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S
SBSF
October 26, 2023
Question

Under QB Sales > Products & Services > Non-inventory, is the option to assign a Class to an item. When a Class is added and that item is sold why isn't the Class applied?

  • October 26, 2023
  • 1 reply
  • 0 views
It would be great to not have to go back into many hundreds of transactions an manually apply the Class. It looks like it is set up to automatically assign the Class when I create a new item in the Non-inventory category, but the sales we've had so far are not showing that the Class category was applied. Is there a way to correct this on my end?

1 reply

M
Mark_AG
October 26, 2023

Thank you for sharing your concern here in the Community, @SBSF. I'm here to help you handle this situation. You're right! When you create a new non-inventory item for which you already had a class assigned, it automatically fills the class in the category details. However, this will only work if you track classes by one to each row in a transaction.

 

 

Running a Sales by Class Detail report will group your item sales to its assigned class. Run reports by class by going to the Reports and searching for Sales by Class Detail. However, if you have assigned an item to a class at present, it will only apply to your future transactions. You'll have to assign a class to your past transactions manually.

 

Furthermore, I'd like to provide you with this article for future reference: Customize reports in QuickBooks Online.

 

Feel free to reply if you have any additional inquiries regarding class lists in QuickBooks Online. I'm here to help. Have a great day!

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