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DMansfield
Level 1

How to enter a class on a credit card charge

I have Quickbooks Desktop Mac 2020, v 19.0.7 R8. I want to add a class to some of my credit card transactions but can't find a way to do that. Is it possible?

12 Comments 12
JenoP
Moderator

How to enter a class on a credit card charge

Hi there, DMansfield.

 

The area to add a class to transactions in QuickBooks Desktop for Mac is located beside the name of the payee, vendor, or customer. You can also go to Page 126 of this guide for more details: https://qblittlesquare.com/wp-content/uploads/2020/02/QuickBooks-for-Mac-2020-2002-copy.pdf. 

 

Here's another article for additional guidance: Use Classes to Categorize Your Data.

 

I would also recommend reaching out to Chat Support Team for QuickBooks for Mac if you can't still see the option. Go to this link to reach out to them: Contact Us

 

The Community is always here if you have follow-up questions. I'd be glad to jump right back and help you again. 

DMansfield
Level 1

How to enter a class on a credit card charge

Thank you. I know I can add classes to invoices, as it says in the manual, but I want to add them directly to credit card charges. I can add them to bank account charges by using the detail window, but the detail window for credit card charges doesn't have a "class" field.

JasroV
QuickBooks Team

How to enter a class on a credit card charge

Thanks for getting back to us, @DMansfield.

 

I can share with you some insights on how to add a class field to your credit charges. Let’s ensure to set up a class category for your expenses and accounts. This way, you’ll be able to add a class field to your credit charges. Let me guide you how.

 

  1. Go to the Lists menu in your QuickBooks Desktop (QBDT) for Mac.
  2. Select Classes.
  3. Click the plus + icon to create a new class.
  4. Enter your preferred class name, then select OK to create a class.

 

You can also check this article for more details about setting up classes: Set up and use class tracking in QuickBooks Desktop.

 

If you're still unable to view the class field in your credit card charges, I recommend running the Verify Rebuild tool. This scans your company file for issues and fixes them right away.

 

Additionally, you can also visit this article to learn some best practices in managing your QBDT efficiently: QuickBooks for Mac 2020 User’s Guide.

 

Let me know if you need further assistance managing your classes or accounts. I’ll be around ready to back you up. Have a great weekend and stay safe!

DMansfield
Level 1

How to enter a class on a credit card charge

Thank you. I read the material you linked to, and discovered what the problem was. In the  "Enter Credit Card Charges" window the "class" field was obscured beyond the border of the window. When I shrank the other fields, it appeared. As I see it, this is a bug. When a field is obscured is this way, there should be a scroll bar.

BettyJaneB
QuickBooks Team

How to enter a class on a credit card charge

I appreciate the update that you gave, @DMansfield.

 

I'd like to ensure that you can enter credit card charges on your transactions in the system.

 

You should be able to add credit card charges from the class field in QuickBooks Desktop for Mac. To get this matter sorted out, I recommend performing the verify and rebuild process that was shared by my peer above. This can help us identify if the problem was caused by damaged data on your file.

 

However, if the problem continues after doing it, I'd suggest reaching out to our Customer Care Team. They have the necessary tools that can help investigate the root cause of this issue and apply a fix.

 

To reach them, you can visit this site: Here's how to connect with a QuickBooks expert. Know that our support hours are from 6 AM-6 PM (PDT) from Monday-Friday.

 

Let me know if you have any other questions. I'll be around to assist you further. Take care!

DMansfield
Level 1

How to enter a class on a credit card charge

Actually there was no problem with the "class" field in the credit card detail window. The problem was that it was hidden by the field border. That is a bug. If the fields extend beyond the border, there should be a scroll bar.

DMansfield
Level 1

How to enter a class on a credit card charge

I'd click "accepted as solution" if one of you folks that work for Quickbooks would pass on the bug to the development team.

T Sloop
Level 1

How to enter a class on a credit card charge

Which "class" code options should I choose on the Credit Card Purchase/Charge screen?  Do we use the one just under "purchased from" or the one in the expense detail bottom portion of the entry?  So confusing.

 

SarahannC
Moderator

How to enter a class on a credit card charge

Thanks for joining here, @T Sloop. I'd like to share some information about choosing a class.

 

The class can be seen in the line item as a column. I've tried this on my end and didn't see a class option in those fields. Since you're referring to Purchased from and the bottom part of the entry, I'd like to see and verify those areas. Can you share a screenshot with me? I'd highly appreciate it. This helps me determine and provide the correct information and solution to your concern.

 

For now, I cannot tell which class code and where to choose a class when recording credit card charges within your company file. It depends on how you want it to affect your data and reports.

 

Please feel free to visit this article for guides about class and other things to do in QuickBooks: QuickBooks Desktop Guide. We can press Ctrl to find a specific topic by entering a keyword.

 

Please let me know if you have more concerns about recording transactions and classes in QBDT. I always got your back.

T Sloop
Level 1

How to enter a class on a credit card charge

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T Sloop
Level 1

How to enter a class on a credit card charge

I sent the screenshot via email and via post.  You've totally missed the point and the question.  Please see the Class code circled in red and the class code marked yellow.  Which tool/option should we use to class our expenses.  I do not need help in choosing class codes or creating one.  I am asking a simple question.  Which option is best to use?.

TirzahC
QuickBooks Team

How to enter a class on a credit card charge

Thanks for getting back to us and adding a screenshot, T Sloop. It helps me clarify which option is best to use.

 

Based on the screenshot, the upper class drop-down list is intended to classify the transaction as a whole. That's why , this will show in the transaction list report.

 

On the other hand, the Class code marked as yellow will only classify line items that means you have the option to select class in each line items.

 

With regards to this, we would recommend seeking advice from your accountant.

 

I'd also like to share this article that is related to running reports in case you might need them in the future: Customize Reports In QuickBooks Desktop

 

If you have any other questions about choosing a class, please let me know by leaving any comments below. I'll be here to lend a hand.

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