Classes in Sales Receipts

VASOTreas · ‎June 23, 2023

I am new to QBO, so I apologize if the answer to this is obvious. I set up some products in our account and et up a batch account. I also have classes enabled. I'm making my first sales receipt and I can't seem to save it. I keep getting the error message "The transaction has one or more missing Class fields." Here is a screen shot - I don't see where I am missing a class field. Help, please?

Bryan_M · ‎June 23, 2023

Thanks for coming back here, @VASOTreas.

I'm here to help you clear things up.

Since the class is already assigned to each item, you can click the Yes button on the prompt error because it will still be saved on your sales receipt transactions.

Moreover, you have a choice to avoid this prompt error by turning off the "Warn me when a transaction isn't assigned a class" feature on the Account and Settings. Here's how:

Go to the Gear icon.
On the Your Company column, select Account and Settings.
Choose Advanced.
Scroll down to Categories, then uncheck the "Warn me when a transaction isn't assigned a class" by ticking the box beside it.
Click Save, then Done.

If you want to see transactions sales performance by class, you can read this article: Run reports by class in QuickBooks Online.

I'm delighted to have you here. Please come back if you have more questions about QuickBooks-related concerns. I'll be happy to assist. Take care, and have a good one!

View solution in original post

JamesAndrewM · ‎June 23, 2023

Welcome to the Community. I'd be happy to assist you today!

We can perform basic troubleshooting steps to see if it is a browser issue. Sometimes your search engine's cache and cookies become corrupted, causing problems when accessing websites or opening files. To begin, open your QBO account in an incognito window. It will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

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For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

VASOTreas · ‎June 23, 2023

I'm sorry, but I tried all of that and none of it worked. The private browsing window didn't work (I use Safari), but I went ahead and cleared the cookies and cache. And then rebooted the machine. All to no avail.

Carneil_C · ‎June 23, 2023

Thanks for the update, @VASOTreas. I'll add some insights to save your sales receipts seamlessly.

Beforehand, I'd like to ask if you've encountered the same error message shown in the visual reference below:

This prompt message shows when you have transactions entered that need a class. You'll want to double-check if all details entered were complete and accurate. Once verified, you can click Yes on the error message. It allows you to save the transaction.

If you don't want this error message to show, turn it off from the Accounts and Settings. Here's a visual reference for your guide:

To learn more about how and when to create sales receipts, here's an article for your guide: Create and send sales receipts in QuickBooks Online.

For future reference, you can read through this resource to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can always count on us if you have other concerns or inquiries about managing your transactions. We're always here to help.

VASOTreas · ‎June 23, 2023

You are right - that is the error message I am getting. In my initial post, I attached a picture of my sales receipt to show that I had a class everywhere. I am attaching another version of it now showing the error with the classes showing in the background. In your example you posted to me, the class is actually missing. But in mine I had classes filled in and was getting the error. Am I understanding you correctly in saying that I should just press "yes" anyway and save the transaction, even though QBO thinks that I am missing information?

I am appreciating all the prompt help people are working to give.

Bryan_M · ‎June 23, 2023

Thanks for coming back here, @VASOTreas.

I'm here to help you clear things up.

Since the class is already assigned to each item, you can click the Yes button on the prompt error because it will still be saved on your sales receipt transactions.

Moreover, you have a choice to avoid this prompt error by turning off the "Warn me when a transaction isn't assigned a class" feature on the Account and Settings. Here's how:

Go to the Gear icon.
On the Your Company column, select Account and Settings.
Choose Advanced.
Scroll down to Categories, then uncheck the "Warn me when a transaction isn't assigned a class" by ticking the box beside it.
Click Save, then Done.

If you want to see transactions sales performance by class, you can read this article: Run reports by class in QuickBooks Online.

I'm delighted to have you here. Please come back if you have more questions about QuickBooks-related concerns. I'll be happy to assist. Take care, and have a good one!

VASOTreas · ‎June 25, 2023

Thank you all. I don't know why I'm getting the error message warning me about the classes not being present - my hypothesis is that it has to do with a batched product, since it doesn't happen when the product is unbatched. But everyone is right that, as long as I do have all the classes there, it records properly when I ignore the message and accept. Thanks.

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Classes in Sales Receipts