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kattlees
September 30, 2022
Question

Can you auto assign a class based on the invoice?

  • September 30, 2022
  • 3 replies
  • 40 views

I use quickbooks Payments with my quickbooks online. When I create an invoice for someone, I assign a location and a class.


Whey they pay, their payment goes to the right location and class but the QB fee doesn't. is there a way to have the QB Fee take on the same location/class the invoice has?

3 replies

Kurt_MQuickBooks Team
QuickBooks Team
September 30, 2022

Hi there, @kattlees. I'll share some details about how class and location tracking works in QuickBooks Online (QBO).

 

First, please be aware that it's not possible to auto-assign a class and location on an invoice. You'll have to do it manually to track the items in your invoice transaction by Class and location. Also, depending on how you treated your QB fee, if you've added it to your invoice as an extra line item and used the same class the service or product item has, you'll be able to see it when you run a Class list report or Sales by location detail report if you added a location to your invoice.

 

If this is the case, you'll want to open the invoice and add the same class to your QB fee item. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Sales tab.
  3. Edit the invoice and then in the Class field of your QB fee, add the class you're using for your other items.
  4. Once done, click Save and close.

 

You can run  a Class list report or Sales by location detail report to verify that the QB fee is added to those class/locations in your QBO account.

 

But if you processed the payments using QuickBooks payments, know that the only way to track them down is to check them in your chart of accounts and open the account where the payment's been added. See this article for more info: Choose where to record payments and processing fees for QuickBooks Payments.

 

In addition, I've got you this article help you manage your class in QBO: Manage classes in QuickBooks Online.

 

You can also check this page about managing invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Our door is open 24/7, @kattlees. If you have any additional QuickBooks-related concerns, don't hesitate to post here again. Rest assured, we got your back, and we'll lend you assistance once again. Take care, and enjoy your weekend!

kattleesAuthor
September 30, 2022

I wasn't asking if I could auto assign an invoice. I assign the location and class on the invoice when I send it. I was asking:

 

Why doesn't the quickbooks fee take on the same location/class as the invoice that gets paid? I have to open each one up and and assign a location/class for the fees. Seems like it should keep the same.

JonpriL
Level 9
September 30, 2022

Hi there, @kattlees.

 

I hear you and I would also agree your experience with the delivery of communication lacks the quality given how you manage to simplify the goal you wish to accomplish in this interaction.

 

Currently, banking fees downloaded along with the online payment made by your customer through QuickBooks Payments do not have the class and location assignment. Yes and for now, we'll have to review them manually so that they get the correct class or location assigned.

 

Now for all the features and functions of QuickBooks Online, you can log in to any of our supported browser versions for the best experience and use this reference for guidance: Help Articles in QuickBooks Online. You're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

 

Let me know in the comments if you have any other questions aside from working with your downloaded transactions in QuickBooks. Use the Reply option below to leave a comment and don't forget to include my name, @JonpriL. Take care always and stay safe!

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