Implementing Classes .....??? ASAP please.

Hmmm .... I think I answered my own question once I sat and thought through step-by-step the process of what I would do when receiving invoices from vendors ... if each line on an invoice could have a different Class, then that would mean I am assigning classes to accounts. 

So if I do a GJE to correct a previous entry that had a class assigned to it, will the JE allow the entry of a class? 

Thank you for the detailed information, Deadwood Al. I'll answer your question regarding assigning classes.

If you want to assign a class to each event and its corresponding entry or transaction, you can assign the class directly to the transaction or assign a class to each line of your transaction. To do this, please check the boxes for Use class tracking and Prompt to assign classes.  

Here's how:

1. Go to the Edit menu, then choose Preferences.
2. Find the Accounting option, then navigate to the Company Preferences tab.
3. From the Class section, tick the Use class tracking classes.
4. (Optional) Tick the Prompt to assign a class checkbox.
5. Click OK.

Here's a screenshot for more visual reference:

After doing this, you can create a new Class List to assign a specific class to the transaction. You can refer to this screenshot to see how you can add a class to a transaction:

If you want to ensure what class to assign, I suggest contacting your accountant for advice or guidance.

To learn more about the steps above, refer to this article: Set up and use class tracking in QuickBooks Desktop.

In case you'd also like to keep track of your payroll expenses, here's an article that you can use as your future reference: Set up and track your payroll expenses by class.

You're always welcome to ask us whenever you have further questions, Deadwood Al. Please feel free to share your concerns with us.

to IrizA ..... you said ...

"If you want to assign a class to each event and its corresponding entry or transaction, you should assign the class directly to the transaction. To do this, please check the boxes for Use class tracking and Prompt to assign classes. You can also assign a class to each line of your transaction. 

Here's how:

Go to the Edit menu, then choose Preferences.
Find the Accounting option, then navigate to the Company Preferences tab.
From the Class section, tick the Use class tracking classes.
(Optional) Tick the Prompt to assign a class checkbox.
Click OK. 

After doing this, you can create a new Class List to assign a specific class to the transaction. " 

Nowhere in your response did you directly answer the question related to the only three options I was given: Account, Item, Name. ????  I haven't seen anything that gave "Transaction" as an option to assign Class to. Are you responding as if I had QBO instead of Enterprise?

This is an excellent example of how many responses from the QB TEAM raise more questions without a direct answer.

If I am completely missing something along the way, please help enlighten me.

The first response I read did not display the screenshots you included. After I sent my reply, I saw the screenshots, and I still have a question: 

* What is "class 25" that is in the header of the invoice? Is 25 the class and "remodel" is a sub-class of 25?

* What option was taken in this example? It appears that "account" is greyed out, so does that mean account is the choice I should be taking?

* I have been able to find no documentation that explains the options allowed and what those options really mean or what they restrict the user to. It would really be helpful if user documentation was throrough and easy to find ... it seems that the creator of the documentation uses different search words than users actually search for.

* In the info I've seen to modify the templates to allow for Class to be entered, I haven't seen any that I recall that showed Class in the upper portion of the form ... it's always been in the body of the document. ???

Another question:  If (in your example), class 25 was applied to the entire transaction and there were multiple lines in the body of the bill, which some of the lines assigned to other classes, what would the system do with that?  Which choice wins if the heading class and the detail line classes are different? Would the system allow that to happen, or is there a double check so that all the header and the detail classes must match?

Allow me to clarify everything so you can smoothly assign classes to your transactions and items accordingly, Deadwood.

The procedures provided by my colleague are for QuickBooks Desktop Enterprise. Instead of Assigning classes to Names, Accounts, or Items, you can leave this option unchecked when enabling the Use class tracking for transactions feature:

As shown on the visual reference I've shared, the dropdown field beside the Assign classes to option greys out when disabled. Despite that, you can still generate classes for each event and apply them directly to your transactions.

Furthermore, the Class 25 you've seen from the previous reply's screenshot is just a sample class name.

On the other hand, if you have multiple items with different designated classes, you can add the Class to each item line instead of the whole transaction. The system will allow you to use one per transaction or item line.

You can utilize the Class field on the transaction page's Header if all your items belong to a single class category:

For multiple items with different classes, use the Class column for each line item individually:

Still, it's advisable to seek guidance from an accounting professional to ensure you've recorded these entries accordingly in QuickBooks.

Additionally, the Class field is shown differently on each transaction type. It's visible in the Header and the Items/Expenses column of the Bill page. Also, its template can't be directly modified, unlike the following forms below:

• Invoice
• Sales Receipt
• Estimate
• Statement
• Purchase Order
• Credit Memo
• Payment Receipt
• Bill Payment
• Sales Order
• Build Assembly

Finally, you can track your transactions assigned to classes by running class-related reports. For more information, check out this article: Filter, sort, or total your reports by Class.

If you have other questions about class tracking in the software, hit the Reply button. Rest assured, we'll provide prompt assistance.