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stephaniejeck
August 18, 2022
Question

Quickbooks Payments

  • August 18, 2022
  • 1 reply
  • 0 views

We just started using Quickbooks Payments. All of our products and services have classes attached to them. However, when someone purchases one of our products with their card through Quickbooks Payments, the sales receipt that QBO automatically generates does NOT have the class listed. And when the payment is deposited, the deposit slip that QBO automatically generates also does NOT have the class listed.

 

So when I run a report based on class (which is very important for us), none of those payments show up because they are listed as "Not Specified" for class.

 

Can you please help me figure out how to make those payments go to the class that they are assigned to in the product??

1 reply

C
CharleneMaeF
August 18, 2022

I know how important it is to assign classes to your payments, stephaniejeck.

 

Payments and payroll transactions can’t be split by classes or locations. These transactions will only reflect as Unspecified.

 

As a workaround, I'd recommend exporting the report to Excel. Then, manually assign classes for the transactions. 

 

Here's how:

 

  1. Go to Business overview and then click Reports.
  2. Search a specific report.
  3. Customize the report.
  4. Then, click the Export icon.
  5. Select Export to Excel

 

To save the current customized settings of the report, you can memorize it in the program.

 

I'd appreciate it if you'll let us know if you have additional questions or concerns in managing transactions. We want to make sure your sales record is accurate.

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