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davekagrise
Level 1

How do I set up class tracking in QB online simple start?

 
1 Comment 1
FaithA
QuickBooks Team

How do I set up class tracking in QB online simple start?

Hi, Dave.

 

It's great to see you’re exploring options to enhance your financial management. Currently, Class Tracking is a feature available only in QuickBooks Online Plus and Advanced. Upgrading your plan would give you access to this feature along with many other powerful tools. Let me share more details with you.

 

Since Simple Start is designed to meet the needs of small businesses with straightforward accounting, upgrading your plan will give you access to class tracking and help you better organize your financial data. To do so, follow these steps:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Settings and select Subscriptions and Billing.
  3. Ensure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then click Choose Plan.
  6. Follow the on-screen steps to upgrade your plan.

 

After this, you can get started on using class tracking. Feel free to visit these articles for more information:

 

 

Additionally, you'll find this article helpful as a guide to generating reports to check sales, expenses, or profitability by business segment: Run reports by class in QuickBooks Online.

 

Furthermore, I'm also pleased to inform you that you can elevate your financial management with the help of our QuickBooks Live Expert Assisted team. They specialize in helping you transform your financial management and provide personalized advice for your business's specific demands.

 

Please feel welcome to return to the thread if you have more questions about class tracking. The Community team is available around the clock to assist you. Take care.

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