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Pattipat71
Level 2

Plan Plus problem

Hi!

 

I have upgraded the plan from Essential to Plus and I don't see the classes and categories in the expense. In all lists I don't see neither the classes as a title. How can I do to see them. Thanks 

Solved
Best answer January 27, 2021

Best Answers
LieraMarie_A
QuickBooks Team

Plan Plus problem

I'm here to help get started with the class tracking feature in QuickBooks Online Plus right away, @Pattipat71.

 

You'll have to turn on the settings first so you can start organizing by class. These steps are just easy to follow and you'll be a master in no time.

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Turn on the Track classes button.
    Capture.PNG
  4. Check Warn me when a transaction isn’t assigned a class. This is optional, but it's good to turn it on so when you look at reports, you know everything got classified.
  5. Under Assign classes select One to entire transaction or One to each row in transaction.
  6. Select Save, then Done.

 

Once done, you can now set up your class list. You can create classes that represent different parts of your business. These instructions are available from our guide on turning on class tracking in QuickBooks Online.

 

To help you get a better grasp of this feature, check out these helpful links:

 

Should you need further assistance with tracking your classes, let me know and I'd be happy to help. Have a wonderful day!

View solution in original post

1 Comment 1
LieraMarie_A
QuickBooks Team

Plan Plus problem

I'm here to help get started with the class tracking feature in QuickBooks Online Plus right away, @Pattipat71.

 

You'll have to turn on the settings first so you can start organizing by class. These steps are just easy to follow and you'll be a master in no time.

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Turn on the Track classes button.
    Capture.PNG
  4. Check Warn me when a transaction isn’t assigned a class. This is optional, but it's good to turn it on so when you look at reports, you know everything got classified.
  5. Under Assign classes select One to entire transaction or One to each row in transaction.
  6. Select Save, then Done.

 

Once done, you can now set up your class list. You can create classes that represent different parts of your business. These instructions are available from our guide on turning on class tracking in QuickBooks Online.

 

To help you get a better grasp of this feature, check out these helpful links:

 

Should you need further assistance with tracking your classes, let me know and I'd be happy to help. Have a wonderful day!

View solution in original post

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