Easy Tech TutsHow to Add Class in QuickBooks Online Easily 2026
By Impran M N
Classes in QuickBooks Online let you segment income and expenses by department, project, or location, giving you clearer reporting than broad categories alone. This guide covers turning on class tracking and adding new classes for better financial visibility.
01Enable class tracking
In QuickBooks Online settings, turn on class tracking if it isn't already active for your account.
02Access the class feature
Navigate to the area where classes are managed once tracking is enabled.
03Add a new class
Create a new class and name it based on how you want to segment your finances, such as by department or project.
04Assign classes to transactions
When entering income or expenses, select the relevant class so transactions are properly categorized going forward.
05Review class-based reports
Use QuickBooks reporting tools to view financial performance broken down by class for better decision-making.
Frequently asked questions
What's the difference between a class and a category in QuickBooks?
Classes let you segment transactions across departments or projects independent of the chart of accounts, while categories relate more directly to account types.
Can I edit or delete a class after creating it?
Yes, existing classes can be renamed or made inactive if they're no longer needed.
Is class tracking available on all QuickBooks Online plans?
Class tracking availability can depend on your specific QuickBooks Online plan, so it's worth checking your subscription level.
Why would a small business use classes?
Small businesses often use classes to track revenue and expenses by project or department, which helps with more detailed financial analysis.
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