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D
DarcyDane
April 25, 2019
Question

Assign a class to custmer

  • April 25, 2019
  • 1 reply
  • 0 views

We are using classes to designate which cutomer belongs to which provider. It looks like you used to be able to have a class pulldown menu when setting up a new customer under the additional info tab. In 2019 Desktop Pro, I do not have that option. Is there another way to assign a class to customers so that it defaults to a certian class? 

1 reply

J
JamesM
April 25, 2019

Hi Darcy,

 

Thanks for posting your question in the Community. 

 

I'd be happy to help with assigning classes to customers. To do this, Go to Edit/Preferences > Accounting > Company Preferences > locate the Class box, check the Assign to checkbox > from the pull-down menu choose Names > click OK out of Preferences. 

 

After doing this, a class will appear when editing a customer in the Additional Info tab. Try this out and let me know how you make out. I'll be here to help.

D
DarcyDaneAuthor
April 25, 2019

Thanks for the reply...that is what we did and it didn't show up. So I am perplexed! I must be a glitch in the 2019 edition. It shows up in the invoice and even on top of the invoice page where it looks like you could assign the class to the customer and be done, but sadly each new invoice for the same customer you have to assign it manually. 

Let me know if there is something else I can try. Maybe uninstall and reinstall, now that we have enabled it? 

J
JamesM
April 25, 2019

My mistake. The instructions I shared were for QuickBooks Enterprise. In QuickBooks Pro, there isn't a way to assign classes to customers. This is the reason why you're not seeing that option. Classes are assigned per transaction. I encourage you to learn more about this by going to Help > QuickBooks Desktop Help > Help tab > Search > type in class to see related articles. Feel free to ask questions. 

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