![]() ![]() We also have reports by class you can pull up if you need to review them. Then, you're now ready to track your transactions by class. Check both Track classes and Warn me when a transaction isn’t assigned a class.From the Advanced tab, select the edit (pencil) icon in the Categories section.Go to the Gear icon and select Account and Settings.Though, this option is only available in QuickBooks Online Plus and Advanced. Once done, we can now turn on your Class tracking so can add your property manager. You can also check this article for more details: Manage your customer list. Click on New Customer and enter the customer’s info.Let's follow these steps on how to add a customer: That's the easiest way to track all transactions made by your property manager. You can add all your properties as customer and the property manager as class. Let me help you setting up your business, Rbea.
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