Catherine_B
QuickBooks Team

Getting Started

Hello there, benstan.

 

You can use the class tracking feature that allows you to associate each product line. You can organise your customer and supplier transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment.

 

To use this feature, let's turn it on first. I'll show you how:

  1. Go to Gear icon and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Check Track classes
  4. Under Assign classes select One to each row in transaction.
  5. Select Save, then Done.

For more details on how the class tracking works and on categorizing your items, check out these articles:

I'm just here if there's anything else that you need help with. You take care!