Question

Changing "Class" assigned to sales transactions

Forum|Forum|6 years ago
January 17, 2020
15 replies
30 views

Sales transaction was assigned a class. Later it was discovered that the wrong class was assigned, so the transaction was edited and the class changed to a "new" class. The transaction was saved successfully. When the class report was prepared, the transaction still showed up on the "old" class list instead of the "new" class list. So when the transaction is edited it shows the "new" class, but the report still shows the "old" class. This is causing discrepancy between the report and what the transaction actually has.

How can this be corrected?

QuickBooks Desktop

R

RaymondJayO

QuickBooks Team

Let's get this issue sorted out for you, @Novice_User.

The class list may be damaged, that's why the report is still showing the transactions with the old class.

Let's re-sort the list so the new class will appear on the report. I'd suggest creating a backup of your company file before performing the steps below.

Go to Lists from the top menu.
Select Class List.
Go to Edit from the top panel.
Choose Re-sort List.
Click OK.

The screenshot below shows you the last three steps. For more information, see the Item and Class list section through this article: Re-sort Lists.

If the steps above don't make any difference, it's possible the company file is damaged. With this, I recommend running the Verify and Rebuild Data utilities from the File menu. The first tool identifies the most known commonly data issues while the second one fixes them. For detailed steps, check out this article: Verify and Rebuild Data in QuickBooks Desktop.

You can always visit this website: Filter, Sort or Total Reports By Class. This link provides you steps on how to customize any reports by class to get the information you need for your business.

I'm here anytime you have other concerns. Have a great day, @Novice_User.

N

Novice_UserAuthor

Thanks RaymondJayO for your response. I did all the steps mentioned in your post, but that did not resolve the issue.

I am wondering if other desktop users have seen this or can re-create the issue. I think this is a bug in the product.

Any suggestions are welcome.

Thanks

MichelleBh

Level 8

Thank you for coming back here in the Community, @Novice_User.

I appreciate you for following the steps provided by my colleague above. I've already checked if there's an ongoing issue about the Sales report. However, there is no reported investigation at this time. Also, I've tried replicating this on my end, and I've got a perfect result.

I've attached a sample screenshot:

Since the re-sort list and verify/rebuild is not working on your end, we have other ways to fix damaged data by using QuickBooks Tool Hub. All you need to is download and install the app.

Here's how:

Download the QuickBooks Tool Hub file and save it.
Open the file.
Then install and agree with the terms and conditions.
Follow the on-screen instructions.

Once you already have the app, access the QuickBooks File Doctor. Let me guide you how:

Choose the Company File Issues tab, then click Run QuickBooks File Doctor.
In the drop-down arrow, pick your company name. If you're unable to see the name, hit browse to find your file.
Tap Check your file and press Continue.
Enter your admin password, then hit Next.

Once done, open a company file, and you will receive an option to choose either Open the file in a newer version of QuickBooks or Repair the file in your existing version.

After that, let's update your QuickBooks account. Make sure to create a backup copy before performing the steps.

Go to the Help menu.
Choose Update QuickBooks Desktop.
Hit Update Now.

For future reference on how to fix any errors while using File Doctor, please check this article: How to fix Error H202 and H505.

Leave a comment below if you have follow-up questions. I'm always here to help. Take good care!

L

lin_jcaj

Level 9

I appreciate the steps you've performed and providing a screenshot, newsgroupie.

I'd be glad to add insights as to why in your Tax Liability Report it still shows the old Class (Class A). Changing the Class will not change the Sales Tax agency on the transaction unless you've changed the sales tax rate.

Check out these sales tax-related articles for additional guide and reference:

For any other questions, you can reply to this thread. Have a great day!

N

newsgroupie

Hi GlinetteC,

I appreciate you getting back to me. The tax agencies are correct on the report. We use class to differentiate rental units. As you can see in my screenshot, I entered it incorrectly as 105. I changed it to 103, but the change is not showing in the tax fields. How can I fix this? Taxes have to be paid separately for each unit and the class field is how I separate them.

R

RCV

QuickBooks Team

Thanks for coming back, newsgroupie.

I appreciate you for performing the troubleshooting steps provided by my colleague. You're doing the correct steps to edit the invoice and change it to Class 103 to reflect the right class on the report.

As what my colleague mentioned, changing the class doesn't change the Sales Tax agency on the transaction. We need to change the sales tax rate on the invoice.

If you're referring to the Tax Liability report still showing the old class, we can go to the Class list page and run a report on it. Let me show you how:

Go to Lists from the top menu.
Select Class List.
Choose Class 103 to see if the edited transactions are already posted there.
Tick the Reports drop-down and select QuickReport Class 103.

If the updated invoices for class 103 are showing but not reflecting in the Sales Tax Liability report, then it's possible the class list is damaged. This causes the report to show the old class 105.

Let's re-sort the list so the new class will appear in the report. I'd suggest creating a backup of your company file before performing the steps below:

Go back to the Lists from the top menu.
Select Class List.
Go to Edit from the top panel.
Choose Re-sort List.
Tap OK.

If the same thing happens, it could be there's a damaged data on your company file. Let's repair it using the Rebuild Data tool. Just follow the steps and detail in his article: Fix data damage on your QuickBooks Desktop company file.

I've added these articles: Set up and use class tracking in QuickBooks Desktop and Review sales tax reports to learn more about the class and sales tax report features.

Keep me in the loop if you need anything else in QuickBooks. Assistance is just one click away. Take care always.

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