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Join nowWhy does the column not show "Team Eddie"? Every estimate is tagged with the "Team Eddie" class...
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:
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.
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??
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:
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!
Yep - that did the trick. Thank you.
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