Classes help make Quickbooks Pro even more organized. Find data for your income and expense accounts based on certain category classes in this online video. You'll learn how to track data based on different physical locations or services, and also learn how to label invoices and find other transactions based on their class.
You can set up class tracking so that you can find…data for your income and expense accounts based on certain classes.…For example, you may have two physical locations, such as an uptown shop…and a downtown shop, and want to track how much each one makes separately.…Or you may have two different types of services,…one based on corporate and commercial, and one for residential.…You can label invoices and other transactions based on class.…And then to access the results of your…class placement, you can run a profit and loss by class…report, which I'll show you how to do in a later video.…
You can set up your classes based on the things that are meaningful to you.…Before you can use class tracking, though, you have to enable it in Preferences.…To do that, select Edit > Preferences, change…to the Accounting section and then click Company Preferences.…Place a checkbox next to Use Class Tracking For Transactions.…And it's up to you to decide whether you want to prompt to assign classes.…You don't have to, but it'll be helpful for you…
Author
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Classes