How do I merge Classes?

To merge classes in QuickBooks Online (QBO), we will need to go through a few steps, @womenshealth. Let me walk you through how to do it.

Before we begin, we first need to turn on the Track Classes option. Here’s how:

1. Go to the Gear icon.
2. Select Account and Settings.
3. Go to Advanced.
4. Under Categories, check the option to turn on Track classes.
5. Then, click Done to save changes.
   
   

Next, we will proceed to merge the classes. Here's how:

1. Click on the gear icon in the upper right corner.
2. Under the Lists section, select All Lists.
3. Choose Classes from the list.
4. Select the class you want to merge and click Edit from the drop-down under the Action column.
5. Change the class name to the one you want to keep, then click Save.
6. Then, click Yes to the prompt to confirm the merge.  
   
   

Additionally, creating and managing a class for each segment of your business enables you to organize your customer and supplier transactions by class. This lets you gain clearer insights into your sales, expenses, and profitability for each business segment.

Moreover, If you have duplicate accounts, customers, or suppliers, you can merge them, transferring all data to the account you want to keep while making the duplicate inactive. Maintaining clean lists speeds up bookkeeping and simplifies the process.

If you need further assistance with organizing your financial data, click the reply button. I'm always here to help.