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Max Sales
October 7, 2020
Solved

Removing the CLASS part of the sales receipt template.

  • October 7, 2020
  • 1 reply
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Hi, I am using QB Enterprise Accountant Desktop version 2019.

 

When I enter Sales Receipts, I do not use the CLASS box. Is there a way to remove this box from the sales template, so I can TAB past it when entering a sales receipt? 

 

I have checked the customize data layout for the template, also the Customize design option too and cannot find where to remove/disable this box.

 

I have added a screenshot showing the CLASS box on my sales receipt template.

 

Thank you in advance.

 

Best answer by ReymondO

Thanks for sharing your concern and providing an additional screenshot, @Max Sales. 

 

Yes, there is an option you can use to disable the Class drop-down list in the Sales Receipt window. 

 

Simply turn off the class tracking feature in the Company Preferences section. Let me show you how:

 

  1. Go to the Edit menu and select Preferences.
  2. In the Company Preferences tab, uncheck the box for Use class tracking transactions.
  3. Click OK.

Please take note that disabling this feature will not only affect sales receipts, but to all of your sales transactions.

 

In addition, you can run the Transaction List by Vendor report in QuickBooks. This will show you the list of all transactions for each vendor. Just go to Reports and select Vendors & Payables. Then, click Transaction List by Vendor.

 

Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.

1 reply

R
ReymondOAnswer
October 7, 2020

Thanks for sharing your concern and providing an additional screenshot, @Max Sales. 

 

Yes, there is an option you can use to disable the Class drop-down list in the Sales Receipt window. 

 

Simply turn off the class tracking feature in the Company Preferences section. Let me show you how:

 

  1. Go to the Edit menu and select Preferences.
  2. In the Company Preferences tab, uncheck the box for Use class tracking transactions.
  3. Click OK.

Please take note that disabling this feature will not only affect sales receipts, but to all of your sales transactions.

 

In addition, you can run the Transaction List by Vendor report in QuickBooks. This will show you the list of all transactions for each vendor. Just go to Reports and select Vendors & Payables. Then, click Transaction List by Vendor.

 

Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.

    M
    Max SalesAuthor
    October 7, 2020

    Awesome!!

    that is the only place  i did not look.

     

    Thank you

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