Classes, Items, Types Assistance

Can you help explain when I would choose to assign class to items or if I should choose assign class to accounts. I use classes for our 5 retail locations. I want to assign each document a class such as the sales invoice, and also the sales accounts and COGS account associated with that document. 

Thank you.

Hi there, @SandyH1.

Thanks for joining this thread. Allow me to step in and share some information about how to use the class tracking feature in QuickBooks Desktop (QBDT).

Turning on this feature in QBDT will let you assign a class to transactions such as an invoice. This lets you track account balances by department, business office or location, etc.

Technically, you can assign a class to either items or accounts. However, you also have the option to only assign a class to Accounts, Items, and Names depending on what you prefer. Here's how:

1. Go to the Edit menu at the top, then pick Preferences on the drop-down.
2. Select Accounting on the left pane, then Company Preferences tab.
3. Put a check mark to Use class tracking for transaction under CLASS section.
4. Check the box beside Assign classes to, then choose on the drop-down.
5. Click OK.

For your reference, you can also check out this article for more information: How to Use Class Tracking in QuickBooks.

That should point you in the right track. Please let me know how it goes or if you have any additional questions or concerns. I'm always here to answer them. Take care and have a good one!

Hi Fritz, thank you for helping with this subject. I have another question and I couldn't find an answer by searching for it. I want to know if we can bypass the bill pay section and just assign classes while writing checks? I think we can in QuickBooks online but we are using QuickBooks desktop 2015. It's old, I know. We may upgrade but want to know what options we have. We only have a few transactions each month and bill pay section really seems like too much, yet we do need to  or use classes or job assignments.  Thank you for your help.

Hi there, Cynthia2019,

Nice to see you here in the Community! Thanks for joining the thread. Allow me to answer your question about writing checks.

Once Class tracking feature is turned on, it will be visible to line items in checks. However, if the class column is not visible when creating a check, then you may have not turn on the feature.

Upon writing a check, you have the option to bypass the Pay Bill window by just clicking the Continue Writing Check button. From there, you can simply write a check and assign classes.

To have a better view about this process, you can read this article: Create, modify, and print checks.

For future reference, you may also find this great resource helpful: Create an automatic recurring payment (check) to a vendor.

You can always get back to me if you have any other questions. I'd be glad to offer additional assistance.

Thank you so much for your reply. I did not get a notification about this reply in my email or would have been overjoyed.  One thing you are not mentioning is if this feature works for our older version of Desktop? The reason why I ask is that we certainly have been using the class feature already, but just don't see it when just trying to write a check.  

Again thank you. I will definitely check the forum more often and not wait for the email. :)

Hi MirriamM,

I just read a bit of the document you linked. It does give some tips if the classes are not showing in the checking window or register. I'll try to see if this works and get back to you.

Thanks again!

Why doesn't the option to "Assign classes to (accounts, items, names)" appear on my application? I am using the Desktop Premier 2018 version if that makes any difference. 

Let me share some insights about class tracking that can help you, Keiz.

The Assign classes to option is only available in QuickBooks Enterprise. For QuickBooks Pro, we can activate the Use class tracking for transactions to assign your transactions to a class upon creating it.

Here's how: 

1. Select Edit from the top menu bar.
2. Choose Preferences.
3. Select Accounting, then go to the Company Preferences tab.
4. Tick the Use class tracking for transactions checkbox.
5. Select the Prompt to assign classes checkbox (if you want a reminder when you haven't assigned a class).
6. Hit OK.

Class tracking applies to these following transactions:

• Invoice
• Sales receipt
• Estimate
• Sales order
• Statement Charges
• Refunds and credits
• Check
• Credit card charges
• Bill
• Purchase order
• Paycheck

Once activated,  the CLASS drop-down menu (beside the TEMPLATE drop-down menu) will appear when you create those transactions mentioned above.

For more information about this process, you can read this article: Set up and use class tracking.

I've added an article that will help you in managing class-related reports: Filter, sort or total reports by Class.

Please let me know in the comment section if you other concerns or questions about class tracking. I'll be right here to keep helping.

HI, I am currently using Desktop Pro 2020 and I do not have the option to assign classes to an Item. Why is this?

Welcome to the Community, clearfinancials.
 

