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Phil_UK
Level 3

Classes and Locations in QuickBooks Online Advanced

I've been looking at whether to upgrade our charity from QBO Plus to QBO Advanced. As QBO doesn't support charity functionality in the way that other products (e.g. Sage Line 50) do, we've had to use Classes and Locations as a work-around to give us our distinctions between departments (classes) and funds (locations) to be able to meet UK legal requirements for charities.

 

When trying to find out about Classes and Locations in QBO Advanced, I've come across a number of pages that suggest these are only available in QBO Plus, including pages that have been updated within the last week (and you launched QBO Advanced UK much earlier this year). See "Turn on class tracking in QuickBooks Online", "Get started with class tracking in QuickBooks Online", "Create and manage classes in QuickBooks Online", and "Set up and use location tracking" (though I do see that this last page was last updated in December 2022).

 

Does this mean that Classes and Locations are not available to users of QBO Advanced for UK, and if so, what happens to Class and Location data if users upgrade from QBO Plus to QBO Advanced?

 

Many thanks,

 

Phil.

 

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