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SarahGray
February 24, 2022
Question

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

  • February 24, 2022
  • 8 replies
  • 44 views
I can't seem to run a Budget Verses Actual by class anymore

8 replies

Jen_D
Jen_D
Level 8
February 25, 2022

Thanks for reaching out to the QuickBooks Community for this migration concern, Sarah.

 

During the conversion, classes are also migrated. Try to check your preferences if the class feature in QuickBooks Online is enabled. Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Click the slider or box for Track classes.
  4. Check Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  5. Under Assign classes, select One to entire transaction or One to each row in transaction.*
  6. Press Save, then Done.

 

Once done, run the budget report with classes. Also, check out the following links to learn more about the migration process and what data gets converted:

 

 

Visit us again if you have other concerns about this topic. I'll be right here to help. Have a good one!

SarahGrayAuthor
February 25, 2022

I have gone through these steps, both with a Representative Call and alone but it has not taken care of the issue.  Is there another possibility?

Kurt_MQuickBooks Team
QuickBooks Team
February 25, 2022

Hello there, @SarahGray. I'll point you in the right direction for support regarding your query.

 

First off, I appreciate the amount of effort you've done so far. You can consider contacting support once again. This way, another representative can check and investigate on your account to determine what's causing this issue.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

 

Additionally, here are some articles to help you in the future:

The Community is open 24/7 if you have other QuickBooks-related concern. Let us know by leaving a comment down below. We'll  keep an eye for your response. Keep safe!

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