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Hey there, @peterguterman.
Class tracking can only be use to track your transactions in QuickBooks. This way, it would be easy for you to track your company expenses and see how your money is being spent.
If your goal is to group your customers into different segments. You can create Customer types instead. Here's how:
You can also assign customer types for individual customers. Simply follow these steps:
In addition, you can customize your Customers page to see which types you assigned to which customers. Here are the steps:
If you want to get a snapshot of your customer types in QuickBooks, you can open these reports:
Simply go to the Reports menu and go to the Sales and Customers section. Then, choose either of the following.
Just tag my name in the comment section if you have other QuickBooks-related concerns. I'll get back to you as soon as I can.
I really appreciate your input. It has been very helpful.
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