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Classes compared to customer, job, and vendor type

Use a "class" to classify transactions. Classes can apply to all transactions, so they are not tied to any particular customer.

Use a "type" to classify customers, jobs, and vendors.

For example, you might have "wholesale" and "retail" customer types. You can then get financial reports focused by type of customer. But maybe you need a third classification that spans any type of customer. In this case, you can use QuickBooks classes. For example, if you have separate departments, you can create a class for each department, such as "children's" and "women's." Or if you have two stores, you can set up a class for each store.

Each time you enter a sale in QuickBooks, enter the class associated with that sale. Then you can get reports on income and expenses by class regardless of which types of customers are involved.

See also

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