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LalaineBalaba
Level 1

Enter transaction by class

Hi, I have a question about the the tracking by class. I am not the admin, I tried to click the preference under the quickbook menu but it seems lock because I can not click it. I only wanted to enter transaction by class, our admin user is not in the office most of the time she is away. How I am going to do thi?

Solved
Best answer August 26, 2021

Best Answers
Candice C
QuickBooks Team

Enter transaction by class

Hey there, @LalaineBalaba

 

It's great to see you back in the Community. Allow me to give you some information to help answer your question. 

 

Based on the details you provided, I recommend letting a user with full access or the admin turn on the class feature. This will help resolve the issue and they should have the option available to them. 

 

In the meantime, here's a guide that can help you in the future: Set up and use class tracking in QuickBooks Desktop

 

Feel free to ask me any other questions that you may have. Have a good one!

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2 Comments 2
Rustler
Level 15

Enter transaction by class

Transactions are entered using accounts, or an item which is linked to an account.  THEN you can tag the transaction with a class on the transaction screen.

Candice C
QuickBooks Team

Enter transaction by class

Hey there, @LalaineBalaba

 

It's great to see you back in the Community. Allow me to give you some information to help answer your question. 

 

Based on the details you provided, I recommend letting a user with full access or the admin turn on the class feature. This will help resolve the issue and they should have the option available to them. 

 

In the meantime, here's a guide that can help you in the future: Set up and use class tracking in QuickBooks Desktop

 

Feel free to ask me any other questions that you may have. Have a good one!

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