How to setup and use Classes in QuickBooks

Is your profit and loss multiple pages, and you just can’t understand it?

Do you have multiple locations or rental properties?

Let me show you how to set up and use Classes in QuickBooks! 🎉

Setting up "classes" will make reading your profit and loss so much easier!

**You can use Classes in “Enter Bills,” “Create invoices,” “Record Deposits,” and “Write Checks”

Steps to Setting Up Classes:

➡️ Setting up a Class

Go up to “Edit”
“Preferences…”
“Accounting”
Under “Company Preferences” Tab
“Class”
Use class tracking for transactions
Prompt to assign classes
Click “OK”

➡️ Class List

Go up to “Lists”
“Class List”
Go down to “Class”
“New”
“Class Name”
Click “OK”

➡️ Profit & Loss by Class Report

Go up to “Reports”
“Company & Financial”
“Profit & Loss by Class”


Need to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business...
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Timestamps:

0:00 - Intro
0:37 - Setup Classes in QuickBooks
2:34 - Use class in entering Bills
3:00 - Use class in Invoice
3:12 - Use class in a Record deposit
3:19 - Use class in Write Checks
3:26 - Class in Check Register
3:40 - Class List
4:34 - Reading Report
5:59 - Final Thoughts


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