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Assigning classes

If I assign class to each credit card charge during downlaod is it also appropriate to assign a class to the check I write to pay the credit mcard bill.  Seems like double assignment, bit QB keeps asking me if I want to assign a class

QuickBooks Team

Re: Assigning classes

It looks like the prompt to assign classes feature is turned on, Mament. This is why it lets you assign one to each downloaded transaction. 


You can assign a class to the transactions. This won't lead to any double assignments. 


If you wish to turn off this feature, here's how you can do it:

  1. Click the Edit menu.
  2. Select Preferences.
  3. Click Accounting, then go to the Company Preferences tab.
  4. In the CLASS section, uncheck the Prompt to assign classes box.
  5. Click OK

Should you have other questions, don't hesitate to get back to this thread. 

Community Contributor *

Re: Assigning classes

I want to assign all transactions to classes.  But QB also asks me if I want to assign the credit card payment check to a class, after I have already assigned each individual credit card charge to t a class.


Re: Assigning classes

Good to see you're back, meament.


Though the credit card charge and the payment check are associated to one another, they are still two different transactions. Thus, the system asks you to assign classes to both of them.


Assigning classes to both transactions is good to keep them organized. However, it is up to you whether you assign it or not.


Again, you can always follow the steps that Kristine Mae provided earlier. This is to remove the prompt message when assigning classes.


We got you if you have further clarifications about classes.

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