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quailr
Level 2

How do I delete/deactivate a class in QBO?

 
Solved
Best answer December 17, 2019

Best Answers
Emily M
QuickBooks Team

How do I delete/deactivate a class in QBO?

Happy Tuesday, @quailr.

 

I’ve got you covered with deleting a class in QuickBooks Online.

 

Here’s how:

 

  1. Choose the Gear icon.
  2. Click All List under List.
  3. Select Classes.
  4. Click/Highlight class to delete (make it inactive).
  5. Go to Report drop-down arrow under Action column.
  6. Push Delete.
  7. Pick Yes.

 

Please know if you need anything, I’m only a post away.

View solution in original post

9 Comments
Emily M
QuickBooks Team

How do I delete/deactivate a class in QBO?

Happy Tuesday, @quailr.

 

I’ve got you covered with deleting a class in QuickBooks Online.

 

Here’s how:

 

  1. Choose the Gear icon.
  2. Click All List under List.
  3. Select Classes.
  4. Click/Highlight class to delete (make it inactive).
  5. Go to Report drop-down arrow under Action column.
  6. Push Delete.
  7. Pick Yes.

 

Please know if you need anything, I’m only a post away.

View solution in original post

situ
Level 1

How do I delete/deactivate a class in QBO?

Hello ,

 

When you said "Go to Report drop-down arrow under Action column" is this report tab on left if it is I don't see Action Tab.

Currently I have just inactivated the class I would like to delete it. Help!!

Thank you

Catherine_B
QuickBooks Team

How do I delete/deactivate a class in QBO?

I'm here to sort things out with you, situ.

 

The Run report drop-down is in the Classes list page. Also, we can't totally delete a Class however, we can inactivate them which also reduces the number of usage. I'll provide the steps again and have attached some screenshots for your reference. 

  1. At the upper-right, click the Gear icon and select All Lists
  2. Click on Classes
  3. Let's look for the class to inactivate. 
  4. Under the ACTION column, click the drop-down arrow beside Run report
  5. Click Make inactive
  6. Select Yes to confirm. 

If we want to see a list of all our classes including the inactive ones, still in the Classes page, click the small gear icon above the ACTION column. 

 

We can also run reports that have classes with in it. You can refer to this article for more details on how to add classes on a report.

 

Feel free to get back to me if you need anything else. Take care!

situ
Level 1

How do I delete/deactivate a class in QBO?

Thank you for your help :)

I did inactivated the class however I was looking to permanently delete it. I by mistake created it now even If i inactivated the class, every time I try to accept the transactions it keeps asking for selecting a class. I don't have any other classes set up before, this was the first time. so thought may be if I could permanently delete it it will stop asking to classify.

Steve_C
QuickBooks Team

How do I delete/deactivate a class in QBO?

Hey situ. Thanks for your response. To answer the question though, currently once the class tracking is turned on there is no way to permanently delete created classes, only to set them as inactive. If you have any other questions though, just let me know I'm happy to assist you further. 

Jackie49
Level 1

How do I delete/deactivate a class in QBO?

I am not finding the Gear Icon

MariaSoledadG
QuickBooks Team

How do I delete/deactivate a class in QBO?

Hi Jackie49, 

 

You'll have to go to your dashboard so you can find the Gear icon on the upper right corner. I've attached a screenshot for your reference.

 

Once done, you can follow the steps mentioned by @Catherine_B to make the Class as inactive.

 

You also want to run reports by class to keep track of each segment in your business: Run Reports By Class.

 

Post a reply if you have other concerns. I'll make sure to help.

MrsElaine
Level 1

How do I delete/deactivate a class in QBO?

Why does "This class can't be deleted because it is used in a recurring template or scheduled liability payment." pop up when I try to inactivate a class and what can I do to make the class able to be deactivated?

Mich_S
QuickBooks Team

How do I delete/deactivate a class in QBO?

Greetings,@MrsElaine.

 

Thank you for reaching out to us. I can help you completely delete/deactivate classes in QuickBooks Online. To do so, you may delete first your list of recurring templates or scheduled liability payments. Let me show you the steps:

  1. Click on the Gear icon.
  2. Choose Recurring Transactions under Lists.
  3. Highlight the template you would like to use.
  4. In the Actions drop-down arrow, choose Delete.
  5. Click on the Yes button.

Also, you can review this article: Create and manage classes in QuickBooks Online This will help you create and manage classes in your account. 

 

You're always welcome in the Community. Have a great rest of your week!

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