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R_ZAP
October 4, 2020
Question

Include Class in Reports

  • October 4, 2020
  • 2 replies
  • 0 views

I saw that there is a field in the Reconciliation Report that is noted as "Class". Yet, when I preview the report although it shows up in the Column Heading it does not fill in the "Class" that I filled in the transactions.  The only thing I can think of that there is another field that is being called CLASS that is different from that noted under Lists in drop down menu noted a "Class List".

Can you clarify?  - I am using QB Desktop 2020

2 replies

Kristine Mae
Kristine Mae
October 4, 2020

I've replicated your concern, and the class is shown in the reconciliation report, R_ZAP. Let me help you sort it out.

 

Some transactions have one or two class fields. For example, a check has two class fields. The report will recognize the class you selected for the entire transaction, not for each line item. You can refer to my screenshots.

 

 

 

 

However, if you've added the classes correctly and you're still unable to see them in the report, it can be caused by corrupted file. Let's run the Verify/Rebuild utility to detect the data damage. Here's how:

  1. Click File.
  2. Go to Utilities, then choose Verify Data.
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity," the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the back up is finished.
  5. Click OK when you get the message "Rebuild has completed."
  6. Run Verify Data again to check for remaining data damage.

If you're still encountering the same issue after trying the verify/rebuild tool, you can use the QuickBooks File Doctor to fix your company file. 

 

You can always keep us updated after trying the steps. We're just around to help you. Keep safe!

R
R_ZAPAuthor
October 6, 2020

Christine,

Thanks for your reply!  It was very helpful for you to provide a screenshot.  What is different from my screen is that I don't have the Class drop down fill in within the check/credit card transaction form.  I do not know how to add that information that you show in your screen shot that you show in a red rectangle. 

 

I have been adding the the Class within the itemization but how do you add a "Class" to the transaction?

C
Catherine_B
October 6, 2020

Thanks for keeping us posted, R_ZAP.

 

Aside from performing verifying and rebuilding your data, let's troubleshoot your class tracking setup. To start with, let's update your QuickBooks Desktop to its latest release. Then, follow these steps to check your class tracking preferences. 

 

  1. Go to the Edit menu and click Preferences. 
  2. Click Accounting and select the Company Preferences tab.
  3. Uncheck the Use class tracking for transactions box.  Click OK. 
  4. Open the Check window to see if the Class option is not showing. 
  5. Then, go back to your class tacking preferences and check the Use class tracking for transactions box and how you want to assign them. 
  6. Click OK.

After toggling, you can open the Write Checks window again to see if you already have the Class drop-down in the header section as shown in the first screenshot my colleague provided. 

 

If the same thing happens, I'd suggest reaching our to our Phone Support Team so they can further investigate the root cause of the issue. You can click here to view our support hours and types. 

 

Let me know if there's anything else that you need help with. Yo utake care and have a great day!

K
KSpen
March 5, 2024

I'm using Desktop Pro Plus. I got it to work by going to "Customize Reports" > "Filters" > Under "Account" select "Include Split Details."

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