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DDC_LCruz
January 18, 2021
Question

Assigning Class to Build Assembly

  • January 18, 2021
  • 1 reply
  • 0 views

My organization uses classes to classify our transactions and inventory. Our issue lies with the reports, such as Balance Sheet by Class. Build assemblies and some item transfers are being classified as unassigned on the report despite having a class assigned. I was able to assign a class to them in the item list. I'm not sure what's going on with this because as far as I can see it should very well appear in the correct class column.

1 reply

R
Ryan_M
January 18, 2021

Hi @DDC_LCruz,

 

I'll help you out with your reports and have them show accurate information in QuickBooks Desktop (QBDT).

 

Let's take the report you stated above as an example. On the Balance Sheet by Class report, you need to assign the class on the transaction. This way, you can clear out those transactions that appear under the Unclassified column.

 

See this article for more details: Why does my Balance Sheet by Class report have unclassified amounts? It has a short description of what you can do to fix your situation. 

 

I'll share this article with you as well: What transactions are not supported by Balance Sheet by Class? It has a complete list of all transactions that you can see under the Unclassified column, along with the steps to fix it.

 

Feel free to tag me in your reply if you have other concerns with your reports in QBDT. I'll be sure to handle them for you. 

D
DDC_LCruzAuthor
January 22, 2021

Still running into an issue where transactions with a class already assigned to them are not appearing in the correct class in the balance sheet by class. I checked to ensure that the transaction, as well as the items in the transaction are all assigned a class.

JasroV
JasroV
January 22, 2021

Thanks for getting back to us and for sharing additional details, @DDC_LCruz.

 

I’m here to help and get you back in working order. Let’s try running the Verify Rebuild tool to isolate this issue. This tool scans your QuickBooks Desktop (QBDT) company file for data problems and resolves them right away. Let me show you how:

 

To Verify:

 

  1. Go to the Window menu and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.

To Rebuild:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Rebuild Data.  

 

You can also check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.

 

Let me also add these resources that you can read for reference in case you need to learn how to personalize and export your reports from QBDT: 

 

 

Keep me posted if you have any other concerns or questions in managing your reports in QuickBooks. I’ll be around to back you up. Have a great day ahead and keep safe.

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