Tracking jobs by class vs project

It's nice seeing you posting your concern here in the Community, @allyhsawtelle1.

I want to ensure your concerns about tracking your jobs by class get sorted out. Let me assist you with your queries one at a time.

If you no longer want to utilize the class tracking feature in QuickBooks Online (QBO), you'll want to turn it off so it will no longer appear on your reports. I'll show you how:

1. Go to the Gear icon and select Accounts and Settings.
2. From the Advanced section, go to Categories.
3. Then, untick the Track classes option.
4. Click Save once done.

Otherwise, if you wish to deactivate a specific class, you can follow the steps below:

1. Go to Settings and select All Lists.
2. Click Classes.
3. Choose the class you want to delete.
4. Select the small arrow ▼ next to the Run report, then Make inactive (reduces usage).

Please know that even if the classes are inactive, they will still appear on the assigned transactions historically. If you want to remove the tracking for specific transactions, you can manually open each and detach the class.

To help you more with managing classes and projects, feel free to visit these articles:

• Create and manage classes in QuickBooks Online
• Create and manage projects in QuickBooks Online

Moreover, this guide can give you information to start organizing your customer and vendor transactions by class: Track hourly labor costs and profitability by project in QuickBooks Online.

I'm more than willing to listen if you have any other concerns with your projects or about our class tracking feature. I'll ensure your needs are taken care of. 

Thank you for that info. I have read that there may be a 3rd party solution that can move details from classes to projects in QBO. Do you have any knowledge about that?

Thank you for the follow-up question, @allyhsawtelle1. I'm dropping by to guide you in finding a third-party app that allows you to move data from classes to projects in QuickBooks Online.

While QuickBooks Online (QBO) does not have a built-in tool for converting class tracking to the Projects feature, some third-party providers offer data migration services to assist with this transfer. 

To look for a third-party app, here's the detailed steps:

1. Go to the Apps menu on the left navigation bar.
2. Click on the Find Apps tab.
3. Search for the app you wish to connect to in the search bar or select the Browse category dropdown to search for an app by category.
4. Select the app you wish to download.
5. Hit on Get App Now.
6. Authorize the app to connect to your QBO.
7. Follow the remaining steps to connect and set up the app settings of your choice.

Alternatively, you can visit our QuickBooks App Store website directly and select an app that best suits your business from the CATEGORIES section.

Carefully review the app descriptions and customer reviews, looking specifically for any mentions of class-to-project conversion capabilities during the migration process. You can manage all third-party app connections in the My Apps tab. 

I'll share these additional resources about managing third-party app integrations within QBO. 

• Transfer App Ownership Or Disconnect Apps
• Disconnect An App And Change Subscription

I'm all ears and ready to help again if you have more concerns about your projects or our class tracking feature. You can also add any other questions about other areas in QuickBooks Online. Always here to help.

Did you ever find a solution to convert your classes to projects?  I have the same need.

Thanks for joining us here in the Community, Paul2410.

I'm happy to provide some info about converting Classes to Projects in QuickBooks Online.

While there are many ways to use and customize Classes and Projects, there isn't a way to convert one to the other. Classes are used to differentiate data between segments of your company such as departments or product lines. Alternatively, the Project function is used to keep track of data per job like income, expenses, labor costs, etc.

For more options to convert transactions, I recommend submitting feedback to the Product Development Team. This can be done directly through your QBO account by clicking the Gear icon in the top right corner, then select Feedback.

In the meantime, the following articles provide even more info about Classes and Projects:

• Create and manage classes in QuickBooks Online
• Create and manage projects in QuickBooks Online

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.

Thanks, MorganB. allyhsawtelle1 who started this topic mentioned that there might be a 3rd party app that would allow you to convert classes to projects so I was hoping to hear if he/she had any success finding one.  I was also reading tips #2 and #3 in this article I found which leads me to think it might be possible.

Using Projects instead of Classes in QuickBooks Online - Firm of the Future