QuickBooks Online Class Tracking

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.

Turning on Class Tracking in QuickBooks Online

First, you will need to configure the settings:

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

Read More: QuickBooks Payroll by Class

Setting Up Class or Location Categories in QuickBooks Online

We will follow these steps to ensure the same:

• Open your QuickBooks Online, go to the Gear Icon at the top of the screen, and then go to All List.
• Select Classes or Locations.
• Go to the top and select
• Fill up the information.
• 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.

Managing Class or Location in qBO

Delete Class

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

Conclusion

QuickBooks accounting solution is one of the most used software but there are circumstances when you need assistance from a technical expert in certain situations. How to Setup & Use Location And Class Tracking in QuickBooks Online. These situations arise when you encounter some functional issues while you are working on the software.