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Experienced Member

Credit Card Purchase/Charge window

When entering a new credit card charge, I would like to start using the Class field to track which employee created this charge. I would like for this then to display on our monthly report, but it does not, even though I put the class field on my report. Has anyone else dealt with this?

1 Comment
QuickBooks Team

Re: Credit Card Purchase/Charge window

Thanks for visiting the Community, @cjg608.

 

Have you enabled the class tracking feature and assigned one to all your credit card purchases/charges? If so, the data should show on the report as well.

 

Here are screenshots of the report on my end with the class column for visual reference:

 

 

 

If you're unable to see the assigned classes, it's possibly because of data damage. I recommend running the Verify and Rebuild Utility Tool to resolve the issue. 


Make sure to create a backup copy of the company file to avoid accidental data loss before performing these steps.

  1. Go to the File menu.
  2. Select Utilities, then Rebuild Data.
  3. Click OK on the QuickBooks Information window. 
  4. Follow the prompt to save a backup.
  5. Hit OK when you see Rebuild has completed.

Rebuild.PNG

 

Once done, follow the instruction above except chose verify instead of rebuild. Take a look at this article for more details: Resolve data damage. In the same link, you’ll find other data damage troubleshooting solutions for Windows.

 

Check out this article about customizing reports based on your business needs for additional reference: Customize reports in QuickBooks Desktop

 

Leave a reply in the comment section below if you have any concerns or need further assistance. I'm here ready to pop-in and help. Have a good day!

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