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acoduman
Level 2

I need to create a new class, but QuickBooks doesn't allow me to do so. Why, and what should I do? What is the limit, if any, and why?

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

I need to create a new class, but QuickBooks doesn't allow me to do so. Why, and what should I do? What is the limit, if any, and why?

You'll need to turn on the Track Classes feature so you can successfully create a new class in QuickBooks Online, acoduman.

 

To Enable Class Tracking, here's how:

 

  1. Go to the Gear icon, then click on Account and Settings
  2. Select the Advanced tab
  3. In the Categories section, click the Edit option, then locate Track classes.
  4. Turn the Track class switch on.
  5. Click Save, then Done.

 

After you turn on class tracking, you can create a class for each segment in your business.

 

Here's how you can create a new class:

 

  1. Navigate to the Gear icon.
  2. Under the Lists column, select All Lists, then choose Classes.
  3. Click the New button in the top-right corner, and enter a descriptive Class Name.
  4. Optional: To create a sub-class:
    - Check the box next to Is a sub-class
    - Select the main class from the dropdown menu. 
  5. Once done, click Save.

 

If you want to learn more about how classes work in QuickBooks and how to manage them, check out this helpful article: Create and manage classes in QuickBooks Online.

 

As always, our Community forum is available if you have further questions or concerns. We'd be happy to assist.