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How to Categorize Required Field Invoice

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2017-03-17

So far... your chat feature to get support is great. I seem to be moving along just fine. I uploaded a document and completed areas of "fillable" information. I only did 4 STARS as I have not published this to my site and tested the form.

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What is class field in QuickBooks?

In QuickBooks, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business.

What is class and location in QuickBooks?

Location Tracking and Class Tracking lets you track your income and expenses. You can use either one of them individually or both of them together. Class tracking specifies a different class for each detail line of a transaction. Location tracking allows you to assign a location to an entire transaction.

What is class for in QuickBooks?

Take class for example. The word class in QuickBooks is defined as a way to track the different segments of your business. Using the class feature in QuickBooks gives business owners a tool to track the income and expenses for any given period.

What are locations in QuickBooks?

Location tracking is used to categorize data from different locations, offices, regions, outlets, or departments of the same company. This feature lets you see all the payments for one location and deposit them as a group. Note: This feature is only available for QuickBooks Online Plus and QuickBooks Advanced.

How do I set up class tracking in QuickBooks?

Click the Gear icon and All Lists. Select Classes. (You can also add locations by selecting Locations.) Click the New button. Add the name of the class or location and click Save.

Does QuickBooks essentials have class tracking?

Hello munchies, Class tracking is available in QuickBooks Online Plus and Advanced. You can try logging out and log back in to refresh your account. It helps you see the class tracking preference in the company setting.

How do I create a class in QuickBooks?

It's easy to build lists of options for both. To define classes, go to Lists | Class List. ... Now you can use classes in transactions. Open a blank invoice and select a customer. ... Creating types is very similar to creating classes. Go to Lists | Customer & Vendor Profile Lists, and select the type you want to work with.

How do I set up class tracking in QuickBooks desktop?

Select the Gear icon on the Toolbar, then choose Account and Settings. Select Advanced. Select Categories. Check off Track classes to turn on class tracking. Select Save and then Done.

Can you use classes in QuickBooks Pro?

In QuickBooks, you can create classes that you assign to transactions. This lets you track account balances by department, business office or location, separate properties you own, or any other meaningful breakdown of your business.

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