Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
Smerling
October 22, 2022
Question

Quickbooks 2016 Desktop

  • October 22, 2022
  • 2 replies
  • 6 views

I cannot access "Class" when attempting to create a report or modify an existing report.  When I access "Filters" the box for Class is empty unlike the box for other filers such as "Account."  I am attempting to modify an existing report to make it applicable to a different class or simply create a brand new report.  I have used the built-in Utilities - Repair File and Rebuild Data - to no avail.  One other thing: I read online that Malwarebytes can interfere with Quickbooks.  I don't understand how that could cause my problem because data is stored internally on my hard drive.  Nonetheless, I turned off Malwarebytes, but nothing changed.

Any help or guidance would be greatly appreciated.

2 replies

Adrian_A
Adrian_A
Level 8
October 22, 2022

Hello there, Smerling.

 

The class data that'll be displayed on the Transaction Detail report will depend on how you set up your company preferences. You have the option to assign a class to Accounts, Items, and Names in QuickBooks Desktop (QBDT). With this, let's check your class tracking preferences.

 

  1. Go to the Edit menu.
  2. Choose Preferences.
  3. Select Accounting from the left menu.
  4. Go to the Company Preferences tab.
  5. Under the CLASS section, select Use class tracking for transaction.
  6. Check the box beside Assign classes to, and then select options (Accounts, Item, or Names) you'll be assigning class into your reports.

 

To learn more about this, you can refer to this article: How to use class tracking in QuickBooks. 

 

Also, here's an article that'll further guide you in filtering and sorting class transactions through reports by class in QBDT: Categorize data by class.

 

You can always drop a reply whenever help is needed.

S
SmerlingAuthor
October 23, 2022

Thank you for your prompt response.  The problem is that item 6 in your instructions is not available.  I do not see an "Assign Classes" checkbox in Accounting > Company Preferences.  To reiterate I have Quickbooks 2016 Desktop.  What am I missing?

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
October 23, 2022

@Smerling 

Are you using QB Desktop 2016 US Pro edition?

L
LeizylMQuickBooks Team
QuickBooks Team
October 23, 2022

Hi there,Smerling. 

 

Thank you for giving information about your concern and for following the steps recommended by my colleague above. Please note that this option is only available in QuickBooks Desktop Enterprise. 

 

Since the issue persists, I recommend reaching out to our technical support team. This way, they can further investigate why cannot access "Class" when attempting to create a report in QuickBooks. They also use specific tools to do a screen share to check your setup. 

 

Here's how to reach them: 

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

 

Also, personalizing your report in QuickBooks is a breeze. For the detailed guide, please see this link: Customize customer, job, and sales reports in QuickBooks Desktop. 

 

In case you need additional assistance in managing your classes in QuickBooks, please get back on this thread. I'm always here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement