Where I can enable turn on class and location tracking features in QuickBooks Accountant QBOA

QuickBooks Help QuestionsWhere I can enable turn on class and location tracking features in QuickBooks Accountant QBOA
Jennifer B. asked 3 years ago

Where I can enable (turn on) class and location tracking features in QuickBooks Accountant QBOA

admin Staff replied 3 years ago

If you’ve QBOA, both of these features can be found in Settings:

1. Select the Gear icon at the top right corner.
2. Select Company Settings under Settings.
3. In the Categories section, select the pencil icon to edit.
4. Choose the category you want to enable and select the settings for that category.
5. Select Save.

tracking class and location

If you’ve PLUS plan (this feature is not available in other two plans), both of these features can be found in Settings:

1. Select the Gear icon at the top right corner.
2. Select Account and Settings, then select the Advanced tab.
3. In the Categories section, select the pencil icon to edit.
4. Choose the category you want to enable and select the settings for that category.
5. Select Save.

To establish the categories:

1. Select the Gear icon, then All Lists.
2. Select Classes or Locations.
3. Select New at the top right.
4. Enter the information.
5. Select Save.

Note: In order to add or modify Classes or Locations, you must have the proper user access rights (like master administrator or company administrator).



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