QuickBooks Online Class Tracking

Requirement:

With the use of QuickBooks Online Plus, you enable yourself to access class or location tracking which helps you monitor the income & expenses and run reports for different parts and business locations.

While these two options are free of each other, you can use either of them or both of them according to your reporting needs and requirements. Through the tutorial on QuickBooks Online Class Tracking, you should be able to grasp the concept and working of the said features. The Accountingerrors team will help you figure out this segment.

Turning on Class Tracking and Location Tracking:

First, you will need to configure the settings:

  1. Open your QuickBooks Desktop, go to the Gear Icon at the top of the screen and click on Account and Settings (Company Settings).
  2. Go to the left and select Advanced from there.
  3. Go to the Categories Section and choose Edit (Pencil Icon).
  4. Now select the category which you are looking forward to enabling and set the settings for it.
  5. Choose Save, and you are done.

Please note that once you have enabled this feature, you will see a drop-down menu for Classes or Locations everytime you open a form.

Setting up Class or Location Categories:

We will follow these steps to ensure the same:

  1. Open your QuickBooks Desktop, go to the Gear Icon at the top of the screen and then go to All List.
  2. Select Classes or Locations.
  3. Go to the top and select
  4. Fill up the information.
  5. Click
  • If you want to, you can go to the Class or Location drop-down menu on your forms and click Add New to add a new Class or Location. You will only be allowed to add the name. In case you require unique form information for the given location, you will have to edit or set it up from the location list.
  • You need to have fitting custom user access, i.e. master administration or company administration to be able to add or modify classes/locations.

Editing or Deleting Class or Location:

  1. Open your QuickBooks Desktop, go to the Gear Icon at the top of the screen and then go to All List.
  2. Select Classes or Locations.
  3. Go to Action column and access the drop-down menu and perform these actions:
    1. Deleting:
      1. Go to the drop-down and choose Delete.
      2. When prompted Are you sure you want to delete?, Choose Yes.
    2. Editing:
      1. Go to the drop-down menu and choose Edit.
      2. Edit the information you require to and click Save.
        (these actions will remove class and location from the Classes and Location list, or update them with the appropriate information.)
    3. Making an Inactive location Active:
      1. Open your QuickBooks Desktop, go to the Gear Icon at the top of the screen and then go to All List.
      2. Select Classes or Locations.
  • Go to the Gear Icon situated above the Action Column, then select Include Inactive.
  1. Now activate the location or class and select Make Active.

Following the actions mentioned above should enable you to add, edit or remove QuickBooks Online Class Tracking. However, if you find yourself unable to do so, you can get in touch with the QuickBooks Technical Support Team. They are a third-party QuickBooks consultancy and have an experienced help desk which comprises of talented professionals. They can help you resolve your QuickBooks issues on computer systems running on Windows OS.

You can give us a call at our toll-free number ✆+1-855-481-5338.

See Also How to Set Up Inventory Tracking Feature in QuickBooks for the First Time

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