With class assigning, classes can be assigned to a number of transactions, such as invoices, estimates, sales orders, checks, bills, credit card charges, and etc.
 

Currently, QuickBooks Desktop doesn't have the ability for users to assign classes to items. I understand this feature could benefit your business, so I've submitted feedback to our product development team. This way, it can be considered in future updates.
 

You can find further information about assigning classes and using class tracking in our Set up and use class tracking resource.
 

If you have any other questions, I'm just a post away. Have a great weekend!

@clearfinancials 

You need an inventory management app wih the matrix inventory feature.

Good Morning, I am setting up class accounting and I am not sure if I should assign classes by Accounts, Items or Names?

I am mostly looking to assign payroll costs.

Thank you,

Robin

I can not figure out how to assign customers to classes in Quickbooks 2022 for accountant. The preference to assign classes to accounts is missing and therefore in the additional information tab of the customer setup, there is not Class: with dropdown slection.

Hi there, chucklobaugh.

Assigning classes to names can be only be done in the Enterprise version. This is the reason why you're unable to see the option to assign classes to accounts or names in QuickBooks for Accountant. 

Although, you can still assign classes to transactions in the version that you're using. Just make sure to activate the feature in your Preferences window. Here's how:

1. Go to the Edit menu and select Preferences. 
2. Click Accounting and proceed to the Company Preferences window. 
3. Check the box for Use class tracking for transactions.
4. Click OK. 

Once done, you can now assign classes in your transactions. You can either assign classes per line item or to the entire transaction. 

I'd also like to share these articles for more references: 

• Set Up And Use Class Tracking In QuickBooks Desktop
• Filter, Sort Or Total Reports By Class

Reply to me or post more questions if you ever need more help with QuickBooks. We'll be more than delighted to help you again. 

It is turned on. It just doesn’t allow me to assign classes to my customers. I’m told this is an enterprise feature, which is crazy.

Hello, Chuck. 

I appreciate taking the time to follow-up with us on the Class tracking feature issue. I'll take it from here and share other details about the ability to assign classes to customers. 

Yes, that's correct. The ability to assign classes to customers is only available in the Enterprise version. 

You'll want to consider upgrading to Enterprise if customer classes are critical to your business. This article will help you with the steps and details on how to upgrade your edition: Upgrade to QuickBooks Enterprise from Desktop Pro/Premier. 

If you'd like to keep your current edition, you can assign classes to your customer transactions (sales receipts, invoices, etc..).

For estimates, invoice or sales receipts, these can be assigned to the whole transaction form or by line item. 

Need more help with the Class tracking feature? I'd recommend checking this article: Set up and use class tracking in QuickBooks Desktop.

If you need help checking your sales data and other financial information, you can run reports in QuickBooks. I'll add this article in case you need to familiarize yourself with the reports: Understand reports.

I'll listen to other concerns you might have regarding the features in QuickBooks Desktop. If you have any questions about recording customer transactions, reply to this thread with the details. I'll get back to you to help you out. 

Is there a way to permanently  add a class to an item? Our company has 3 classes. Company, Showroom and Contract. There are items that we sell that will only ever be showroom. Is there a way to have an item always show up as showroom? 

Welcome to the Community, @M Cramer.

Currently, the option to permanently add a class to an item is unavailable.

I understand the importance of adding a class to an item permanently in QuickBooks Online (QBO). While this option is unavailable, I recommend sending feedback about it. This will give us an idea of how we may improve the functionality of QBDT to meet users' needs and enhance the working experience.

Here's how:

1. Select the Help option.
2. Select the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window displays.
4. Enter your comments or feedback suggestions.
5. Click the Send Feedback button.

Additionally, you might want to check these articles to guide you in customizing any report that you want to generate and memorize it if you want the same settings as the customized reports.

• Customize reports
• Create, access, and modify memorized reports

Feel free to click the Reply button below if you have other questions about the class. I'm always here to help. 

I would like to add classes to the items - how do I do it in desktop?

Thanks for getting involved with this thread, rmate.

I can certainly understand how an ability to add classes to items could be useful and have submitted a suggestion about it as of today.

You can submit your own feature requests while using QuickBooks.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

If there's any additional questions, I'm just a post away. Have an awesome Wednesday!