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Can we merge two classes?

 
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QuickBooks Team

Can we merge two classes?

Yes,  you can, cheryl-yee-dhti-.

 

When merging two classes, all the information and transactions that are classified using it will be combined. I'm here to walk you through the process.

 

 To begin, you'll have to identify which Class name you want to keep and which one to be merge. Once done, you can now start merging the classes.

 

  1. Go to the Gear icon and then select Lists.
  2. Select Classes.
  3. Find the class name you want to combine.
  4. Under the Action column then click Edit.
  5. Enter the name of the class you want to keep (names should be identical).
  6. Click Save.
  7. Click Yes, on the prompt message.

 

For your visual reference, I've attached some screenshots below.

CL.PNG

CL1.PNG

CL2.PNG

CL3.PNG CL4.PNG

CL5.PNG

 

Aside from class list, there are other lists that you can combine in QuickBooks, and we've listed them in this article: Organize Your List.

 

Additionally, import your list to QuickBooks Online, I encourage you to check out this article to learn more: Move Your Lists.

 

Don't hesitate to keep in touch with us if you need further assistance. This way, we'll be able to guide you through the process.

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