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dalembuxton
Level 1

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

I converted from Desktop where I used classes. I want to continue in Quickbooks online.  However the option doesn't show up in settings.
6 Comments 6
AdonL
QuickBooks Team

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

I'm glad you successfully converted your file to QuickBooks Online (QBO), Dale. I'll guide you in turning on the Class feature in the program.
 
In QBO, the Categories section is in the Advanced tab. It's the reason why you're unable to see it. Also, please note that the feature is only available in QuickBooks Online Plus and Advanced.
 
Since you're using the Plus version, you can follow the steps below to enable the feature:
 
  1. Go to Settings, then select Account and settings.
  2. Choose Advanced and then Categories section to edit.
  3. Toggle the Track classes button.
  4. Place a checkmark beside Warn me when a transaction isn't assigned a class. It is optional, but it means that you know everything's been classified when you look at your reports.
  5. Under Assign classes, decide how to add the class to the transactions.
  6. Hit Save, then Done.

 

For more details about utilizing the functionality, please see this article: Create and Manage Classes.
 
Moreover, you can run reports by class in QuickBooks Online. It will help you see your sales, costs, or profitability by segment.
 
Please know you're always welcome to swing by if you have follow-up questions about tracking and managing classes in QBO. Drop them in the Reply section, and I'm always ready to assist.
ed.cottle45
Level 1

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

Thank you for the information.  I did find that I will need to upgrade to the "Plus" version from "Essentials".  I was also looking in the "company" group in the menu instead of the "advanced" group to find the option. 

I am set for now.  Thanks again!

Ethel_A
QuickBooks Team

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

Hello there, @ed.cottle45.

 

I'm glad to know that you are able to find the option now in QuickBooks Advanced. If you have any questions about tracking classes with QuickBooks Online, don't hesitate to post here in the Community. We are always here to help. Have a great day.

JBS
Returning Member

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

You have to upgrade to get it!
I’ve already upgraded to $90 per month x 2 users.  And i still don’t get Classes!!! I’d have to almost double the cost to upgrade again! It would be almost $400 per month for the 2 of us to have access to Classes! 
Now, I’m assuming that Classes are customizable at that price! 
This is terrible! They realize that it has value now because with Classes you can actually sorta customize to your needs that Online doesn’t allow you to do now with how you have to use their dropdown options for Account Type and Detail Type. Using Classes lets you work around that! 
I’ve had Classes desktop for over 25 years and it was NEVER an upgrade. 

ShyMae
QuickBooks Team

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

I understand your sentiments about the availability of the class tracking in your current QuickBooks subscription plan. Upgrading is a significant investment, and it's reasonable to expect access to all the features that meet your business needs. Let me provide more details about this feature, JBS. 

 

Class tracking allows businesses to track and report on different segments or categories within their financial data. This feature is only available for Plus and Advanced users.

 

If you're using the Plus and Advanced versions, it's essential to turn on the class tracking to utilize it in your transactions.

 

Here's how:

 

  1. Go to the Gear icon. Select Account and Settings.
  2. Head to the Advanced section. Toggle the Track classes to turn it on.
  3. You can choose the option to receive a warning when a transaction is not assigned to a class if needed.
  4. Under Assign classes, pick One to entire transaction or One to each row in transaction.
  5. Save, then Done.
     


If you are using the Simple Start and Essentials version, you may want to consider upgrading your plan. I know you've already upgraded, but if this feature is essential for your business needs, feel free to do so.

 

Once you turn on the feature successfully, you can create a specific class and assign it to your future transactions.

 

That should help clear up any confusion about class tracking. By assigning transactions to specific classes, you can more easily track data by department, location, product line, or other category, JBS. 

Deity Alpha
Level 2

I want to track classes in Quickbooks Plus. However, I can't find the option in settings. The Categories section is not in the list. What can I do?

@JBS  

I’ve had Classes desktop for over 25 years and it was NEVER an upgrade.

 

Consider switching back to Desktop.

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