Setting Up Classes

QuickBooks provides an additional level of organization called classes. Classes enable you to group transactions in ways that can help you better analyze your company's performance. For example, you can use classes to track transactions by region, salesperson, or type of job.

Select Preferences from the Edit menu.

Click the Accounting icon.

Click the Company Preferences tab.

Check Use Class Tracking to turn on the class feature.

Click OK.

Select Class List from the Lists menu. If this is the first time you've used classes, the list will be empty.

Click the Class button and select New from the drop-down menu to set up a new class.

Timesaver

You can also press Ctrl+N to open the New Class window.

Enter a name for this class.

If the class is a subclass of another class, indicate that by checking the Subclass Of box and selecting a class from the drop-down list.

Did You Know?

The Class option appears on forms. After you've turned on the class tracking feature in the Preferences window, you'll notice a Class option on your various forms. The option is not present when class tracking is turned off.

Click OK to save the class.