class vs custom field

danish18 · ‎February 28, 2019

We have been using classes on the line item level to track lot numbers of the products we make. We created them in custom templates to show up on every invoice/receipt. If an item doesn't need to be tracked, we just leave the class on that item blank. We have been manually inputting each class for the items on every invoice/receipt. We can then run a report by class to show everyone who received a certain lot number of that item. I just discovered creating custom fields in items. My question is, if I create a custom field in an item called class, then put in the lot number (which is already a class we have created), and check USE, will that number automatically show up on the invoice/receipt on the line item level under class whenever that product is selected? I know there is lot number tracking in Enterprise, but we are using Premier.

Anonymous · ‎February 28, 2019

Hello, @danish18.

I appreciate you elaborating the situation thoroughly. Let me help share some information about class and custom fields in QuickBooks.

The detailed steps you've provided won't work if it's intended to track the class automatically for an item. I've tried replicating this in my end, however, even if you have the custom field for an item, you'll still have to manually select or type in the class when creating your invoice.

It would be great if we have this kind of work around in tracking the lot number just like the Enterprise version. I'll ensure to send a feedback report regarding this suggestion to our Product Developers.

You might want to check out these helpful articles below for more information about class tracking and custom fields.

How to Use Class Tracking in QuickBooks

Use QuickBooks Desktop custom fields

That said, if you need help with anything, please feel free to contact us using the contact link in QuickBooks.

Here's how:

On your QuickBooks, press F1 and select Contact us.
Type in your question and click the Search tab.
Click the Start a Message tab.

Keep me posted if you have additional questions about classes and custom templates. I'll be here to help however I can.

danish18 · ‎February 28, 2019

Thanks for the feedback. I have read the articles you pointed to. I have on issue. See picture. I don't have the option "Assign classes to_____" in my Quickbooks. Under prompt to assign classes there's just a blank spot.

Anonymous · ‎February 28, 2019

Hi there, @danish18.

Thanks for getting back and telling me about the options you're seeing on the Accounting Preferences. Allow me to help share further information.

The option to assign classes to accounts, items, and names is not available in the Premier version. You can only use this feature in QuickBooks Enterprise. Let me route you to this article site to compare the advanced features of Quickbooks Desktop Enterprise: https://enterprisesuite.intuit.com/resources/upgrade-to-enterprise/comparison-charts/.

If this is something that your company needs, you can consider upgrading to Enterprise. You can call their support number on the article provided whenever you're interested.

That said if you need anything else you can always reach out again in the Community. I'll be here to help.

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class vs custom field