Assigning Default Classes in QuickBooks Enterprise Solutions

If you use the Class feature in QuickBooks then the new default classes preference in QuickBooks may be a welcome addition. This is fairly simple – you can now assign a default class to certain kinds of list records, and if that list record is used in a transaction then that class is filled in for you. This can be useful in many situations.

The Default Classes option is found in the Accounting preferences under Company  references. Make sure the Use class tracking for transactions is turned on and then you can click the Assign classes to box. In this drop down list, you have the option to select Accounts, Items or Names. Please note that you can only use the default classes for one of the choices in the dropdown list.

If you select Assign classes to Names then you will see that you can now select a default class in each Customer, Vendor and Employee record.

When you create a transaction using this record, you will see that the Class field is filled in automatically.