QuickBooks for Mac 2014 User’s Guide 33
Classes list
Classes are simply categories. You can then apply a class to transactions to get more insight into your business
data. A class can be a department name, a location, or anything that means something to you. Say you're a
magician. You might create the classes "corporate event" and "children's party." That way when you need to buy a
custom costume for your rabbit, Hopscotch, that spells out "Happy Birthday, Princess" in pink glitter, you can
classify that expense as being related to a "corporate event." (Hey, it could happen. Really, it could.) Then you can
create a class report to show all your income and expenses related to a class.
To manage classes:
1 Choose Lists > Classes.
2 Add a new class or edit an existing class.
3 Add New Class
Click the + menu at the bottom of the list.
Or control-click anywhere in the list and choose New Class from the shortcut menu.
4 Edit Existing Class
Double-click the class name. Or select the name of the class and click the Edit button at the bottom of
the list.
5 Or in the Class list, control-click the name of the class you want to edit and choose Edit Class from the
shortcut menu.
6 Enter a name for the class.
7 (Optional) If you want the class to be a subclass of another class, select the “Subclass of” checkbox
and enter the name of the parent class.
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