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gctaylor
January 21, 2023
Question

2 issues which I do not accept from QBO1Memorized transactions cannot be grouped2Account class not operative in Received payments and asstsPL and BS show unspecified

  • January 21, 2023
  • 1 reply
  • 0 views
I have 2 branches, I give discount and the expense shows as "unspecified" even wen I selected class. I receive payments from customers and cannot select class. Now payments goes to unspecified.
I can use journal to post and get my report but that is not the way quickbooks should work. I need to give the customer a stateent.

I have fixed payment to make to group of people regular. I have to run them one by one. Very frustrating.
 QBDT has groups. QBO does not.

1 reply

S
SarahannC
January 21, 2023

Hello there, gctaylor.

 

Creating a group for memorized transactions in QuickBooks Online would be great. Yes, you're correct. This feature is available in QBDT, and we're unable to do it in QuickBooks Online. 
 

We can use the class feature when creating an invoice or sales receipt. Thus, assigning a class when receiving payment is unavailable. This provides you with clear and accurate information on how the system tracks your transactions with classes.
 

We want to hear your suggestions as we continue developing the product as best for your business. With that, I recommend sending your feedback to our Product Team. That helps them evaluate your idea and how it benefits your business. Here's how:

 

  1. Log in to your QBO account.
  2. Then, go to the Gear and select Feedback.

 

Let's start reviewing your transactions in an incognito window/ private browser and ensure to assign them with class. 

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
  • Command + Shift + N for Safari

 

If there's no class associated, make sure to choose the appropriate one. Then, save it to reflect the changes. Then, re-run the reports.

 

Here are the articles that guide you further in setting up classes and customsing reports:

 

 

Visit again if you need anything else with QuickBooks Online. I'm always here to help you record your transactions and classes appropriately. Stay safe always.

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