How do I add a second layer of Classes?

Organizing your financial transactions is key to gaining deeper insights into your income and expenses. Let's create sub-classes so you can further organize your transactions, Odette.

In QuickBooks Online, you can use sub-classes to organize your transactions further, as they allow you to categorize and track detailed financial information within main classes, providing more insights into your income and expenses.

Here's how to create one:

1. Navigate to the gear icon and choose All Lists.
2. Select Classes.
3. Click New and enter a name for the sub-class.
4. Tick the Is a sub-class box and choose the main class from the dropdown menu. You can nest sub-classes up to five levels deep.
5. Click Save.

For more info on managing classes, check out this article: Create and manage classes in QuickBooks Online.

Once set up, refer to this article on assigning classes to transactions: Track your transactions by class in QuickBooks Online.

You're now equipped to organize your financial transactions better, Odette. If you ever encounter a question or need further guidance in managing transactions in QuickBooks, I'm just a post away.