QuickBooks Minute - Using Class Tracking in QuickBooks

Welcome to the QuickBooks Minute.
I’m Jayne Miller, the QuickBooks Gal

Today we’re talking about classes in QuickBooks. And I don’t mean going back to school.

Class tracking is a powerful feature that allows you to view reports such as your profit and loss by location, branch office, or other class that you define.

In order to use class tracking, the first thing you have to do is turn that feature on.

Go to the "Edit" menu and select "Preferences."

From there, Click on "Accounting" and select the "Company Preferences" tab.

Now click in the box next to "Use Class Tracking" to turn the feature on.

Once you've done that click OK.

Now every time you write a check, enter a bill, or record a deposit, you will see a "class" column.

To add classes you can either type something into that column the first time you need to set it up (QuickBooks will prompt you to create the class) or you can go to the "Lists" menu and click on "Class List" which will open up a window displaying your existing classes where you can add or modify them.

The only thing left is to now view reports by class.

That's today's QuickBooks Gal minute.
Please come back for more tips and tricks for QuickBooks users.

I’m Jayne Miller, the QuickBooks Gal. Thanks for listening.

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