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QuickBooks Team
QuickBooks Team

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Thanks for providing us in-depth details of your concern. Let me share some information about class tracking in QuickBooks Online (QBO), maytham - fititout.

 

The only way for the class to be updated for all historical transactions is to manually assign a class per transaction. This way, they'll be reflected in your reports.  Here's how to tag a class to a transaction:

  1. Click the + New Plus button. 
  2. Select the type of transaction you want to record.
  3. Add the details of the transaction.
  4. To assign one to each item (or row), add the class in the Class column (if you set one to each row in the transaction). Then, to assign one to an entire invoice or receipt, choose the class ▼ drop-down at the top (if you set One to the entire transaction).
  5. Save your transaction.

For more details about this one, see the Track your transactions by class article. Then, try running reports by class again. Feel free to visit our Report page for more insight about creating and managing reports on your account.

 

Keep me posted if you need a hand with customizing your reports or any QBO related. I'll be here to ensure your success. You have a good one. 

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