Class tracking feature (or location tracking) is only available in QuickBooks Online Plus version. It is not available in Essentials and Simple Start versions.
Turn ON Class Tracking feature in new QuickBooks Online
From the home page screen:
- Select Company Gear (upper right corner)
- Select Company Settings under Settings heading
- Select Categories under Company heading
- Check the box for Track Classes (ON)
- Save
To create a new Class in new QuickBooks Online
From the home page screen:
- Select Company Gear (upper right corner)
- Select All Lists under Lists heading
- Select Classes under Lists
- Select New
- Enter Name for the Class
- Save
Note: You can also create sub-class if needed.
Track Classes – Turn ON Class Tracking feature in new QuickBooks Online, pt 1 of 4
Make a Class Inactive (delete) in new QuickBooks Online
From the home page screen
- Click Company Gear Icon (upper-corner)
- Click All Lists Under Lists
- Click Classes
- Highlight the Class you want to make inacitve (or delete)
- Click Delete button
- You will be able to see all the deleted Classes if you put a check mark on Include Inactive
Track Classes – Make a Class Inactive delete in new QuickBooks Online, pt 2 of 4
Track Classes – Make an Inactive (previously deleted) class Active in new QuickBooks Online
From the home page screen
- Click Company Gear Icon (upper-corner)
- Click All Lists Under Lists
- Click Classes
- Put a Checkmark on Include Inactive
- Highlight the Class you want to make acitve (or un-delete)
- Click Edit
- Uncheck the Box Inactive
- Click Save
Track Classes – Make an Inactive previously deleted class Active in new QuickBooks Online. pt 3 of 4
Track Classes – Run Profit and Loss by Class Report
From the home page screen
- Select blue navigation bar on the left
- Select Reports
- Go to reports (magnifying glass) and type Profit
- Select Profit and Loss Report from the list
- If you see “Not specified” column, that means you missed assign class for the transactions.
- Click amount “Not specified” and start assigning applicable classes.
- “Not specified” column will disappear once classes assigned.
Track Classes – Run Profit and Loss by Class Report in new QuickBooks Online, pt 4 of 4