There are limitless features and benefits of using the QuickBooks desktop application. QuickBooks is not just only limited to creating financial statements; it’s far more than that. One of the most useful and practical features of QuickBooks is the Class tracking option. In this blog, we will provide you with all the information about Enable Class Tracking Option in QuickBooks. So, stay tuned and read this informative blog till the last word.
QuickBooks class tracking feature empowers the users to group expenses or invoices through location, department, or other segments per the business needs. Through this feature, you can group many types of transactions such as estimates, invoices, sales orders and receipts, statement charges, refunds and credits, bills, checks, purchase orders, etc.
How to Setup Class Tracking Options in QuickBooks Desktop on Windows?
So, below listed are the steps that you can follow to set up the class tracking options in QuickBooks Desktop for windows PC.
First, double click on the QuickBooks icon to open the application.
Thereon, click on the “Edit” option available in the header section of the home page.
After that, click on the “Preferences” option under the drop-down list.
Now, go to the “Accounting” option and select the “Company Preferences” option.
Then, search for the “Use Class Tracking for Transactions” option and then check mark the box in front of the option.
Also, mark the “Prompt to Assign Classes” option for receiving reminders for assigning a class.
At last, click on the “OK” option.
You have now successfully turned on the Class tracking options on Windows PC. The next step is setting up the class categories for the accounts and expenses. For that, below mentioned are the steps that you can follow to get it done.
First, from the header menu list, click on the “Lists” option.
Now, under the drop down list, click on the “Class List” option.
After that, click on the “New” option and provide a new name for the class.
In the case of a subclass, then check mark the “Subclass of” box.
Thereon, click on the “OK” option.
You have successfully added the class tracking options in your QuickBooks desktop version.
How to Setup Class Tracking Options in QuickBooks Desktop on Mac?
If you are a Mac user, then below are the steps you follow to create and set up a class tracking option in the QuickBooks desktop on your Mac.
Under the QuickBooks desktop menu list, click on the “Edit” option and select the “Preferences” option.
After that, click on the “Workflow” section option, followed by clicking on the “Transactions” button.
Later on, checkmark the “Use Class Tracking” option.
At last, click on the “Close” option to exit the window and save the updated changes.
These are the steps you can follow to set up the class tracking feature for the accounts and expenses for the Mac versions.
First, click on the “Lists” option, and under the drop-down list, select the “Classes” option.
After that, create a new class by clicking on the “+” sign.
Next, provide a name for the class in the insert box.
At last, click on the “OK” option to end the process.
How to Setup Class Tracking Features in QuickBooks Online?
Here are the steps you can follow to set up the class tracking feature in QuickBooks Online.
First of all, log in to your QuickBooks Online account.
After that, click on the gear icon.
Now, click on the “Accounts and Settings” under the list.
Under the settings page, click on the “Advanced” option.
After this, click on the “Edit” tab and the “Categories” option.
After that, checkmark the “Track Classes” box option.
At last, save the updated changes by clicking on the “Save” option.
Once you have set up and turned on the class tracking feature in QuickBooks online, here are the steps you can follow to add new classes.
Click on the “Gear” icon.
After that, click on the “All lists” option.
Thereon, under the lists, click on the “Classes” option.
Now, click on the “New” option and provide your Class name.
At last, finish this process by clicking on the “Save” option.
How to Setup Class Tracking Options in QuickBooks Version 2022?
If you are using the QuickBooks desktop 2022 version, here are the steps you can follow to set up the class tracking option in your QuickBooks account.
First, open the QuickBooks desktop 2022 version.
From the header menu list, click on the “Edit” option.
After that, click on the “Preferences” option.
Now, under the list, click on the “Accounting” option.
Under that section, search for the “Use Class Tracking for transactions” option and check mark the box.
Then, a new class page will be open.
Here, provides the name for the class in the insert box.
To set up the subclass, check mark the “Subclass of” option and select the parent class option.
After that, enter a class description and click on the “OK” option to save the class.
You have successfully set up the class tracking features in the QuickBooks desktop 2022 version.
Wrap Up:
In this blog, we have provided information about how to set up class tracking features in QuickBooks. We hope we have helped you set up the class tracking feature in your QuickBooksaccount. If you face any challenge or issue while performing the steps, feel free to reach out to us through the chat box or mail us your query at (info@getcontacthelp.com). Our experienced and professional experts will be happy to assist you.
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