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Level 4

Does QBO have sub classes?

I am setting up classes in QB for a nonprofit. I want to set up a class called Programs and a sub class for each individual program (3).  I can see how to create a single class from a transaction (add new) but I don't see how you create classes and sub classes to create a hierarchy (roll up) like we did in QB desktop. Is this functionality still there? 

9 Comments
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Level 4

Does QBO have sub classes?

I see it. Under lists. Sorry, My bad

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Moderator

Does QBO have sub classes?

Hello there, @Mrjan.

 

It's a pleasure to see you here in the Community.

 

I'm glad to know that you already found out how to create a sub class in QuickBooks Online (QBO). Just in case you need it, here's a helpful article that tackles how to set up and use class and location tracking in QBO.

 

Thanks for being a part of our QuickBooks family. Should you have any follow-up questions, you're always welcome to post here in the Community. Take care and have a good one!

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Level 1

Does QBO have sub classes?

You did not answer the question. I am also looking for this information, which is to roll sub-class budgets to create a company budget.

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QuickBooks Team

Does QBO have sub classes?

Hi there, @JASTrade.

 

Thanks for joining the Community today. Allow me to walk you through on how to roll a sub-class budget to create a company budget.

 

In QuickBooks Online, you can create a sub-class budget that will generate a company budget. However, you may need to turn on classes and locations first and set up sub-class.

 

To do that: 

  1. Click on the Gear icon.
  2. Select on All List.
  3. Click on Classes.
  4. Click on New.
  5. Put a check-mark on the Is subclass box.
  6. Click on Save.

After that, you can start creating budgets by class, customer, location, or without specification. 

 

Let me show you how:

  1. Click on the Gear icon.
  2. Select on Budgeting.
  3. Select Add Budget.
  4. Enter the Budget Name.
  5. Click on the Subdivided by drop-down arrow.
  6. Choose Class.
  7. Click the Add subdivided budget for drop-down arrow.
  8. Put a check-mark on your desired sub-class.
  9. Click on Save.

For more information on how classes and budgets work in QuickBooks Online, please check out these articles:

This should get you on the right track @JASTrade. I'll be around if you need any help or if you have any other questions. Have a great day!

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Level 1

Does QBO have sub classes?

Unfortunately, I don't see steps to roll multiples sub-class budgets to a company budget, following the hierarchy of the class structure. Am I missing something?

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QuickBooks Team

Does QBO have sub classes?

It's good to hear from you again, JASTrade,

 

I hope you're doing great today. Allow me to jump in this thread and provide some information on the main and sub-class budgets in QuickBooks Online (QBO).

 

I'd like to begin by letting you know that you're not missing anything. Sub-class budgets in QBO don't flow into the company budget. They're presented individually, especially when you look at reports like Budget vs Actuals or Budget Overview.

 

I've attached a screenshot below to show you what I'm referring to. For additional information on this, I'm also including this article: How to create, edit, and manage budgets

 

The ability to make sub-class budgets roll to a company budget based on their hierarchy is a feature that I can see as being helpful to you and others.  I'll be sure to submit feedback, which is sent to our Product Development Team when considering features to introduce in software updates. QBO is constantly improving thanks to the wonderful ideas provided by users, like yourself.

 

Please know that I'm only a post away if you need additional assistance. I'm always here to provide help and answer any questions that you may have. Wishing you and your business all the best!

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Level 1

Does QBO have sub classes?

Hi

 

In QuickBooks Online, you can create a sub-class budget that will generate a company budget. However, you may need to turn on classes and locations first and set up sub-class.

 

To do that: 

  1. Click on the Gear icon.
  2. Select on All List.
  3. Click on Classes.
  4. Click on New.
  5. Put a check-mark on the Is subclass box.
  6. Click on Save.

I am trying to create sub class in quick books online and I do not see class under all list.

 

My question is does QB online has this feature? Pl suggest.

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QuickBooks Team

Does QBO have sub classes?

You can create a sub-class in QuickBooks Online, lak9.

 

We can follow the same steps in setting it up. Though, make sure to turn it on first. You'll see a pop-up when you select on New. Enter a new class name and make sure to click on Is sub-class tick-box. Then, select the parent class on the drop-down.class.PNG

class1.PNG If you haven't created a parent class yet, simply remove the check mark in the Is sub-class tick-box. It will become a parent class after saving it.

 

Here are some of the helpful links for your reference:

Keep your posts coming if you need more help. I'm just a click away.

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Level 1

Does QBO have sub classes?

Wow. This is an old one before I even had gotten into QBO. Thanks for the responses. Problem solved

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