Ho do I assign class codes to accounts in the chart of accounts?

Thanks for posting your question here in the Community, beccajacob.

I'd be glad to show you how to use class tracking in your QuickBooks Desktop account.

1. Click the Edit tab in the top menu bar.

2. Select the Accounting preferences.

3. Choose the Company Preferences tab.

4. Check the box to Use class tracking for transactions.

5. Select the OK button.

6. Choose Lists from the menu bar and then Class List to set up class categories for your expenses and accounts.

7. Click the arrow next to the Class button at the bottom of the page.

8. Select New to create a new class.

9. Enter the name associated with the class.

With this info you'll be able to assign class codes to your accounts. The following article provides even more details about using this feature: https://quickbooks.intuit.com/blog/whats-new/how-to-use-class-tracking-in-quickbooks/.

I'm only a comment or post away if you have any other questions. Take care!

I have the box checked in preferences, but i'm still not able to assign a class to my chart of accounts. How do I assign a class to my current chart of accounts? I'm extremely frustrated!!!!! 

there should be a drop down option where the red circle is, but why isn't there one!

I can't get a class assigned to my current chart of accounts. i have my preferences set correctly. there should be a drop down where the red circle is. help!!!!!

I can share a bunch of info and steps to ensure you can assign classes to your Chart of Accounts list in QuickBooks Desktop (QBDT), @InterlakenGolf.

First off, you can assign classes to your income and expense accounts only. Also, this feature is available in QuickBooks Enterprise. For more insights, please review this resource: Set up and use class tracking in QuickBooks Desktop.

If you meet the above requirements and still unable to do it, I recommend updating your QuickBooks Desktop to the latest release. This is to ensure you have the latest features and needed patches.

Then, perform the steps given by my colleague again. If the issue persists, I recommend you run QuickBooks Tool Hub to identify and fix possible program or company file issue. For more details, please check out this article: Fix common problems and errors with the QuickBooks Tool Hub.

You can also pull up and customize class-related reports in QBDT. For more tips, please see this handy article: Filter, sort or total reports by Class.

I've got your back if you have more questions about managing your lists or reports in QBDT. Just tap the Reply button so I can assist you right away. Take care and stay safe always.