About the Classes App

Getting started with the Classes app in Method:CRM.

Updated over a week ago

Classes make it easy to categorize and report on different aspects of your business. 

Note: Classes are only available on QuickBooks Desktop, and two versions of QuickBooks Online:

  • QuickBooks Online Plus

  • QuickBooks Online Advanced

If you have QuickBooks Online EasyStart or QuickBooks Online Essentials, the option to turn on Class Tracking will not be available.

The Classes App allows you to manage your classes synced from QuickBooks as well as create unique classes to assign to transactions. Classes can be created and edited in Method:CRM without having to switch to QuickBooks, because the classes you create and update are saved to QuickBooks during your next sync.

The Classes App is part of the Accounting Lists Pack, which is installed by default in every Method account.

App perks

  • Create custom classes pertaining to your business practices.

  • Assign classes to transactions in Method:CRM.

  • Classes are synced to QuickBooks for ease of reporting.

What is a Class?

A class is a way of categorizing income and expenses in QuickBooks. The way classes are assigned to transactions depends on your business, but in all cases, they are used to filter and organize transactions to make it easier to keep track of your money.

For example, a landscaping company might want to track the profitability of different types of jobs: maintenance, installation, and so on. Assigning those classes to transactions makes it easy for your accountant to generate reports based on those criteria.

To create a class, see our article Create a Class

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