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safariguy
August 3, 2020
Solved

Choosing a class in the register

  • August 3, 2020
  • 2 replies
  • 0 views

My business is opening a new location and I'd like to use a class to track income and expenses for it. I've activated classes in the preferences and clicked the box for "prompt to assign classes" but I don't get a prompt nor can I even find the class box in the register. What am I missing? 

 

I'm on QB Premiere 2019 Desktop.

Best answer by john-pero

Class is added to Invoices, Bills, Sales Receipts, Checks, Transfers. It is in the detailed tool used to record in the register. You should refrain from using the register view to record your entries.  Not that it is bad, but that it is short on detail

 

Class is a tag and as such is superfluous to the register itself. Reports by class are generated by use of the tag

2 replies

john-pero
john-peroAnswer
August 4, 2020

Class is added to Invoices, Bills, Sales Receipts, Checks, Transfers. It is in the detailed tool used to record in the register. You should refrain from using the register view to record your entries.  Not that it is bad, but that it is short on detail

 

Class is a tag and as such is superfluous to the register itself. Reports by class are generated by use of the tag

S
safariguyAuthor
August 8, 2020

I'm sorry, but I don't know what you're talking about when you mention the "detail tool." How do I find and use that? 

AlexV
AlexV
August 8, 2020

Good day, safariguy.

 

Let me share additional details about class tracking.

 

What john-pero mentioned is correct. We're unable to assign class on the register. We can only add them to the following transactions:

  • Invoice
  • Sales receipt
  • Estimate
  • Sales order
  • Statement Charges
  • Refunds and credits
  • Check
  • Credit card charges
  • Bill
  • Purchase order
  • Paycheck

You can click on either Customer, Vendor, or Employees menu so you can create any of the said transaction types. Click this link to know more about class tracking in QuickBooks Desktop.

 

Post again if you have more questions. Have a great day!

M
MAD_1
March 25, 2021

Here is the simple and direct answer to your question, without any geeky or techy sarcasm.  To add a class to your transaction while in the register, you must highlight the transaction then click "Edit Transaction".  In the lower half of the screen, you'll see the "class" box all the way to the right.  Also, when downloading transactions into Quickbooks Desktop, I discovered that you need to be in Express Mode or Advance Mode to add classes while entering downloaded transactions.  Go to Edit, Preferences, Checking, Company Preferences, Bank Feeds to change the mode.  If you use Classic Mode for downloading transactions, you will have to go back and add classes after downloading by using the Edit Transaction feature.  Hope this helps.

    T
    tpick
    June 5, 2023

    This was the first answer to her actual question--very helpful thank you

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