QuickBooks Online: Classes & Locations (and how to reclassify in batch)

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How to use and reclassify Classes & Locations in QuickBooks Online

[paultell]

Great video, as always, Hector. Perfect supplement to The Quickbooks Online ProAdvisor Advanced Training module on Classes. Thank you!

[jodisteuber]

You are a life saver!! Thank you! The Balance Sheet was messed up and doesn't print the classes correctly so had to implement "location" so it would show correctly. Now I don't have to go transaction by transaction to correct the class to a location. I really have valued your videos. You do a great job explaining and teaching. Thank you!

[Erik-iexz]

This video was posted 3yrs ago and you still solved my problems. Thank you

[suzieseconds]

Thank you this was very helpful. I'm new to Quickbooks and I have a new customer who wants me to set up their company and this video will help me for sure!

[briandoochin]

You're the man Hector! Why isn't QBO's support documentation as helpful as you are...

[inscapedesign]

Super, I am going through your know anything and I feel like you have taught me so much....thank you for these videos Hector.

[lightisgettingin]

Absolutely amazing! Can't wait to implement these strategies. I will definitely be looking into the $25 hidden links purchase, I'm quite certain it will be well worth it!

[aimtowin]

Thank you so much! This was the answer I was looking for! Keep up the good work!!!

[bitesizebookkeeping]

This is very helpful. Thank you so much for sharing.

[tanjarichter]

WOW! Super helpful and time saving! Thank you.

[mohamedmufaris]

Perfect. But Can you able to get Trial balance by location?

[katiejakubowski]

Click Accountant tools and the reclassify transactions to get to that screen

[cigridanngaano]

thank you sir for this great video. its very helpful :)

[-uo]

Initially class not activated in the middle it is not getting activate.

[acenoxxx]

Great video, however your magnify glass make me headache.

[bsbobstewart]

Hector, Very useful video. We are new to QBO and are using the desktop app. I don't find a url bar in my version so am not sure if we are using Chrome or not. Would love to purchase your shortcuts but am not sure I can use it. Any ideas?

Bob

[TheOceanviewstuff]

So how can we reclassify the current month transactions? We are new to QB and the current year is greyed out... I have products and services set up with the classes but our transactions are still going into the non-specified list - so we are having to manually change them one by one...please help

[cokcoon]

Hi Hector, Hope all is well there. I have a question can you provide me a solution for this. "When we record receipts in Location Wise Set up of QBO, the invoices, so all locations invoices are reflecting for selection. I want to show me just the once location invoice so is that possible? Thanks.... Waiting for your response.

[avasamuel]

I have a client with a purchase order of at least 100 line items at a time. How can I upload the purchase order directly into QB with the vendor attached?

[SherryWen-]

Hi Hector, could you use Project for balance sheet account? for real estate industry, they want to track cash for each project besides P/L by project. I don't see project field available in a GJE or cash transaction.