Add, Delete, or Restore Class in QuickBooks Online

by James Antonio

Managing class in QuickBooks might have come to you as a big task that and have concerned you in understanding it well. Learn how to add, delete, or restore class in QuickBooks Online.

Add, Delete, or Restore Class in QuickBooks Online

It’s time to learn everything about class in QuickBooks effortlessly. Welcome to this detailed guide, in which, step wise you would get yourself handy with adding, deleting, and restoring class in QuickBooks Online.

What is Creating and Managing classes in QuickBooks Online?

Creating and managing classes in QuickBooks is a combinational task of addition, deleting, and restoration of classes in QuickBooks Online.

However, to get into much more details about add/delete/restore class, let’s first revise on understanding what is CLASS. As simple as it can put forward, class denotes multiple fragments of your business enterprises that could be product lines or store departments.

A would help you in generating a recorded database of all your customers and vendor transactions to further aid you in mapping your business’s profits, sales, payments, and much more.

Why Addition, Deletion, and Restoration of classes in QuickBooks are vital?

When you create and manage the class in QuickBooks, you would be able to exercise the perks of using standard account-based tracking in the software. Supporting multiple departments, and business locations, each class’s data helps you to see all transactions that happened in any form under the microscopic lenses.

Once you have turned on class tracking in QuickBooks, you would need to create a class for each of the respective segments associated with your business that will start helping you to organize all of the supplier and customer transactions by their class.

Not just that you would be having a transparent vision towards your insights on sales, but also this practice would keep your major chunk of data segmented and up-to-date.

Further to this, you would know how to add, delete, and restore classes in QuickBooks Online?

How to Add, Delete and Restore class in QuickBooks Online?

Before you straight away jump to the main section of absorbing the steps involved in adding, deleting, and restoring class in QuickBooks, there is one quick tip that needs to be kept in mind. Do not try to add too many classes that can get not just time-consuming but can also lead to a lot of work difficult to handle thereafter.

When the classes are kept simple and precise, it makes it easier for you to understand each of the reports that have been generated.

Here are the steps that would help you in understanding to add a new class in QuickBooks Online:

How to Add a New Class in QuickBooks Online?

Step 1: Hit the Gear icon and choose All Lists.

Step 2: Hit on Classes.

Step 3: Tap New and assign a name to this class.

Step 4: If you wish to add a sub-class, choose sub-class and select the main class. For adding sub-class, you can go building up to five classes.

Step 5: Choose Save.

When the procedure is done, you would be able to start tracking transactions by class.

How to Delete a New Class in QuickBooks Online?

Deleting a new class is an option when you no longer wish to have a class. In this, you can make a class inactive, and once done it would no longer stand meaningful towards the respective usage limits.

Here are the steps that would help you in understanding to add a new class in QuickBooks Online:

Step 1: Hit the Gear icon and choose All Lists.

Step 2: Hit on Classes.

Step 3: Choose the class that you wish to delete.

Step 4: Tap on the small downward arrow button located beside Run report and choose it for making inactive.

How to Restore a Delete Class in QuickBooks Online?

Now imagine, either you have deleted a class by mistake or accidentally! Relax there is a specific way to restore a deleted class in QuickBooks Online.

Here are the steps that would help you in understanding to add a new class in QuickBooks Online:

Step 1: Hit the Gear icon and choose All Lists.

Step 2: Hit on Classes.

Step 3: Choose Settings located beside print icon and tap on include inactive.

Step 4: Locate the class which you wish to restore and choose Make active.

The steps mentioned above are not complicated to follow. The instructions given are in a simple easy to understand language. However, there are still some chances of getting stuck in adding, deleting, or restoring classes in QuickBooks Online.

Has it been fair enough for you to understand in-depth how to add, delete and restore classes in QuickBooks Online? Hopefully, this article has been able to answer most of your queries.


Need Some one on one QuickBooks Assistance?


Which authority login can create a class in QuickBooks Online?

For adding a class in QuickBooks Online, it is only the Admins who are authorized and eligible for executing this action.

What should I do if I am getting a Usage Limit Message Pop-up on my screen?

Usage Limit Message Pop-up would appear when you have met the maximum limit for creating a number of classes manually. On QuickBooks Online, the maximum number of classes ad locations combined that you can add is 40. When you exceed this limit, it would show you this message pop-up.

If you want to add a new class, even after reaching the count limit, you need to be considering delete old classes that have been created for the new class wished to be added to get accommodated accordingly.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top