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T
tan_ahmed
January 12, 2020
Question

When I create an invoice and assign it to a particular class, the transaction report for that invoice shows an incorrect class, not the one that I had assigned, why?

  • January 12, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

R
RCV
January 12, 2020

Let's investigate what's causing the incorrect class posted on an invoice, tan_ahmed.

 

We can run the Audit Log feature to check if the transaction was changed. It's possible other users in QuickBooks Online (QBO) modified the transaction. Just go to Audit History to see the details of it.

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Select Audit Log under Tools.
  3. Hit Filter.
  4. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  5. Tick Apply.
  6. Choose the invoice and click View under History column.

If it was not modified, it's possible an incorrect class was applied when creating a transactions. To correct this, re-open the invoice and choose the right one by clicking the Class drop-down button. Then, hit Save and close to apply the changes.

 

For more details about class tracking, please refer to these articles:

 

I'm just one click away if you need a hand with managing the classes or any QBO related. I'm always here to help.

T
tan_ahmedAuthor
January 12, 2020

Thanks, but no one else has access and an incorrect class was not selected when creating the invoice. 

K
KhimG
January 12, 2020

Thanks for getting back to us and providing an update, @tan_ahmed.

 

Let's create another invoice. Assign it to a class to test if you will receive the same outcome as the first. 

 

Here's how:

  1. From the + New button, choose Invoice.
  2. Fill in all the necessary details. Don't forget to assign a class to this transaction.
  3. Hit Save.
  4. Click the More button and select Transaction Journal.
  5. Go to the Class column and check if it’s showing the right class.

 

If it’s displayed under a different class, I recommend performing some basic troubleshooting steps. Sometimes temporary internet cache files stored up in the system can cause the program to misbehave.

 

Let’s use it to access QBO with the help of these keyboard shortcuts:

  • Ctrl + Shift + P (Internet Explorer)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox)

If it works, go back to your default browser and clear cache. Here’s an article to help with the process: Delete browser cache and temporary Internet files.

 

Otherwise, switch to a different browser like Firefox, Internet Explorer, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser in the meantime will allow you to get back to work.

 

Take a look at this article for more information: System requirements for QuickBooks Online, QuickBooks Online Accountant, and QuickBooks Self-Employed.

 

If you have additional questions or any clarifications, comment it down below. I’ll be ready to pop-in and help. Have a fantastic day!

 

 

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