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userhowell
Level 1

What are classes in QB? How do I set up classes? Should I set up my classes before linking to my bank accounts?

I'm just starting with QB, and I've uploaded lists of vendors and customers, but have not entered any transactions yet. I haven't linked to my bank accounts and CC yet. Do I need to set up classes first? How do I start?
2 Comments 2
MK Vande
Level 3

What are classes in QB? How do I set up classes? Should I set up my classes before linking to my bank accounts?

You can set up the classes as go once you link the bank accounts, however it might be better to start with the classes you have in mind so you have a clean view of what it is going to look like. 

 

Classes are another way to group transactions.  I used classes for a law firm to mark what kind of case they got paid for, service item. 

 

Fiat Lux - ASIA
Level 15

What are classes in QB? How do I set up classes? Should I set up my classes before linking to my bank accounts?

For your reference

https:// quickbooks.intuit.com/learn-support/en-us/class-list/create-and-manage-your-class-list/00/372505

 

If you are using QBO Simple Start or Essential, consider to cancel it and open a new blank QBO Plus or Advanced to get the discounted rate. 

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

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