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R_ZAP
Level 1

Include Class in Reports

I saw that there is a field in the Reconciliation Report that is noted as "Class". Yet, when I preview the report although it shows up in the Column Heading it does not fill in the "Class" that I filled in the transactions.  The only thing I can think of that there is another field that is being called CLASS that is different from that noted under Lists in drop down menu noted a "Class List".

Can you clarify?  - I am using QB Desktop 2020

9 Comments 9
Kristine Mae
Moderator

Include Class in Reports

I've replicated your concern, and the class is shown in the reconciliation report, R_ZAP. Let me help you sort it out.

 

Some transactions have one or two class fields. For example, a check has two class fields. The report will recognize the class you selected for the entire transaction, not for each line item. You can refer to my screenshots.

 

 

 

 

However, if you've added the classes correctly and you're still unable to see them in the report, it can be caused by corrupted file. Let's run the Verify/Rebuild utility to detect the data damage. Here's how:

  1. Click File.
  2. Go to Utilities, then choose Verify Data.
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity," the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the back up is finished.
  5. Click OK when you get the message "Rebuild has completed."
  6. Run Verify Data again to check for remaining data damage.

If you're still encountering the same issue after trying the verify/rebuild tool, you can use the QuickBooks File Doctor to fix your company file. 

 

You can always keep us updated after trying the steps. We're just around to help you. Keep safe!

R_ZAP
Level 1

Include Class in Reports

Christine,

Thanks for your reply!  It was very helpful for you to provide a screenshot.  What is different from my screen is that I don't have the Class drop down fill in within the check/credit card transaction form.  I do not know how to add that information that you show in your screen shot that you show in a red rectangle. 

 

I have been adding the the Class within the itemization but how do you add a "Class" to the transaction?

Catherine_B
QuickBooks Team

Include Class in Reports

Thanks for keeping us posted, R_ZAP.

 

Aside from performing verifying and rebuilding your data, let's troubleshoot your class tracking setup. To start with, let's update your QuickBooks Desktop to its latest release. Then, follow these steps to check your class tracking preferences. 

 

  1. Go to the Edit menu and click Preferences
  2. Click Accounting and select the Company Preferences tab.
  3. Uncheck the Use class tracking for transactions box.  Click OK
  4. Open the Check window to see if the Class option is not showing. 
  5. Then, go back to your class tacking preferences and check the Use class tracking for transactions box and how you want to assign them. 
  6. Click OK.

After toggling, you can open the Write Checks window again to see if you already have the Class drop-down in the header section as shown in the first screenshot my colleague provided. 

 

If the same thing happens, I'd suggest reaching our to our Phone Support Team so they can further investigate the root cause of the issue. You can click here to view our support hours and types. 

 

Let me know if there's anything else that you need help with. Yo utake care and have a great day!

R_ZAP
Level 1

Include Class in Reports

I tried your suggestion.  Got these results.

QB Check screen shot.JPG

 

 

 

 

 

Only add Class in Item section and not in check.  I just got this new version of QBs so unless you have another suggestion, I will need to call.

R_ZAP
Level 1

Include Class in Reports

I have not gotten any resolution.  After talking to QB phone support, this feature that allows CLASS on each transaction that was shown by responses by QB employees on this site does not exist on QB Desktop Pro but only on the Enterprise version.  That took way over an hour being on line to get this conclusion.  Quite misleading that you have an option to have CLASS to print on a report but that it is not possible.

ShiellaGraceA
QuickBooks Team

Include Class in Reports

Thanks for getting back to us, @R_ZAP.

 

Your QuickBooks version still allows you to track class for transactions. I can see from your attached screenshot above you have a class column from the far right of your screen. You can use that portion to add the class for that transaction. Let me walk you through how.

 

  1. Go to Banking at the top, then select Write Checks.
  2. Enter the your check details. Then, tick the Expenses tab.
  3. Add in the information, then choose the class for this transaction from the Class column.
  4. Click Save & Close.

After writing a check, go back to pulling up a report and then add the class column. I have added some screenshots for you.

 

In case you need help with filtering the report, check out this link to go to our general report topics.

 

Please get to me if you have other questions or concerns. I'll be happy to answer them for you. Stay safe.

R_ZAP
Level 1

Include Class in Reports

Followed your instructions precisely and it worked for that specific report!  

 

I originally tried it on the Reconciliation Report - it did NOT print the CLASS after selecting it even though I entered it in the transaction per your instructions.  I noticed also that for that same report, the MEMO will not print as well unless that is in the body of the Check and not in the same field below where the CLASS is listed.  Is there a way you can print the CLASS in the Reconciliation Report?

JamesDuanT
Moderator

Include Class in Reports

Hello there, R_ZAP.

 

When pulling up the Reconciliation Report, the Class is not part of the default columns. Hence, we'll need to add it manually by customizing the report.

  1. Click Reports at the top menu and select Banking > Previous Reconciliation.
  2. Select the Account and the Statement Ending Date.
  3. Select Detail as the Type of Report and click Display.
  4. Click the Customize Report button.
  5. Select the Display tab and go to the COLUMNS section.
  6. Mark the Class column and click OK.
  7. Print the report.

Note that the assigned class will display if you entered it in the CLASS column of the transaction instead of the CLASS field.

 

Give this a go and let me know how this goes. Have a great day!

KSpen
Level 1

Include Class in Reports

I'm using Desktop Pro Plus. I got it to work by going to "Customize Reports" > "Filters" > Under "Account" select "Include Split Details."

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