Solved: Class field is blank, but it isn't

Rgrinberger · ‎November 09, 2022

I found two ways to work around this. In my case I was trying to get report of credit card account transactions with class:

1. You can run a report in 2 parts: Open find and choose the following filters:

Account: AmEx 71000 include split detail yes

Date filter if needed

Detail level all except summary

Click find and then report. This report will include all credit card charge transactions but will not include check payments to the credit card. Also, because you are only seeing the split of each transaction, the debits and credits are reversed.

Change filter on find to include split detail no

Click find and then report. This report will show all check payments to the credit card. You can combine these two report to get all activity on the card

2. If you run the balance sheet by class report, you can look for this credit card account and see a balance of all transactions for each class. If you double click you can see all the transactions for each class.

DPeronteau · ‎February 27, 2023

Hello,

I tried using your suggestions above. Your step 6 in your diagram does NOT present itself on my version of QB Desktop

I use QuickBooks Desktop for Accountants version 2022. i

i am having the same issue. My client wants me to supply them a report and the Transation Report would work except for this nagging issue of not showing the class data even though i have entered all the class data for EVERY transaction processed.

Any help on this matter would be helpful.

Thank you,

[Removed]

[email address removed]

[Removed]

Nicole_N · ‎February 27, 2023

Hi there, DPeronteau . Thanks for joining the thread.

I know how important it is to run the Transaction Detail report that shows a class in QuickBooks Desktop (QBDT). Have you tried doing some basic troubleshooting? If not yet, then I'd recommend using the Verify Data feature to see if anything needs to be rebuilt since your classes for income transactions aren't showing up.

Here's how:

Choose Window, then Close All.
In your top menu bar, go to File.
Click Utilities.
Select Verify Data.

For more information about the process, check out this article: Verify and Rebuild Data in QuickBooks Desktop.

In the meantime, you can export your reports out of QuickBooks to edit your data and add the class field. I've attached an article that details the process: Export reports as Excel workbooks in QuickBooks Desktop.

Everything you need to about how class tracking works in QBDT can be found in the following articles:

Don't hesitate to leave a reply if there's anything I can help you with when managing reports. Have a great day ahead.

Rgrinberger · ‎February 28, 2023

Which step are you referring to?

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Class field is blank, but it isn't

Class field is blank, but it isn't

Class field is blank, but it isn't

Class field is blank, but it isn't

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