Hi, @jamestdutton,
I'll share some information about class. You'll have to turn on the class feature to see it. Let me guide you how.
- Go to Settings and choose Account and Settings.
- Select Advanced, then tap the Categories section to edit.
- Check Track classes.
- Mark Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
- Under Assign classes, select One to entire transaction or One to each row in transaction.*
- Click Save, then Done.
Once done, you're now ready to set up a class list. Refer to this guide for more information: Turn on class tracking in QuickBooks Online.
In case you need help with other customer-related tasks, browse this link to go to the page. It has our general customer topics with articles: Topics about your company's income and customers.
Feel free to drop-by if you have follow-up questions or concerns with class. I'll be around for you. Take care and have a good one.