Using classes

Let me share some insights on how classes work, TonyaRSB.

You can add them as classes and assign them to the transactions. This way, you'll have a clearer picture of the billable time when running reports. Here's how to turn on the class tracking feature:

1. Click the Gear icon.
2. Choose Account and Settings.
3. Go to the Advanced tab, then select the Categories section to edit.
4. Select Track classes, then turn on the Warn me when a transaction isn't assigned a class option.
5. Under Assign classes, choose One to entire transaction or One to each row in transaction.
6. Select Save, then Done.

Next, set up your class list. to represent the managers. Once done, you can start to organize your transactions and run your reports by class.

To learn the different tips and tricks in using classes, you can read this article: Get started with class tracking in QuickBooks Online.

I'm just a post away if you have any other concerns or fllow-up questions about this topic. Have a great rest of the day.

Hi TonyaRSB,

Hope you’re doing great. I wanted to see how everything is going about your concern yesterday. Were you able to add the managers as classes? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!