Setting up Subclasses

Allow me to guide you in setting up sub-classes, @debra28.

Organizing your financial data is crucial for any business, and creating classes can help you achieve this goal. Assigning classes to your transactions enables you to classify them based on important criteria such as customer, job, or product. By doing so, you can better track and analyze your income, expenses, and inventory items. This, in turn, allows you to generate customized reports that provide you with valuable insights into your business's financial performance.

When creating sub-classes, ensure to use an existing parent class. Entering a non-existing parent class will prompt an error message saying, "Please make a valid entry". To properly create a sub-class, here's how:

Create a parent Class

1. Click the Gear icon.
2. Select Classes.
3. Hit New, then enter a name for the class (Note: Do not tick the box)
4. Hit Save.
   
   

Create a sub-class 

1. Click New, then type in a name.
2. Tick the box.
3. On the Enter parent class dropdown, choose the name of the class you previously created.
4. Click Save.
   
   

You can categorize transactions by departments or product lines to get a clear picture of each segment's financial health when generating reports. Please refer to this article: Get started with class tracking in QuickBooks Online (intuit.com).

If you have further concerns in setting up your sub-classes, feel free to comment below. We will always be here to assist you. Have a great day ahead!

Hello,

I have set up the class example ABC LLC. It’s when I try to create a subclass for ABC LLC its says must have a valid entity.

Thank you

Welcome to the community, Debra.

Currently, we have an ongoing investigation about entering sub-classes into the parent class. 

With that in mind, I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. Once updates are available, you'll be notified through email.

Here's how:

1. Go to the Help menu.
2. Click Search, then select Contact Us.
3. Type your issue in the field.
4. Click Continue.
5. If you want to connect with us, choose either Chat with us or Have us call you.

In the meantime, you can perform this workaround:

1. Temporarily, Edit the Parent class name into a shorter one. Example: Property, we can shorten it to Proper.
2. Then, we can add a subclass.
3. Once done, we can change the Parent class name to the original one.

For more details, check this article: Create and manage classes in QuickBooks Online

You can generate financial reports to get a summary of your business' financial status.

Keep in touch if you have other questions. I'll be around to assist further. Have a great rest of the day!

Thank you, I will reach out. I'm not really following by what you mean by changing the Parent class to a lower number in order for the subclass to show in the dropdown list.

In the meantime, you can change your Parent class name to a lower number in order for the sub-class to show in the dropdown list; you need to select it and then change it back afterward.

Thank you for dropping by the Community, Debra.

Allow me to share some insights about adding sub-classes to a Parent class in your QuickBooks Online. 

My colleague provided a workaround for you to add a sub-class to your QBO. To simplify the workaround provided, you need to make your Parent class shorter to make it appear on the dropdown list when adding a sub-class.

 Here's how:

1. Go to the Gear icon and click All Lists.

2. Choose Classes and click on New.

3. Create a shorter name for your Parent class.

4. After saving the shorter Parent class, you can now add your sub-class. 

5. Once done, you click Save.

6. From there, edit your newly created Parent class. Click the dropdown arrow, then click Edit.

8. Edit your Parent class name into your desired one then click Save.

Furthermore, I'm adding this article as your guide in tracking your transactions by class: Track your transactions by class in QuickBooks Online

Let me know how it goes by dropping a reply below. Have a great good one!

I am having a similar issue I think.  

I have created classes and subclasses but the subclasses do not appear in the dropdown list when I am trying to assign transactions to a subclass.  If I type in the subclass name I get an error message.  

How to I assign a transaction to a subclass?

We apologize for the inconvenience caused by the issue with the class feature, @MzRebecca. Rest assured, we will promptly address this concern to ensure the feature functions properly.

Before we start, could you please provide us with the specific error message you received when trying to assign a transaction to a subclass? Any additional information you can provide would be greatly appreciated.

On the other hand, let's perform some troubleshooting steps to fix this. Sometimes, browser caches can become filled with frequently accessed page resources, leading to errors or unexpected responses. To resolve the issue, try accessing your account using a different browser or enabling private browsing mode. You can use the shortcut keys below:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

If it works, return to your regular browser and clear your browser's history to start afresh. We also suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.

To learn how to add, delete, or restore a class in QuickBooks Online, I suggest browsing this article: Create and Manage Classes.

In addition, I've included an article to guide you in assigning classes to your transactions in QuickBooks: Track your Transactions by Class.

Feel free to contact us if you need further assistance in managing your classes. By reaching out, you enable us to offer precise assistance tailored to your needs.