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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
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:
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!
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?
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.
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!
I tried your suggestion. Got these results.
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.
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.
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.
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.
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?
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.
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!
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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