be removed. However, the deleted class will be marked inactive.

 

Here's how you can delete a class:

 

  1. Go to List.
  2. Click Class List.
  3. Select a category you want to delete.
  4. Click Delete.

 

For more details about the class tracking feature, feel free to visit this article: Set up and use class tracking in QuickBooks Desktop.

 

If in case you want to generate reports by class, you can check out this handy resource here for your guide: Filter, sort or total reports by Class.

 

Please let me know if you have additional questions or concerns about class feature in QBDT. You can reach out to the Community at any time. Take care!

1 reply

C
Carneil_CAnswer
Level 6
May 18, 2022

Thanks for your time posting you concern in the Community, @AliciaHTBG.

 

I’ve come to give some insights and help you with removing a category from a class in QuickBooks Desktop.

 

When deleting a category from a class, any transactions associated with it won’t be removed. However, the deleted class will be marked inactive.

 

Here's how you can delete a class:

 

  1. Go to List.
  2. Click Class List.
  3. Select a category you want to delete.
  4. Click Delete.

 

For more details about the class tracking feature, feel free to visit this article: Set up and use class tracking in QuickBooks Desktop.

 

If in case you want to generate reports by class, you can check out this handy resource here for your guide: Filter, sort or total reports by Class.

 

Please let me know if you have additional questions or concerns about class feature in QBDT. You can reach out to the Community at any time. Take care!

    A
    AmandaC79
    July 13, 2023

    How can I delete "Classes" in the online version of QuickBooks? The directions given above only works in the Desktop version.

      Rubielyn_J
      Rubielyn_J
      Level 8
      July 13, 2023

      It's a delight to have you here, @AmandaC79.

       

      No worries at all. I have the steps ready for you on how to delete classes in QuickBooks Online.

       

      If you no longer need a class, you have the option to mark it as inactive. By doing so, this will no longer contribute to your usage limits.

       

      Here's how: 

       

      1. Navigate to Settings ⚙ and choose All Lists.
      2. Select Classes.

         
      3. Locate the class you want to delete.
      4. Select the small arrow ▼ next to Run report, then Make inactive (reduces usage).

      5. Lastly, perform the same procedure for the remaining classes that you want to remove.

       

      I also encourage you to visit this link, where you can find comprehensive resources on managing classes in QBO: Add, delete, or restore a class.

       

      In case you are seeking assistance with the process of assigning classes to transactions in QuickBooks Online, I suggest utilizing this article as a helpful resource: Track your transactions by class in QuickBooks Online.

       

      Don't hesitate to tag my name if you have further concerns with deleting classes in QBO. I'll be more than happy to help you more. Stay safe!

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