Assign a class to custmer

Hi Darcy,

Thanks for posting your question in the Community. 

I'd be happy to help with assigning classes to customers. To do this, Go to Edit/Preferences > Accounting > Company Preferences > locate the Class box, check the Assign to checkbox > from the pull-down menu choose Names > click OK out of Preferences. 

After doing this, a class will appear when editing a customer in the Additional Info tab. Try this out and let me know how you make out. I'll be here to help.

Thanks for the reply...that is what we did and it didn't show up. So I am perplexed! I must be a glitch in the 2019 edition. It shows up in the invoice and even on top of the invoice page where it looks like you could assign the class to the customer and be done, but sadly each new invoice for the same customer you have to assign it manually. 

Let me know if there is something else I can try. Maybe uninstall and reinstall, now that we have enabled it? 

My mistake. The instructions I shared were for QuickBooks Enterprise. In QuickBooks Pro, there isn't a way to assign classes to customers. This is the reason why you're not seeing that option. Classes are assigned per transaction. I encourage you to learn more about this by going to Help > QuickBooks Desktop Help > Help tab > Search > type in class to see related articles. Feel free to ask questions. 

Not sure what you are looking at, JamesM, but what you describe is not available in any edition of QB Deskop Canada. See below for the options available to us. By electing to use Classes, the Class drop-down option is added to your forms.

That being said, I use a workaround:

Create a Custom Field (called Class or something that makes sense to you) under the Additional Info tab in the Customer Profile.

Enter the Class for the Customer in the Custom Field.

Customize each of your Sales Forms (Invoice, Sales Receipts, etc), adding the Custom Field to the form (Screen only). Each time you create an Invoice, the Class will appear on the form, making it unnecessary to keep a separate list for reference and easy to select the correct class for each Customer using the drop-down list. Note that the Additional Field (Class) is not printed on Sales forms unless, of course, you want to.

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Thanks for your input @impossible. I'd like to ensure you that the "Assign Classes" option is available in QuickBooks Desktop Enterprise Canada. Please see the screenshot below: 

Yes - I have done that. And we can assign classes. What we cannot do is that apparently you used to be abel to do is after doing what you you have shared with me and we've successfully done, is get into the customer and assign the class. Instead with every invoice and every line on the invoice we have to assign a class to each transaction. What we would like to do is assign Sally to Class X and not have to go through each line on the invoice every time Sally comes to our office. 

RE the work around.

I thought about that but I don't think I can run a sales report based on a custom field...or can I? With classes you can, which makes it easier to pay my idenpendent contractors. 

That's wonderful, JamesM. But the OP clearly indicates using QB Pro 2019 - where that option is NOT available!

@impossible Do you know if you can run a sales report on a what you described. I can't figure how to do it, if it is possible. 

Apparently, you can if you use QB Enterprise.

Otherwise, you can apply a single Class to an entire Invoice. Screenshot below.

The Custom Field is there only to tell you what Class the Customer is assigned to without having to open the Customer Info and look for it. With the Custom Field displayed, you can now easily enter the Class .

No. The Custom Field is for your reference only - to facilitate determining the Class for each Customer. When you create an Invoice for each Customer, the Class will be displayed in the Custom Field. Enter the Class displayed in the Custom Field in the Class box at the top of the invoice to apply the same Class to the entire transaction. Now run your Sales Reports as before.