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astevens32
Level 1

Change/reformat class tracking in QBO

We currently have our company setup in QBO with multiple classes and sub-classes. We want to re-format how our classes are currently setup to simplify how things are being tracked. Is there a way to re-group the classes and subclasses without making them all inactive and starting over? We currently have different general categories with subcategories for 2 different locations. We now want to make the 2 locations the top class with the general categories as the subclasses under each of the 2 locations. For example: Current classes are Events, Languages, Admin with Location 1 and Location 2 as sub categories under each of those classes. We now want the classes to be Location 1 and Location 2 with Events, languages and Admin as subclasses under the locations. We have been using the original class tracking method for several years so we still want our prior year reports to show correctly if we make changes to the classes now. So my questions are: 
1. Can we re-format the classes to do make subclasses now the top class and the top classes sub classes?

2. Will this affect our prior year class tracking reports?

3 Comments 3
CharleneMae_F
QuickBooks Team

Change/reformat class tracking in QBO

Yes, you can modify your classes and sub-classes in QuickBooks Online, astevens32.

 

To start, we'll have to remove the sub-classes to make them the parent classes. Here's how:

  1. Go to the Gear icon and then select All list.
  2. Choose Classes.
  3. Locate Location 1, then click the drop-down menu under Action.
  4. Click Edit.
  5. Uncheck the checkbox Is sub-class.
  6. Select Save.
  7. Perform the steps to the other sub-class.

 

Once done, we can now make the Events, Languages, and Admin as sub-classes.

  1. From the Classes page, locate Events.
  2. Click on the drop-down arrow under Action.
  3. Select Edit.
  4. Place a checkmark in the box beside Is sub-class, then select the parent class in the drop-down list.
  5. Chose Save.
  6. Repeat the process to the other new sub-classes.

 

As for your second question, the modification won't affect the prior year's class tracking reports. Once done editing, the changes will automatically update in the existing transactions.

 

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

 

Additionally, I've added an article that'll help organize your customer and vendor transactions by class. This is to ensure your data is accurate: Track your Transactions by Class.

 

Get in touch with us if you need further assistance in managing your classes. Doing so helps us provide the accurate assistance you need.

Lyn129
Level 1

Change/reformat class tracking in QBO

When changing classes & sub classes, can you set a date to make the change effective? Ie. January 1?

 

If not what would be the best way to make changes effective as of a prior date?

MaryLandT
Moderator

Change/reformat class tracking in QBO

You're unable to set an effective date when changing classes and sub-classes, Lyn129.

 

You can always run reports to see and check what transactions are categorize into a specific class.

 

To know which report your business daily needs, check out this link for instructions: Run reports by class.

 

Let me know if there's anything else you need about changing class tracking in QuickBooks. I'll be right here to help you.

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