Is their a way to create a Default Class Approver in QuickBooks Online?

alexander-howard · ‎March 27, 2019

AldrinS · ‎March 27, 2019

You've come to the right place, alexander-howard.

I'd be delighted to share some clarification about classes in QuickBooks Online.

At this time, there isn't a way to directly set a default class for transactions or line items. You'll need to manually enter the right class whenever you create your sales or expense transactions. For more information about this, I'm also including this article: How to set up and use class and location tracking

Lastly, I don't want you to go empty-handed. You may want to visit our Apps Center. In here, you can look for a third-party app, that will let you set up a Default Class Approver and integrate it with QuickBooks.

It's always a pleasure to have you here in the Community. Let me know if there's anything else I can do for you in the meantime. I want to make sure you're taken care of. Have a great day!

View solution in original post

AldrinS · ‎March 27, 2019

You've come to the right place, alexander-howard.

I'd be delighted to share some clarification about classes in QuickBooks Online.

At this time, there isn't a way to directly set a default class for transactions or line items. You'll need to manually enter the right class whenever you create your sales or expense transactions. For more information about this, I'm also including this article: How to set up and use class and location tracking

Lastly, I don't want you to go empty-handed. You may want to visit our Apps Center. In here, you can look for a third-party app, that will let you set up a Default Class Approver and integrate it with QuickBooks.

It's always a pleasure to have you here in the Community. Let me know if there's anything else I can do for you in the meantime. I want to make sure you're taken care of. Have a great day!

alexander-howard · ‎March 28, 2019

Thank you for your help. Lastly is there a way to create a Default Department Approver on QuickBooks?

Rose-A · ‎March 28, 2019

Thanks for getting back to us, alexander-howard.

I can share some information about creating a default department via QuickBooks Online.

If you're referring to a person who will approve the department assigned to the transactions, you can add a user to do the job.

Here's how:

Select the Gear icon on the Toolbar.
Under Your Company, select Manage Users.
On the upper right, select Add user.
Select which type of user you like them to be, then follow the corresponding steps below.

Here's an article with detailed steps on how to add a user: https://quickbooks.intuit.com/community/Account-management/How-to-add-delete-or-change-a-user-s-acce....

However, if you already created the transactions and it's pending for approval without logging into the system, this feature isn't currently available in QuickBooks Online.

Drop me a reply if you have any other concerns about departments in QuickBooks Online, please let me know. I'll be around to help.

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Is their a way to create a Default Class Approver in QuickBooks Online?