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Setting Up Classes

QuickBooks provides an additional level of organization called classes. Classes enable you to group transactions in ways that can help you better analyze your company's performance. For example, you can use classes to track transactions by region, salesperson, or type of job.

Set Up Classes

Select Preferences from the Edit menu.

Click the Accounting icon.

Click the Company Preferences tab.

Check this box to turn on the class feature.

Click OK.

Select Class List from the Lists menu. If this is the first time you've used classes, the list will be empty.

Click the Class button. Then either select New or press Ctrl+N to set up a new class.

Enter a name for this class.

If the class is a subclass of another class, indicate that here.

Click OK to save the class.


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