The Classes App lets you create and modify transactional classes that sync with QuickBooks.
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.
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.
About the Classes App
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 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.
Classes are synced to QuickBooks for ease of reporting.
How to Create a Class
From your Method dashboard, click ⊕ New on your Classes App, or click ⊕ New Class on your Classes List screen.
This opens the New / Edit Classes screen.
Click Save & New to save the class and start a new one, or click Save & Back to save and return to the Classes List.
Class Details
An overview of the fields for your classes.
Field | Description |
Sync Status | In the header, the sync status is displayed. |
Name | Unique and descriptive Name for your class. |
| When checked, the class is available in dropdowns. |
| If checked, you can select a parent for this class. |
Parent | The parent class for the subclass. |
Class is Active?
Note: Sub classes are typically used to categorize specific kinds of services or products. For example, a landscaping company may wish to differentiate between Maintenance and Installation under their Labor class.