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Banking
Hi accaccounting,
The option to add a class to a specific customer or job is currently unavailable in QuickBooks Online and Desktop. You can only add classes to transactions.
However, you could consider adding a customer type by following these steps:
- In the Desktop version, go to the customer's profile.
- Select the Additional Info tab.
- Enter or add a customer type.
- Click on OK once you're done.
For the Online version, refer to this article that will provide more information: Set up and assign customer type.
Please know that our product engineers are working continuously to improve the product's features. In the meantime, I suggest checking back to our websites for any enhancements and announcements through these links:
I'll be sure to update this thread if I hear any changes about the option that you're looking for.
Let me know if you have further questions. I'll do everything I can to answer them.