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Replying to:
JamaicaA
QuickBooks Team

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Thank you for transitioning from one QuickBooks product to another, @Jay. You can assign one class to an entire invoice, and it'll be my pleasure to show you how.

 

Tagging a transaction with a class can help you easily track it. You can do this if you don’t need to track each product you sell by class. To start, let's change how you tag a class in your Settings.

 

Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Select Advanced, then click the Categories section.
  3. Press Track classes.
  4. Tap the Assign classes ▼ dropdown, then select One to entire transaction.
  5. Hit Save, then Done.

 

If you want to enter a class for each product you sell to a customer, you can switch back to One to each row in transaction anytime. You can learn more about this by reading this article: Track your transactions by class in QuickBooks Online.

 

Feel free to visit these resources to learn more about personalizing invoices and receiving customer payments:

 

 

Please let me know if you need further clarifications about using classes in transactions. I want to make sure everything is taken care of for you. Keep safe.

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