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November 17, 2025
Question

I recently connected a credit card with 50 card users. How do I ensure the transactions are allocated to the specific card user?

  • November 17, 2025
  • 1 reply
  • 6 views
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1 reply

QuickBooks Team
November 17, 2025

Hi, Silvana.

 

You can use class tracking feature to assign a specific user to your credit card transactions.

 

Also, please note class tracking feature is only available in QuickBooks Online Plus and Advanced plans.

 

To begin, turn on Track classes option in QBO. Once done, create classes to assign users or categories to transactions for better organization and tracking.

 

Once you've completed the steps above, you can assign a class to a specific transaction.

 

Here's how:

 

  1. Select the transaction you want to allocate.
  2. Locate the Class field and click dropdown button.
  3. Select the class you created.
  4. Click Confirm.
 

You can refer to this article to know more about class tracking: Get started with class tracking.

 

If you have other questions, don't hesitate to add a reply.

QuickBooks Team
November 29, 2025

Hi Silvana, Just checking in to see if the solution we shared worked for you. Did it fix your concern, or are you still having trouble? Happy to help if you need any more assistance!