Assign Class to the entire bill

Good day, xcchaitime.

Assigning a class to an entire bill is currently unavailable in QuickBooks Pro. You will need to select a class to each line items when creating the bill. 

Let's send a feature request to our engineers about being able to assign a class to the entire bill. Simply click the Help menu and select Send Feedback Online. 

Our engineers will collect all customer suggestions and will review if they can use them for future updates. I'll be around if you have other questions. 

Is it that this feature is not available on QB Desktop at all or is it available in latest versions of QB Desktop? I heard that this is available in higher version? Can you confirm if an upgrade will help me get this feature?

@Anonymous

@JenoP

Please Learn from this input.

@xcchaitime

Pro is the Entry Level program. Your file will open just fine in Premier. Premier offers Balance Sheet by Class. Your Pro program doesn't care about AP Class. You don't even have that in your reporting.

Get Premier. Install it as one of the Premier Editions that has the other tools you want, such as Backorder tracking is only in Retail or Wholesale/Manufacturing.

Do Not Get Enterprise; only get Enterprise if you need those Powerful and Expensive functions. What you want is available in Premier.

Please see my attachment.

Hi,

I am testing the class assignment at the bill level with QB Enterprise version using the APIs. When I try to pass the class object with the bill it doesn't reflect the change in QB. See the code snippet below. Am I doing something wrong? I want to assign the class at the transaction level using the APIs such the class shows at the bill level when synced through the web connector. Any help is appreciated.

XmlDocument inputXMLDoc = new XmlDocument();
inputXMLDoc.AppendChild(inputXMLDoc.CreateXmlDeclaration("1.0", "ISO-8859-1", null));
inputXMLDoc.AppendChild(inputXMLDoc.CreateDocumentType("QBXML", "-//INTUIT//DTD QBXML QBD 13.0//EN", null, null));

XmlElement qbXML = inputXMLDoc.CreateElement("QBXML");
inputXMLDoc.AppendChild(qbXML);
XmlElement qbXMLMsgsRq = inputXMLDoc.CreateElement("QBXMLMsgsRq");
qbXML.AppendChild(qbXMLMsgsRq);
qbXMLMsgsRq.SetAttribute("onError", "continueOnError");

if (IsFirst)
{
XmlElement ClassQueryRq = inputXMLDoc.CreateElement("PreferencesQueryRq");
qbXMLMsgsRq.AppendChild(ClassQueryRq);
}
else
{

if (DT.Rows[rowcount][0].ToString() == "TRNS")
{

if ((DT.Rows[rowcount]["TRNSTYPE"].ToString() == "BILL") && (Convert.ToDecimal(DT.Rows[rowcount]["AMOUNT"]) > 0))
{
if (string.IsNullOrEmpty(RMS_Invoice_RefID))
{
XmlElement BillAddRq = inputXMLDoc.CreateElement("BillAddRq");
qbXMLMsgsRq.AppendChild(BillAddRq);
XmlElement BillAdd = inputXMLDoc.CreateElement("BillAdd");
BillAddRq.AppendChild(BillAdd);
XmlElement VendorRef = inputXMLDoc.CreateElement("VendorRef");
BillAdd.AppendChild(VendorRef);
VendorRef.AppendChild(MakeSimpleElem(inputXMLDoc, "FullName", DT.Rows[rowcount]["NAME"].ToString()));
XmlElement APAccountRef = inputXMLDoc.CreateElement("APAccountRef");
BillAdd.AppendChild(APAccountRef);
APAccountRef.AppendChild(MakeSimpleElem(inputXMLDoc, "FullName", DT.Rows[rowcount]["ACCNT"].ToString()));
BillAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "TxnDate", DT.Rows[rowcount]["DATE"].ToString()));
BillAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "DueDate", DT.Rows[rowcount]["DUEDATE"].ToString()));
BillAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "RefNumber", DT.Rows[rowcount]["DOCNUM"].ToString()));

if (SessionHelper.IsUsingClassTracking)
{
if (SessionHelper.IsAssignClassTo != "None")
{
if (!string.IsNullOrEmpty(DT.Rows[rowcount]["CLASS"].ToString()))
{
XmlElement ClassRef = inputXMLDoc.CreateElement("ClassRef");
BillAdd.AppendChild(ClassRef);
ClassRef.AppendChild(MakeSimpleElem(inputXMLDoc, "FullName", DT.Rows[rowcount]["CLASS"].ToString()));
}
}
}

if (SessionHelper.IsMemoRequired)
{
BillAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "Memo", GetBaseURL() + "invoiceviewer/" + EnDecrypt(Invoice_Index.ToString())));
}

rowcount++;

while (DT.Rows[rowcount][0].ToString() == "SPL")
{
XmlElement ExpenseLineAdd = inputXMLDoc.CreateElement("ExpenseLineAdd");
BillAdd.AppendChild(ExpenseLineAdd);
XmlElement AccountRef = inputXMLDoc.CreateElement("AccountRef");
ExpenseLineAdd.AppendChild(AccountRef);
AccountRef.AppendChild(MakeSimpleElem(inputXMLDoc, "FullName", DT.Rows[rowcount]["NAME"].ToString()));
ExpenseLineAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "Amount", DT.Rows[rowcount]["AMOUNT"].ToString()));
ExpenseLineAdd.AppendChild(MakeSimpleElem(inputXMLDoc, "Memo", DT.Rows[rowcount]["MEMO"].ToString()));
//if (SessionHelper.IsUsingClassTracking)
//{
// if (!string.IsNullOrEmpty(DT.Rows[rowcount]["CLASS"].ToString()))
// {
// XmlElement ClassRef = inputXMLDoc.CreateElement("ClassRef");
// ExpenseLineAdd.AppendChild(ClassRef);
// ClassRef.AppendChild(MakeSimpleElem(inputXMLDoc, "FullName", DT.Rows[rowcount]["CLASS"].ToString()));
// }
//}
rowcount++;
}

Hi there, xcchaitime.

Thanks for reaching out back to us. Let me help you get in touch with our developers.

For help assigning classes at the bill level with QB Enterprise version using the APIs, I suggest visiting the Intuit Developers site. You can post and provide the codes there as they have in-depth information about the backend of Quickbooks.

You can get in touch with them through this link: Intuit Developers.

Please don't hesitate to post again or leave a comment should you have any other concern. I'm always here to help. Take care!