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Replying to:
LieraMarie_A
QuickBooks Team

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Yes, you can use projects and classes at the same time, @Christyalness.

 

Make sure you have these features turned on from your company settings. To activate class tracking, follow these steps:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Advanced tab and choose the Categories section to edit.
  3. Check Track classes.
  4. You can also check Warn me when a transaction isn't assigned a class.
  5. Under Assign classes, select One to entire transaction or One to each row in transaction.
  6. Select Save, then Done.

 

After that, you can create classes that represent different parts of your business.

 

Then, you can follow the steps provided by Rea_M on how to set up projects. This feature is only available in QuickBooks Online Plus, Advanced, and Accountant.

 

Additionally, we have an awesome write-up about converting data that was previously organized by class into projects. Check out this link: Using Projects instead of Classes in QuickBooks Online.

 

You can swing by anytime you need more help with tracking your transactions. I'm more than happy to help. Have a great day.

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