Invoice Class Tracking QBO capabilities

Maximum · ‎February 28, 2019

I am in the process of transitioning to QBO from Pro Desktop. I use classes quite extensively and in the desktop version I can assign a class to a particular invoice and a different class to each line item on the invoice. Can I do both with QBO or only the line items? If it possible how?

I've attached a screenshot of the desktop version where I enter classes.

Rustler · ‎February 28, 2019

@Maximum wrote:

I am in the process of transitioning to QBO from Pro Desktop. I use classes quite extensively and in the desktop version I can assign a class to a particular invoice and a different class to each line item on the invoice. Can I do both with QBO or only the line items? If it possible how?

I've attached a screenshot of the desktop version where I enter classes.

In QBO classes track line items

locations track the whole transaction, like in desktop when you use a class up by the customer name that is for the whole transaction, that would have to be a location tag in QBO

a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)

View solution in original post

Alessandra_B · ‎February 28, 2019

Welcome to the Community, @Maximum!

In QuickBooks, you have two options when assigning classes to your transactions. Let me provide these options to you to help further.

You can track classes in your transactions by assigning them per transaction, or per line item.

Let me guide you in turning on your class tracking in QuickBooks.

Click on the Gear icon, choose Accounts and Settings.
Click on Advanced.
Select Categories, tick on Track Classes.
Under the Assign classes drop-down, choose between One to entire transaction or One to each row in transaction.
Click on Save.

Also, you can turn on your location tracking by ticking the Track Locations in your Accounts and Settings.

This article can help you when you successfully transition to QBO: How to Set Up and Use Class and Location Tracking?

Please let me know if you have any other questions. I’ll be here to assist you. Have a good one!

Rustler · ‎February 28, 2019

@Maximum wrote:

I am in the process of transitioning to QBO from Pro Desktop. I use classes quite extensively and in the desktop version I can assign a class to a particular invoice and a different class to each line item on the invoice. Can I do both with QBO or only the line items? If it possible how?

I've attached a screenshot of the desktop version where I enter classes.

In QBO classes track line items

locations track the whole transaction, like in desktop when you use a class up by the customer name that is for the whole transaction, that would have to be a location tag in QBO

a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)

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Invoice Class Tracking QBO capabilities