How to Add Classes in QuickBooks and Automatically Apply them to Sales

quickbooks online accountant
live classes

They’ll also tell you what to expect on the day of the class (where to sign in, etc.) Start gathering your questions now…so that you can take them to class. I’m in the same boat – utilizing quickbooks online and would like to run a statement of activity report by class, but I don’t want to include all of the subclasses. I just want the report to show totals for each of the parent classes.


That said, this course does a good job of explaining what you see when you get into QuickBooks Online. Instructor-led Training classes for QuickBooks are live, hands-on training that’s available from your own location or attend at any of ONLC’s hundreds of centers . QuickBooks training is fully interactive with an online instructor no matter which location you choose. Alternatively, QuickBooks On-Demand courses are self-study, self-paced using your own equipment from your own place. Tim worked as a tax professional for BKD, LLP before returning to school and receiving his Ph.D. from Penn State.

QuickBooks Desktop

Sonic xero config in actionstep practice pro + accounting offers on-site and online training in web design, graphic design, programming, database, Microsoft, and business skills. Located all across the U.S. students have the option to study on-site with various classroom rentals and training offices. Sonic Training also offers customized training for corporate or group learning with on-site classes, follow-up support, and guaranteed local instructors. In this 2-day course, students will expand on their foundational QuickBooks skills. They will learn more advanced capabilities such as memorizing transactions, customizing forms, and working with credit card transactions. Students will also learn how to create reports and graphs and prepare payroll.

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These are live, hands-on classes specifically for the Desktop version of QuickBooks. Attend from your own location or any of ONLC’s centers across the country. Self-study, self-paced training course you do from your own location using your own equipment. These are live, hands-on classes specifically for the Online version of QuickBooks.

Managing Credit Card Sales

Classes functionality comes standard with upgraded versions of Quickbooks, and even if you’re using Classes, you can also apply Tags to make use of the flexibility it offers. Tags only need to be applied when needed, while the Classes feature comes built into every transaction on QuickBooks Online Plus and Advanced. This would make it easier to sort through specific transactions. Learn how to use classes to track income, expenses, or profitability by business segment.

But what sets this course apart is the depth in which the goes to explain everything you need to know about QuickBooks Online. You get more than the simple discussions of what the program does; you get hands-on experience working with the existing data then going on to create a new set of data and transactions for a fake company. QuickBooks is a popular accounting software package most commonly used by small to medium-sized businesses. The software allows users to track transactions and create reports needed for business decision making.


By the end of this QuickBooks lesson, you will be able to keep track of expenses in a couple of ways. You can quickly download all of your financial transactions, run reports and get a bird’s eye view of your financial situation. You can then use that information to make better decisions with your money. If you choose the live class, you only receive training and a voucher for 1 certification – QuickBooks Online OR QuickBooks Desktop. QuickBooks can be tough…especially if you’re new to QuickBooks or accounting.

Set up classes based on the type of reporting you want to do and consider how you want to see your business segments on reports. This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation.

Intuit QuickBooks Certifications

Candidates schedule their exam directly with Certiport and may choose to take their exam online or at a Certiport Testing Center. This certification track is specifically for QuickBooks Desktop version (on-premise). QuickBooks P&L report doesn’t have to be a place where you can see the numbers of your total sales for a specific period that actually don’t tell you much. It can be clear, accurate, easy to read, and give you details about what is sold, what performs good and what is better to focus on and improve. From now on, when you sync new transactions into QuickBooks, new classes will be applied to them based on your conditions. Repeat step 2 to create all the classes needed for your business flow.

By the way, if there are any features you’d like to learn more about, our Community articles can come in handy. I am delighted to hear that QuickBooks works well for your business. Backing you and providing you with the tools needed to succeed is what we strive for. This was a much more sensible solution than the one I proposed. Users are now able to collapse sub-classes and it is an elegant solution that complements the ability to expand/collapse rows.


But even so, with the variety of considerations including cost, duration, course format, starting level, and more, choosing the perfect course still isn’t that easy. Upskill or reskill your workforce with our industry-leading corporate and onsite QuickBooks training programs. Conduct the training onsite at your location or live online from anywhere.

#5 Quickbooks Online Complex Issues and Advanced Techniques

I am asking if Intuit would be open to changing the way the program works. This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.

online version

Click the arrow next to the “Class” button at the bottom of the page. The class types you create can account for a variety of expenses, such as outsourcing costs, technology solutions, travel costs and other common payments. Class tracking takes some time to set up, but it pays off in the long run. You get an excellent overview of your company expenses and can see how your money is being spent. With this information, it’s much easier to stay on top of your budget.

These courses are for the the software version of QuickBooks that is installed on your computer. As a business owner or marketer, you know how important it is to have a successful product that stands the test of time. However, no matter how great the product is, it will eventually face the dreaded product life… To set your own conditions for categorization, create a free Synder account , or contact our specialists to pick the time for a proper demo session.

invoices and payments

We will, however, keep your credit so that you may attend another class in the future. If you attend class and it doesn’t meet your expectations, just let your instructor know by the end of the first day of class. Click on customize and change the display columns by to income statement, and change the display rows by column to class. Now on the report select collapse and you will see your classes in rows and can click on them to see sub classes if you want and the income statement accounts are displayed across the top.

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After you place your order, you receive log-in credentials for your VIP training page via email. Follow the link in the email, type your user name and password, and start learning! You’ll see a tab for OnDemand courses, Live VIP classes, and Ask an Instructor. It’s very straight forward, but if you have any issues…just chat with a training advisor at the bottom of the page.

This lesson will teach you to download and track your credit card purchases in QuickBooks and reconcile them with your credit card statement to ensure that they match. If you know you need to get started in QuickBooks but you’re not quite committed to learning it comprehensively, these courses will get you started with hands-on skills you can use right away. Many schools offer the ability to continue learning with intermediate-to-advanced courses, and some offer package discounts. AcademyX offers one QuickBooks courses with prices ranging from $795 and class duration ranging from 12 hours. CTS Training offers four QuickBooks courses with prices ranging from $299 to $379 and class duration ranging from 1 day. NYIM Training offers four QuickBooks courses with prices ranging from $229 and class duration ranging from 6 hours to 7 hours.

Once you’re all set up, you can start to track your transactions by class. Next, select your lists from the menu bar at the top of the screen. Click “Class List” to set up class categories for your expenses and accounts.