How do I fix a client's QuickBooks desktop enabled with class tracking so it only requires the class entry at the top of the sales order and not at the transaction level?

Hi llconsultingpa-g!

You'll just need to customize the sales order template to remove the class column. Let me help you.

Please follow these steps:

1. Go to the Lists menu and select Templates.
2. Find and double-click the sales order (SO) template.
3. Click the Additional Customization button, then Columns.
4. Uncheck the Class to both Screen and Print.
5. Tap OK to save it.

Once done, you can now create an SO without the need to add a class to the line items. 

You can check this link: Get started with customer transaction workflows in QuickBooks Desktop. This will show you how to track customer transactions in QuickBooks Desktop.

Keep on posting here if you need more help in customizing forms. I'll assist you!

Thanks so much for the assistance!  Much appreciated!

Hi Alex,

Thanks so much for the quick and helpful response!

LouAnne