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accounting-media
Level 1

Can admin give me class option?

How admin can give class option to accountant user?
1 Comment 1
RoseJillB
QuickBooks Team

Can admin give me class option?

I'll be delighted to work with you about class options in QuickBooks Online (QBO), accounting.

 

Before anything else, are you managing your client's transactions with classes? If so, we can do that by going over to their company to create or manage them. Please know that class features are only available from QuickBooks Plus, and Advanced versions. Otherwise, you'll be unable to see this and manage it from their company file.

 

To see your clients, you can go to the Clients menu from the left navigation pane. You can switch to their file by drilling down your client's list in the upper-left section.
client 1.png

 

Then, we can turn on the class feature by following the steps below:

 

  1. Go to the Gear icon and navigate to the Account and Settings option.
  2. From there, click the Advanced tab and select the Categories section to edit.
  3. Switch on the Track Classes and select Warn me when a transaction isn't assigned a class.
  4. Select either One to entire transaction or One to each row in transaction under Assign classes.
  5. lastly, click Save and Done.

 

After that, we can start creating and managing your class list to categorise different segments in your company. With this, you can run reports by class to monitor each segment and analyse the information available to plan ahead.

 

Moreover, if you're referring to something else, you can reply to this post so we can address and provide appropriate guidelines for you.

 

Let me know in the comments if you require additional help with classes or even managing the client's other transactions. The Community is available 24/7 to help. Take care!