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Level 1

I am trying to set up Classes in QBO. The instructions seem easy enough but when I click on Advanced under Account and Settings, where is the "Categories" to edit?

 
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Best answer 11-28-2018

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Level 10

I am trying to set up Classes in QBO. The instructions seem easy enough but when I click on Advanced under Account and Settings, where is the "Categories" to edit?

@Joules44

 

If you've Plus ($60 per month) plan, you should see "Catagories" tab under Advanced settings. This feature is not available in other plans (Essentials and Simple).

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Highlighted
Level 10

I am trying to set up Classes in QBO. The instructions seem easy enough but when I click on Advanced under Account and Settings, where is the "Categories" to edit?

@Joules44

 

If you've Plus ($60 per month) plan, you should see "Catagories" tab under Advanced settings. This feature is not available in other plans (Essentials and Simple).

View solution in original post

Highlighted
Level 1

I am trying to set up Classes in QBO. The instructions seem easy enough but when I click on Advanced under Account and Settings, where is the "Categories" to edit?

Thank you for the clarification! Right now, we are just on the free trial so it makes sense I can't do this yet. Appreciate the quick response!

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