From researching these boards I have discovered that you indeed cannot assign classes in the Downloaded Transactions window. So now I want to know if I can easily assign Classes in the Register Window. Right now all I could figure out is double clicking on the transaction to open the sort of Check window for each transaction and go through each transaction. These are transactions from a credit card but I would also like to do this in the Register for our checking account. We produce events and I would love to assign a class to almost all of our transactions to track expenses per event (I create a new Class for every event). If it's this time consuming to go one by one, I don't see the point for a company doing jobs or events where you have to use Classes to job track to use QB for that purpose.

Thanks for any input out there! ' If it's this time consuming to go one by one, I don't see the point for a company doing jobs or events where you have to use Classes to job track to use QB for that purpose.' A lot of people think the Online Banking is a time-saver.

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First, that data brings in the Bank's processing date, not your date. Second, the Online Banking tools are not as robust for details of data entry as the actual program tools. Third, there is a lot being bypassed if you use Class only for these activities.

Job Tracking and use Items gives you a lot more powerful reporting. For instance, Items offer you Qty. If it matters, that is how you can track # of ticket sales, # of meals purchased, etc. For a NFP, Class would be Program or purposes, and Event would be subclass or Job names. It depends on the organization, of course.

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' If it's this time consuming to go one by one, I don't see the point for a company doing jobs or events where you have to use Classes to job track to use QB for that purpose.' A lot of people think the Online Banking is a time-saver.

First, that data brings in the Bank's processing date, not your date. Second, the Online Banking tools are not as robust for details of data entry as the actual program tools.

Third, there is a lot being bypassed if you use Class only for these activities. Job Tracking and use Items gives you a lot more powerful reporting. For instance, Items offer you Qty. If it matters, that is how you can track # of ticket sales, # of meals purchased, etc. For a NFP, Class would be Program or purposes, and Event would be subclass or Job names. It depends on the organization, of course.

Info, I second what qbteachmt says above. Classes allow you to view your data in broad strokes, but are not advisable for events.where over time you might have 100's of them.

Customers and Jobs (which can further be filtered by Customer type and Job type) are designed for tracking your events. For non-profits (NFP), schools, etc., Classes can be used to manage fund accounting. As qbteachmt says, take a look at the various report options and you'll see some of the benefits of classes vs customers:jobs. For example, some reports can break out your data with Classes as the columns. And a grand total column on the right. But with customer:job groups and subtotals down the page. So, just for an illustration supposing that you produce concerts.

Maybe the Classes would be Hip Hop, Drum and Bass, Classical, and Fundraiser. Maybe you only use a handful of specific venues. Then you might want Classes for each venue, with the customer:job reflecting what happens in the venue. Take a look at some of these pages and videos on the QuickBooks for Mac 'Little Square' site to see if they give you some good ideas for organizing your data: > >. Don't do this in the register window.

It will take forever. The easiest way is to create a report by class that contains the transactions you're interested in.

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A column will appear entitled 'Unclassified,' which presumably contains the all transactions you want to change. • Double click the number within the account you want to change and a sub-report named 'Transaction Detail by Account' will open with all, and only, the unclassified transactions you want.