Class not prefilling on some vendors bills

Hi Kevin,

Having a lot of transactions, it's more convenient to have a prefilled class. However, this isn't an option in QuickBooks.

If you enabled the option to recall the last transaction for payees (name), QB prefills the next bill of a vendor using the data from its last transaction, which includes the classes assigned to the items. That's the only way to have a prefilled class.

On the other hand, we can't pre-associate a class to an item. Therefore, if you manually choose that item on a transaction, you also need to choose a class. It's not prefilled.

Hope this clears it up.

Let me know if you have any other questions. I'll be happy to assist you again.

Gosh I can't believe I found this!  I use Enterprise 23 and I am having this same issue.  Sometimes it remembers the class and sometimes it doesn't!  I did a rebuild as somewhere along the way I found that, but that didn't work.  

The suggestion above doesn't work.  Again, sometimes it brings up the class and sometimes it doesn't.  It seems if QBs is going to offer a class, it should have programed to have it link to the vendor.  Especially because you can click it when setting it up!  BTW that does absolutely nothing!  

Anyone find a way to fix this???

Thanks!

Kimi

Hello there, Kim. 

I appreciate your troubleshooting efforts in resolving your issue about the class performance. I understand how time-consuming it is to experience challenges within the program. Please know that this is not what we want you to encounter.

The system should remember your past transactions once you enable the pre-fill option in QuickBooks Desktop (QBDT). Since you already did the verify and rebuild data, but the issue persists, let's update your QBDT to the latest release because there may be issues with your file that affect the class activity. 

Moreover, I recommend contacting Customer Care to assist you further if the problem remains. They have the tools to initiate a screen-sharing session, investigate your system, and create a case if necessary. 

To contact support:

1. Click on Help, then select QuickBooks Desktop Help.
2. Choose Contact us.
3. Provide a summary of your issue and hit Continue in the description field.
4. Click Message an agent.

You may want to visit this article if you need a reference in managing transactions moving forward: Create, edit, or delete memorized transactions.

Please feel free to tag me in the comment section if you have further questions or need assistance with other QuickBooks-related concerns. I'm always available to help you. Have a great day, Kim!