The invoice form adds a Class field at the top (next to the Customer:Job field) so you can assign the invoice to a class. When you’re entering transactions, each transaction window provides a field for entering the class.
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How To Use Quickbooks – Using a Class in a Transaction This gives you a way to sort transactions in a logical fashion when there’s no link to one of your real classes. TIP: It’s a good idea to create a class called Overhead. Click Next to add another class, or click OK if you are finished. Fill in the name of the class in the New Class window. (Remember that you must enable Classes in Preferences to have access to the Class Lists menu item.) Press Ctrl-N to add a new class. To create a class, choose Lists | Class List from the QuickBooks menu bar to display the Class List window. After you create your classes, you can assign one of them to that field. When you enable classes, QuickBooks adds a Class field to your transaction windows. For example, you can use classes to separate your business into locations or departments, but don’t try to do both. You should use classes for a single purpose otherwise, the feature won’t work properly. Reporting by business type (perhaps you have both retail and wholesale businesses under your company umbrella).Reporting by location if you have more than one office.Some of the reasons to configure classes include: How To Use Quickbooks – Why Should I Configure Classes To use classes, you must enable the feature, which is listed in the Accounting section of the Preferences window. Think of this feature as a way to “classify” business activities. QuickBooks provides a feature called Classes that permits you to group items and transactions in a way that matches the kind of reporting you want to perform. Something that our clients commonly ask, “How to use Quickbooks?” “Specifically adding classes?” If you ever asked this question, continue reading to learn how to use QuickBooks like a pro.
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