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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?

7 Comments
JenoP
QuickBooks Team

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.

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