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You’ll first have to enable the class tracking feature, Ben. However, assigning classes directly to a General Ledger account isn’t available.
You can create classes and link them to the transaction that affects the GL account. To do this:
- In your QuickBooks Online account, navigate to the Gear icon and select Account and Settings.
- From the Advanced tab, click on the Categories section and enable the Track Classes or Track Location option.
- Review other details, then click Save and Done.
Whenever you’re ready, here’s how to create a class:
- From the Gear icon, select All Lists and choose Classes.
- Click on New.
- Enter a name, then Save.
Once done, assign a class to your transactions. Recording these entries will be associated with your GL account and will allow reporting based on your categories.
- Go to +Create and select Invoice or Expense.
- Fill out all necessary details.
- In the Class column, assign the appropriate class that corresponds with the transaction. Then, Save.
Let me know in the comments below for any further questions.
