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ptier
Level 1

Classes

I turned on class tracking, but I can't add a class to my chart of accounts.

1 Comment 1
Jane Reyzel
QuickBooks Team

Classes

Hello there, @ptier.

 

Good job in turning on your QuickBooks Online class tracking. Indeed, that is the first valid step in creating a class. 

 

However, if you're having trouble creating one. I can help you look back on the steps you've done to make sure you haven't overseen any steps. 

 

Firstly, let's turn on your Class tracking on the settings:

 

  1. Go to the gear icon.
  2. Click Account and Settings
  3. On the Advanced tab, locate Categories & click it. 
  4. Toggle-on Track Classes
  5. Make sure it's on.
  6. Then, click Save on the lower right of the screen. 

 

Next, Let's create a class

 

  1. Click the gear icon
  2. Under Lists, click All Lists
  3. You will be routed to the lists of options you can do in QuickBooks.
  4. Locate Classes (colored blue) then click it.
  5. Create a class by clicking the green New button at the upper right part of the screen. 
  6. Fill in the needed details.
  7. Then, Save

 

The option to create a class through the Chart of Accounts main page is possible by clicking the All List (blue hyperlink) at the upper right side of the screen. However, I suggest using the steps above regarding the creation of a class through the gear icon as this is easier. 

 

You can also check these articles to better guide you moving forward:

 

 

Let me know if you have further concerns about managing your QBO. It would be our pleasure to help you. More power to your business. 

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