Hey, @Kevin_C:

I appreciate your reply. It seems clear the classes work very differently in QBO than they do QB Enterprise.

Given this limitation, I take you back to what I'm trying to accomplish: find a way in QBO to separate out restricted and discretionary funds, and categorize income and expense by individual restricted fund categories like Wildfire Relief or Ukraine Aid.

I could fix this by manipulating the chart of accounts. For each restricted project that we take on:

Donations > Restricted > Wildfire Relief - all income accounts

Expenses > Restricted > Wildfire Relief - all expense accounts

There wouldn't be any granular detail on who the income came from (individual, corporate, etc.) or the type of expense (supplies, transportation, etc.) All discretionary expenses would fall into normal accounts. I wouldn't use class at all.

I tried exploring tags, but they don't show up in filters, journal entries, etc.

Can you think of any other workaround?

Many thanks,
Steven