Use Class Tracking or Location Tracking to track different sections of your business. Both of these features let you track income and expenses and run reports for separate parts of your business. These features are commonly used to track departments, divisions, properties, territories, or different stores. You can use one of these features alone or use them both together.

  • Note: These features are available in QuickBooks Online Plus.

Classes can be assigned to individual lines of a transaction or to the entire transaction. You choose one or the other in settings.

Locations are assigned to an entire transaction.

Turn on Class Tracking or Location Tracking in Settings

  1. Select the Gear icon at the top, then Account and Settings (or Company Settings).
  2. Select Advanced (or Company) from the left.
  3. In the Categories section, select the edit (pencil) icon.
  4. Choose the category you want to enable and select the settings for that category.
  5. Select Save.

Create Class or Location categories

  1. Select the Gear icon at the top, then  All Lists.
  2. Select Classes or Locations.
  3. Select New at the top right.
  4. Enter the information.
  5. Select Save.

Note: In order to add or modify Classes or Locations, you must have master administrator, company administrator or the appropriate custom user access. If you're unsure of your access rights, please contact your master administrator.