Welcome to Community! Class tracking is a dynamic feature in QuickBooks Online Plus, that enables you to track your income, expenses, or profitability and other meaningful segments in your business. If you don't currently have QuickBooks Online Plus, you'll need to upgrade your subscription to activate this feature. I'd be happy to assist!
Follow these steps to upgrade your QuickBooks product;
1. Sign into QuickBooks Online as the primary or company admin
2. Open Settings ⚙ and then Account and settings
3. Select the Billing & Subscription tab
4. In the QuickBooks Online section, click on Upgrade your plan
5. Review the available plans and then select Choose plan
6. Follow the on-screen steps to upgrade your plan
When you're ready, here's how to turn on Class tracking;
1. Open your Settings ⚙ and select Account and Settings
2. Choose Advanced from the left menu andselect the Categories Edit ✎
3. Checkmark Track classes
4. Select Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
5. Under Assign classes, select One to entire transaction or One to each row in transaction