How to Set Up a List of Class Items in QuickBooks

Once you have decided to use class tracking in QuickBooks, it's easy to set up a list of class items.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. Ensure that class tracking is turned on in the Preferences window.

  2. From the menu, select Lists > Class List.
    Class List

  3. In the Class List dialog box, click Class and select New.
    Class List Dialog Box
  4. In the New Class dialog box, in the Class Name field, type a name for the class.
    New Class Dialog Box

  5. Click OK.

Note: To create a subclass item, mark the Subclass of checkbox and select the appropriate class.