posted
Good Morning,
I am using the “bulk enter transactions” feature to enter bills, and using the class column to apply them to a class. However, the class is only being applied to the account line item and not the whole transaction. Therefore, when I run reports and filter using class it’s not pulling up. Is there a way to get the class to apply to the whole transaction in bulk entry?
Hello there, Ken. Classes to be added to the Batch Enter Transaction feature are only available at the transaction entry level. I'm here to provide further details about this.
The ability to automatically apply a class to all of your entries is not available, you'll have to manually choose the class per transaction. Please refer to this article for more details: Set up and use class tracking in QuickBooks Desktop.
That said, I recommend sending feedback to our product engineers for them to analyze and consider adding this for future updates.
Here's how to send your request:
- Go to Help, select Send Feedback Online, and choose Product Suggestion.
- Type in your request in the Here is my suggestion field.
- Fill in the necessary details.
- Once done, click Send Feedback.
For now, you can utilize the Split feature to assign a single class to a transaction that includes multiple line items. However, please be aware that this process requires manual selection of the class for each individual line item.
Additionally, you can run and customize vendor reports to see where your company stands, in terms of expenses and accounts payable.
The Community is available 24/7 to help you if you have other questions about Quickbooks, Ken. Have a great day ahead.
