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R
RSD1962
September 7, 2023
Question

Setting up an invoice and receiving payment

  • September 7, 2023
  • 1 reply
  • 3 views

I see that you can select a class at the time of setting up the invoice - it is a drop-down menu in the center of the screen.  I can't see a drop-down menu when I am receipting payment. Consequently, the transaction report for a receivable account does not have the class column populated.  Why??

1 reply

C
Candice14
Level 8
September 7, 2023

Good evening, @RSD1962. 

 

It's great to see you back in the Community! I can provide you with some information to help answer your question. 

 

I can see how beneficial this could be for your business. However, you're not able to select a class for received payments through QuickBooks Desktop. 

 

I do recommend review this guide to give you more details about filtering, sorting, and totaling reports by class. 

 

I'll send your feedback to our Product Developers so they can consider adding this as a feature in the near future. 

 

I'm only a comment away if you need me again. Take care! 

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