Hello there, @ptier.
Good job in turning on your QuickBooks Online class tracking. Indeed, that is the first valid step in creating a class.
However, if you're having trouble creating one. I can help you look back on the steps you've done to make sure you haven't overseen any steps.
Firstly, let's turn on your Class tracking on the settings:
- Go to the gear icon.
- Click Account and Settings.
- On the Advanced tab, locate Categories & click it.
- Toggle-on Track Classes.
- Make sure it's on.
- Then, click Save on the lower right of the screen.
Next, Let's create a class:
- Click the gear icon.
- Under Lists, click All Lists.
- You will be routed to the lists of options you can do in QuickBooks.
- Locate Classes (colored blue) then click it.
- Create a class by clicking the green New button at the upper right part of the screen.
- Fill in the needed details.
- Then, Save.
The option to create a class through the Chart of Accounts main page is possible by clicking the All List (blue hyperlink) at the upper right side of the screen. However, I suggest using the steps above regarding the creation of a class through the gear icon as this is easier.
You can also check these articles to better guide you moving forward:
Let me know if you have further concerns about managing your QBO. It would be our pleasure to help you. More power to your business.
