How to set up Classes in AdvancePro

Set up and use class tracking in QuickBooks Desktop and AdvancePro.

1. First, turn on class tracking in Quickbooks Desktop

Windows

  1. Open your company file.
  2. Go to the Edit menu, then select Preferences.
  3. Select Accounting, then go to the Company Preferences tab.>
  4. Select the Use class tracking for transactions checkbox.
  5. If you want a reminder when you haven't assigned a class, select the Prompt to assign classes checkbox.
  6. Select OK.

Mac

  1. Go to the QuickBooks menu, then select Preferences.
  2. In the Workflow section, select Transactions.
  3. Select the Use class tracking checkbox, then close the Preferences page to save the changes.

2. Then, Set up class categories for expenses and accounts

Windows

  1. Go to the Lists menu, then select Class List.
  2. From the Class ▼ drop-down menu, select New.
  3. Enter the class name.
  4. If it's a subclass, select the Subclass of checkbox and find the class it's under in.
  5. Select OK to add it.

Mac

  1. Go to the Lists menu, then select Classes.
  2. Select Create (+).
  3. Enter the class name.
  4. If it's a subclass, select the Subclass of checkbox and find the class it's under in.
  5. Select OK to add it.

3. Go to the Quickbooks Menu in AdvancePro > Settings > Export

*Important! Make sure the "Do not reset default QB Accounts Re-Import" is checked.

4. Click Re-Import

5. Once done, the classes set up in Quickbooks should now reflect in AdvancePro.

Sample classes created in Quickbooks.

Under Edit Customer > Additional Info

Should also reflect in the invoices in AdvancePro.