QuickBooks Online Feature Requests

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  1. assign class to account

    Give the option to assign a class to a whole account instead of always by line items.

    50 votes
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      2 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
    • add the "class" field to the bank transaction download screen

      I am adding this again because I think it would be extremely helpful to those of us who have multiple classes for our clients. On the banking or credit card download screens, you have to pull up each transaction to see what class it was recorded to. That takes a lot of time. If it was on the screen with the other information, it would be helpful and also save us a lot of time. Please consider this enhancement. Thanks.

      28 votes
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        1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
      • To resume the sub-class function. It was a tragic to remove it. I hope that you will resume it as soon. Thank you.

        It was a tragic to remove it. I hope that you will resume it as soon. Thank you.

        21 votes
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          1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to use multiple classes for an item

          The ability to use multiple classes as an option

          19 votes
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            3 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
          • Multiple class for employee

            Could you please add a feature or an option that we can allocate payroll to different classes? Right now, you can only pick one class for each employee, but some employees work on varies classes, so we need a function where we can use multiple classes for the employees. Classes are set as programs in quick books non profit and all non profits require payroll allocations per program granted/funded

            17 votes
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              0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
            • Balance Sheet by Class

              Balance Sheet by class

              15 votes
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                1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
              • Have the ability to customize reports to show class listed out seperatley for all reports

                We choose QuickBooks for our non-profit because of the class tracking and was very disappointed when working with the report customizations there are reports that will list the classes across the top so you can see them all and the total which is exactly what we need, but there are reports do not allow for this it only summarizes the data, if you go in and select specific classes it only shows those but still in a summary form and not across the top. We currently have 18 funds, it impractical to do one report for each. It is too…

                14 votes
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                  1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                • Be able to assign different % of class (partner) to a single (1) transaction

                  Be able to assign different % of class (partner) to a single (1) transaction

                  I would like to be able to split an invoice from a customer 30/70 between 2 partners or more. Our clients are "owned" in different % by the different partners.
                  For exemple, the one who brings the client has a 70% and the one who services him has a 30%, as one is more a "hunter" and the other is more of a "farmer", in terms of private banking/financial advisory.
                  Thanks

                  13 votes
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                    1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have Transaction Detail by Account pull the Class regardless of the Account Type

                    Currently, Transaction Detail by Account pulls up all transactions, regardless of type, but does not pull up the Class unless it is a P&L type of account. It sometimes pulls it for Balance Sheet account if a Journey Entry was used to enter the transaction. This hit or miss tracking of Class through reporting should be fixed so that Classes are accessible in the report.

                    12 votes
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                      0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                    • Payroll Class

                      Allow Classes for Payroll Expense. I need to categorize (in percentage terms) how much each employee has worked on specific projects. Currently, there is not a way for me to do this unless I add my transactions from banking. However, the customer representative has told me it is better to use the one QB has generated, and to match the transferred transactions from our Bank. Please consider adding this feature.

                      12 votes
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                        0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                      • improve use of classes

                        It would be great if QBO could improve on how we have to deal with classes. 3 entries for 3 classes is a very basic way to deal with it. Sage 50 has a way better method in their desktop version so that you see the whole value of the billing and then divide the bill by percentage or by set amounts. (but Sage's online version is more juvenile than your online version ...so we continue to use QBO!)

                        11 votes
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                          3 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                        • Ability to split location tracking in 1 transaction

                          can we get the ability to have the locations tracking split within one transaction like you can with the classes?

                          10 votes
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                            2 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                          • Class Field under Products and Services

                            Adding a Class Field to the Products and Services section would be so helpful!

                            10 votes
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                              0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                            • Customers are NOT Donors

                              Allow the Nonprofit version to track more types of income, (e.g. charitable income as well as earned revenue). It is confusing to call a customer who is receiving a service from the nonprofit a "donor" because they are not.

                              10 votes
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                                0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                              • class column

                                need to have a class column on all transactions, especially banks and credit cards

                                10 votes
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                                  0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                • Create Class Pre-fill for specific bank and cc accounts

                                  Under the account settings for bank or credit card accounts we should be allowed to assign a default class for all transactions downloaded from that account. For example: I have two locations and a separate checking account and credit card for both. Whenever I download my account transactions using a web-connect file, all the transactions listed in the bank feed should automatically assign to the default class for that account. It is very frustrating that the payee and account pre-fill based on created rules, but then I still have to manually enter the class for every single transaction instead of…

                                  9 votes
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                                    0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reclassify Transactions - Select All

                                    Select All button on the 'Reclassify Transactions' screen

                                    9 votes
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                                      1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Class Report

                                      Would like to be able to run a report by class where the classes show up as ROWS not columns. This report is doable in the desktop version and I used it for EVERYTHING. I am really frustrated.

                                      9 votes
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                                        0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                      • add class tracking to Quickbooks Payments

                                        Class tracking is very helpful but it is missing from Quickbooks Payments in Quickbooks Online. The automatically generated transaction records doesn't seem to have class tracking. Could this please be considered as an additional feature for the future? It would make project tracking using classes more comprehensive.

                                        Thank you

                                        7 votes
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                                          0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Payroll by class - split hours by employee by class

                                          Using QBO Enhanced Payroll. I have employees whose cost I want to split into different classes, based on hours worked. There should be an option in the “Run Payroll” - Hour Entry screen to split one employee’s hours, by class. The only option now is to assign a class to an employee in the Payroll Settings - Accounting Preferences screen, but that assignment is fixed and does not allow to either change the assignment on-the-fly or to split hours into multiple classes.
                                          Now you have to either make a journal entry adjustment afterwards, or to make 2 payroll runs and…

                                          6 votes
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                                            1 comment  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →
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