How to Turn on Class Tracking and/or Location Tracking in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Turn on Class Tracking and/or Location Tracking in QuickBooks Online

Class and Location Tracking

QuickBooks Online Plus users can take advantage of Class Tracking, Location Tracking, or both. Class and Location tracking configuration is ideal for management reporting purposes by enabling tracking for separate parts of your business.

This feature is enabled in ALL account types and all transactions except transfers.

Class TrackingLocation TrackingYou can assign a class to a transaction or specify a setting that allows you to assign a different class for each detail line of a transaction.You can only assign a location to an entire transaction.You can set QuickBooks Online to prompt you for missing classes on transactions.There is no missing location prompt.You cannot group deposits by class.You can group deposits by location, which is convenient in case different locations of the same company deposit their monies at different bank locations.

2. Turn on Class Tracking and/or Location Tracking

To turn on Class and Location Tracking, click the Gear icon > Account and Settings > Advanced.

Then select Categories and check the boxes next to Location Tracking and/or Class Tracking.

Class Tracking can be configured to

• warn when a class has not been assigned to a transaction (optional)
• display the Class as one to each row in a transaction or
• one class for the entire transaction.