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Brian170
Level 1

Locking new class formations

How do you lock new classes from being added? Users are accidentally creating new classes while adding invoices and we want to prevent this from happening going forward.

Solved
Best answer September 06, 2021

Best Answers
BigRedConsulting
Community Champion

Locking new class formations

If you have Enterprise you can give detailed access to lists, including the Class list, and can for example disable the ability to create new classes. However, that's not possible with Pro or Premier.

 

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2 Comments 2
katherinejoyceO
QuickBooks Team

Locking new class formations

Welcome and thanks for posting your concern here in the Community, @Brian170. At the moment, we can only turn off the class tracking in QuickBooks. Doing this will stop them from showing up as a line on an invoice or other sales forms.

 

As an alternative, you'll also want to manage users and their roles in QuickBooks. Refer to the steps under How to assign a restricted role to a user in this help article: Create data level permissions in QuickBooks Desktop

 

For future reference, you can also browse some of our articles and other related topics if you need some insights from other users on the QuickBooks Resource page. 

 

I'll be around to assist if you have additional questions or if you need more help with your QuickBooks transactions. Take care!

 

BigRedConsulting
Community Champion

Locking new class formations

If you have Enterprise you can give detailed access to lists, including the Class list, and can for example disable the ability to create new classes. However, that's not possible with Pro or Premier.

 

Capture.JPG

View solution in original post

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