Class Tracking
Class tracking is a feature that lets you tag transactions (like invoices, bills, expenses) to specific parts of your business—like departments, locations, or product lines—to see the financial performance (income, expenses, profit/loss) of each segment separately, allowing for detailed, customized reporting beyond just your overall company financials.
If you familiar with Quickbooks Class Tracking, this function is similar and will sync with Quickbooks using the Contractors Cloud Quickbooks integration.
A User must have the appropriate financial permissions to add, edit, and delete Classes.
Class Tracking is managed within Company Settings (permission required).
Enable Class Tracking
Check this setting in order to use Class tracking for this Company.
Quick Class Setup (QuickBooks Online)
If you are connected to QuickBooks Online, you can easily import your QuickBooks Classes into Contractors Cloud. See the QuickBooks section below.
Class Interface
Details
These are the high-level details for the Class.
Name (required)
The unique name for the class. If the Class already exists in QuickBooks, it is important to match the name exactly.
If the name is a child of a parent class, the name must be the parent separated by a colon.
Example: If the class is Shingles and Shingles is a child of Roofing, then the name should be Roofing:Shingles.
Description (optional)
An optional description for the class.
Status (required)
This is the status of the class. Only active classes can be used in transactions.
Log Entries
This section contains log entries documenting changes to the Class.
QuickBooks
This shows QuickBooks data related to the Class.
Class Usage
This shows where the Class is currently being used. Use the Reports for detailed Class reporting.
Utilities
This is where a Class is deleted. A Class can not be deleted if it is currently being used.