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C
chucklobaugh
February 6, 2023
Question

Default Classes

  • February 6, 2023
  • 1 reply
  • 1 view

I have Quickbooks Online Advanced with Classes. I can not seem to find a way to set up my vendors with a default class. I also don't seem to be able to create rules for my banking synchronization that would allow me to assign the proper class to a rule. Am I missing something, this seems like a very basic thing that many people using classes would need an option for. Thank you. Chuck

    1 reply

    L
    lin_jcaj
    Level 9
    February 7, 2023

    Hello, Chuck. I'm here to help ensure you achieve your goal today about assigning a class.

     

    QuickBooks Online Advanced features to assign a class to a bank rule. I'll be glad to walk you through the process. 

     

    1. Go to Banking and select Rules.
    2. Click New rule.
    3. Enter the name of your rule and other information.
    4. Scroll down to the Then Assign section, then assign a Class.
    5. Click Save.

    For more details about the process, check this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

     

    Regarding assigning the default class to a vendor, the option is unavailable. We'll take this as a product suggestion as we continue to develop features that will improve your QuickBooks experience.

     

    Moreover, visit our expenses and vendors page to read articles and learn tips on how to manage vendor transactions.

     

    Keep me updated if you have additional questions about the class tracking feature. I'll be glad to assist you more.

    C
    chucklobaughAuthor
    September 13, 2023

    Thank you for your reply and I will look there, but what I was hoping for was to select the default class for a vendor in the vendor setup just like I select the default gl expense account for them. This just seems like such a standard thing that folks using classes would want to be able to do. It amazes me that this is not possible in QBO.

    R
    RCVQuickBooks Team
    QuickBooks Team
    September 13, 2023

    Let me share some insights on how class tracking works in QuickBooks Online (QBO), chucklobaugh.

     

    The option to assign a default class to a vendor, the option is unavailable. We use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. After setting up your classes, you can start to organize your customer and vendor transactions by class.

     

    We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:

     

    1. Go to the Gear icon.
    2. Hit Feedback.
    3. Type in your recommendation in the Share your feedback field.
    4. Click Next.
    5. Follow the on-screen instructions to complete the process.

     

    Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. Feel free to check out these articles to view various details on how classes track income, expenses, or profitability by business segment and how it works in QuickBooks to help you run your business needs:

     

     

    Please let me know if I can be of any additional assistance in tracking your vendor transactions. I'm always here to help. 

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