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mary14
Level 1

Using QBO Plus, if you turn on class tracking, is it possible to add classes to historical invoices from previous years or expenses from previous years?

 
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Best answer March 23, 2019

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vpcontroller
Level 11

Using QBO Plus, if you turn on class tracking, is it possible to add classes to historical invoices from previous years or expenses from previous years?

You can't with QBO plus version.

However, with the QBO Accountant version, it comes with Accountant toolbox. With that, it's possible to add Class Tracking on historical transactions for invoices (item-based) and expenses (account-based).

You will need to check with your Accountant for help.

 

reclassify_transactions.PNG

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1 Comment 1
vpcontroller
Level 11

Using QBO Plus, if you turn on class tracking, is it possible to add classes to historical invoices from previous years or expenses from previous years?

You can't with QBO plus version.

However, with the QBO Accountant version, it comes with Accountant toolbox. With that, it's possible to add Class Tracking on historical transactions for invoices (item-based) and expenses (account-based).

You will need to check with your Accountant for help.

 

reclassify_transactions.PNG

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