Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Rasa-LilaM
QuickBooks Team

Reply to message

Allow me to chime in and provide some information about the Class feature, ChrisMeyer.


As mentioned by @john-pero, the class assignment is to the detail items in the check. Aside from that, you can also add it to the expense or bill per line item.class12.png The Class feature is a separate field on the sales transactions. However, setting it up to use on bank accounts is unavailable this time. You can consider tracking it manually to get deeper insights into your sales, expenses, or profitability for the account.


Check out the Track your transactions by class guide for future reference. It outlines the complete steps on how to organize your customer and vendor transactions using the feature. Additionally, the Get started with class tracking in QuickBooks Online article provides detailed instructions from the setup process up to creating a budget for each segment.


Feel free to visit the Community if you have questions about QuickBooks. I’m here ready to answer them for you. Enjoy the rest of the day.

Need to get in touch?

Contact us