How to Enable Class Tracking in QuickBooks

See QuickBooks: Tips and Tricks for similar articles.

QuickBooks classes can be used to provide additional classification of your accounting transactions. Class tracking is often used by businesses that have multiple locations, departments, types of sales income, and other categories that should be tracked for reporting and tax purposes. Classes are not limited to just income and expenses, however, and can also be used to classify jobs, customers, and vendors. Any transaction that is entered into QuickBooks can be assigned a class. This feature is turned off by default, as many businesses may not need to use classes. To turn on the class tracking feature in QuickBooks, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. From the menu, select Edit > Preferences.
  2. In the left pane of the Preferences window, click Accounting.
  3. Select the Company Preferences tab.
  4. Mark the Use class tracking checkbox.Use Class Tracking Checkbox
  5. Click OK.

QuickBooks preferences can be changed to require classes while entering transactions. This ensures that once the class feature is turned on, you get in the habit of coding and classifying your transactions consistently. This preference is in the Accounting category of the Preferences window.

Related Articles

  1. How to Transfer Funds Between Bank Accounts in QuickBooks
  2. How to Create a Company File in QuickBooks Using Express Start
  3. How to Create a Profit and Loss Report in QuickBooks
  4. How to Customize an Invoice Form in QuickBooks
  5. How to Add Inventory Items in QuickBooks
  6. How to Write Checks and Enter Bills in QuickBooks
  7. How to Use the Account Register in QuickBooks
  8. How to Delete and Void Checks in QuickBooks
  9. How to Export a QuickBooks Report to Microsoft Excel
  10. How to Add Credit Card Accounts in QuickBooks
  11. How to Run a Sales Tax Report in QuickBooks
  12. How to Enter a Credit Memo in QuickBooks
  13. How to QuickZoom on a Report Item in QuickBooks
  14. How to Track Time for a Single Activity in QuickBooks
  15. How to Customize the Icon Bar in QuickBooks
  16. How to Customize Preferences in QuickBooks
  17. How to Create a Memorized Report in QuickBooks
  18. How to Change the Default Sales Tax in QuickBooks
  19. How to Create a Sales Tax Group in QuickBooks
  20. How to Add a Filter to a Report in QuickBooks
  21. How to Perform an Advanced Find in QuickBooks
  22. How to Add Items to the Item List in QuickBooks
  23. How to Close a Company File in QuickBooks
  24. How to Change the Header and Footer in a QuickBooks Report
  25. How to Enter Credit Card Charges in QuickBooks
  26. How to Run a Time Tracking Report in QuickBooks
  27. How to Add Vendors in QuickBooks
  28. How to Select Payments to Include in a Deposit in QuickBooks
  29. How to Apply Sales Tax to an Invoice in QuickBooks
  30. How to Quick Add a Name in a Timesheet in QuickBooks
  31. How to Use the Open Window List in QuickBooks
  32. How to Record and Receive Customer Payments in QuickBooks
  33. How to Track Vehicle Mileage in QuickBooks
  34. How to Reconcile an Account in QuickBooks
  35. How to Delete a Memorized Transaction in QuickBooks
  36. How to Record a Sales Tax Payment in QuickBooks
  37. How to Create a Memorized Transfer in QuickBooks
  38. How to Set up a Vehicle List in QuickBooks
  39. How to Enable Class Tracking in QuickBooks (this article)
  40. How to Set Up a List of Class Items in QuickBooks
  41. How to Edit a Memorized Transaction in QuickBooks