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PPMG
November 18, 2023
Question

Class Tracking - MAC desktop

  • November 18, 2023
  • 1 reply
  • 0 views

I'm trying to understand why my report will show class on some A/R entries and not others.  

 

Invoice 351 is classed, as shown in attachment Invoice 351 detail.  However, the report does not reflect any class.

Invoice 350 is classed and does reflect correctly on report.  

 

What could I have set up wrong to cause this frustration?   

 

Please and thank you for any help you might be able to give.

 

1 reply

C
ChristieAnn 11
November 18, 2023

Hello there, PPMG. 

 

I appreciate you for providing a screenshot of your issue regarding the report does not reflect class on other entries. I've got steps to ensure you have accurate data on your report.

 

To start with, I recommend running the report you pulled up with the correct date period or range. Then, ensure that it is set as to when you made the invoice with the associated class to make sure that the right data appears on the statement.

 

If the issue persists, I suggest running the Verify and Rebuild Data Utilities to get this sorted out. The Verify Data utility identifies any potential data damage issues that might've caused reports that don't work accurately. While the Rebuild Data utility repairs damaged data in your company file. Before this, you'll have to secure a backup copy of your company file.

 

To Verify data:

 

  1. Go to the File menu.
  2. Scroll down to Utilities.
  3. Select Verify Data.
  4. Click OK.

 

To Rebuild Data:

 

  1. Go back to the File menu.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. Click on OK when you get the message Rebuild has completed.

 

For further details, you can refer to this article: Verify and rebuild data in QuickBooks Desktop for Mac.

 

In case you need steps on how to customize reports in QBDT for Mac so they have the data and style you’d like, you can read this article: Customize reports in QuickBooks Desktop for Mac.

 

It'll always be my pleasure to help if you've got other questions aside from generating reports in QuickBooks. Use the Reply button and leave your comment below so I can assist you further. Take care always and stay safe, PPMG.

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