Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI would like to edit a sales invoice to add a Class. The invoice transferred from an old QB Enterprise file into a new QB Enterprise file in a batch upload, as an "Opening Balance AR" invoice against an AR clearing account. However, any time I try to edit the class or make a note in the transaction, I receive a "Warning" that I "cannot add or edit a line item on an opening balance transaction."
Is there a way to bypass this error and enable this correction? I am not making any changes to any financial data with respect to dollars or accounts.
Thank you.
Hello @sc-cf,
You can only add a class to your opening balance entry as a whole transaction. This can be selected from the CLASS filed of your invoice.
But if you wish to edit the line item, you'll be prompted with an error that you're unable to edit it. Instead, you'll want to delete it and manually create each invoice to add a class.
To do so, you can delete your opening balance entry by opening it and click the Delete button. Once completed, you can go ahead and manually create each invoice.
I've got you our Income and Expense articles in case you need some ideas about handling your customer transactions.
Let me know in the comment section down below if you have any other concerns, @sc-cf. I'll be always around ready to help.
I'm having the same issue. I am changing the CLASS at the top of the invoice entry screen, not on individual lines. I'm getting the Warning: you cannot add or edit a line item on an opening balance transaction.
I don't want to have to delete and re-enter the invoice.
Hello there, @cajunsfan49.
Classes are used in separating transactions that relate to different departments or types of business. If you cannot change the class in the invoice, I advise using verify and rebuild data. This is commonly used when having an error while using QuickBooks Desktop. Please create a backup copy first of your company file before performing the steps.
Here’s how.
If the issue persists, I suggest deleting the transaction or invoice and recreate again.
To know more about class tracking in QuickBooks, you can check out this helpful blog: How to Use Class Tracking in QuickBooks.
Please keep me posted if you have other questions about items and classes. I'll be here to help in any way I can.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.