How to assign a class to a shipping total for a multi-item purchase where each line item has the class identified but the shipping total does not?

Hey there, tom.

The option to assign a class tracking on the shipping total is unavailable in QuickBooks Online (QBO). However, I can offer you a workaround for tracking the shipping total for a multi-item in your sales transactions.

To do this, you'll need to create a separate service item for the shipping total and then use the Class tracking feature to track it. Before that, create an account for the shipping total and use that in the Income account drop-down list to track the item. If you're unsure about which accounts to use for tracking the shipping total, I recommend consulting your accountant to ensure the accuracy of your records.

Here's how to create a service item:

1. Go to Sales and select Products & services.
2. Click New and select Service.
3. Enter a Name for the product or service.
4. From the Category ▼ dropdown, choose the category that best describes your product or service.
5. In the Description on sales forms field, enter a description. This is what your customers will see on their sales form.
6. Select the account that you've created for tracking the shipping total for a multi-item from the Income account ▼ drop-down list.
7. When you're done, click Save and Close.

Once you've created the service item, you can use it to calculate the shipping total on the other line item and assign a class to it by selecting the dropdown menu of the Class column.

If you're using this as a Product/Service line item, remember to leave the Shipping field blank to avoid duplicating the shipping totals. Leaving the Shipping field blank will also prevent it from appearing on emailed or printed invoices.

For additional reference, you can check out this article: Assign a class to a shipping charge.

After setting this up, you can run the Profit and Loss by Class report to review your shipping total.

If you have any further questions about tracking your shipping total in QuickBooks, feel free to ask. I'm here to assist you. Have a great day.