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Gambit
Level 2

Class Tracking

Why does the column not show "Team Eddie"? Every estimate is tagged with the "Team Eddie" class...Screen Shot 2021-03-01 at 3.08.58 PM.png

4 Comments 4
Mark_R
QuickBooks Team

Class Tracking

Hi there, @Gambit.

 

As I noticed on your screenshot as well as on my sample file, the class column on the Customers & Jobs window would only show classes once the Job status is completed. You'll want to run and customize the Estimates by Job report to view the estimate transactions with associated classes. Here's how:

 

  1. Go to the Reports menu and select Jobs, Time and Mileage, then choose Estimates by Job.
  2. Click the Customize Report button.
  3. In the Display window, search and select Class from the Columns section.
  4. Hit OK. This will show you all estimate transactions with their associated classes by Job.

1.PNG

I'm adding this article to learn more about customizing reports: Customize reports in QuickBooks Desktop.

 

Just in case you want to learn more about tracking the expenses for a job and comparing those expenses to your revenue, feel free to check out this article: Tracking job costs in QuickBooks Desktop.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

Gambit
Level 2

Class Tracking

Perhaps...so I went an updated a couple jobs to "completed" and the class still does not populate. 

 

However - the customized report does show correctly but that doesn't solve my initial problem.

 

Thoughts??Screen Shot 2021-03-02 at 12.53.22 PM.png

Jen_D
Moderator

Class Tracking

Thanks for posting here, @Gambit,

 

I'd like to share some insights about assigning classes on customer names. Normally, when your class preference is set to be assigned for name lists, the class has to be added on the customer profile. See the following screenshots:


 

 

 

If the class is not embedded to the customer profile, it will remain blank under the Class column. This is even when you assign the class to their respective sales transactions. 

 

Don't worry, I have the steps to help you populate the Class info without opening the customer profile one by one. Here's how to do that:

 

  1. Click the Customers menu then Customer Center.
  2. Right-click on the Class header to reveal the options.
  3. Select Add Edit Multiple Customer: Jobs.
  4. Click the Customize Columns option at the top.
  5. Scroll-down and click on Class then press Add. Tap OK after.
  6. Find the customer with the blank Class information. Click the field for class in line with the customer to pick the correct one.
  7. Use the Copy Down option if multiple customers will use the same classification. Do this by right-clicking the field with the class to copy.
  8. When you're done, click the Save Changes button at the bottom.

 

I'm adding some Community links that highlights the processes in this post:

 

 

Let me know if you have any questions or clarifications with the steps. I'll be right here to help you anytime. Have a nice day!

Gambit
Level 2

Class Tracking

Yep - that did the trick. Thank you.

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