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A
AliciaHTBG
May 18, 2022
Solved

"Class" categories

  • May 18, 2022
  • 1 reply
  • 5 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.

      Q
      QueenCModerator
      Moderator
      September 13, 2023

      This is WRONG - the little message when you click make inactive clearly states this will NOT reduce usage.


      Thanks for joining here in the thread, Mel.

       

      I'd like to provide you with accurate information however, I will be needing more details about your concern so I can assist you appropriately.

       

      Are you using QuickBooks Online? or QuickBooks Desktop? Also, I would truly appreciate it if you could provide a screenshot of the little error message you're referring as this will enable me to have a visual reference of your scenario. Any additional information will be much appreciated.

       

      I'll keep an eye out for your reply and I look forward to assisting you further. Keep safe and have a good one. 

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