QBDE - Class List

Good morning, @WanderJax. 

I appreciate you stopping by the Community! 

I can see how beneficial this could be for you. However, there isn't a way to make the Class field a required step to save or move forward on invoices or sales orders. 

I'll send your feedback over to our Product Developers so they can consider this in the near future. As a future reference, check out this guide below: 

Set up and use class tracking in QuickBooks Desktop

Feel free to reach back out if you have any other questions. Take care! 

@WanderJax  RE: My question is am I able to set a preference or rule that REQUIRES the class field to selected by the user on invoices and sales orders?

You can't require a class, but you can nag them every time they skip the field. And tell them not to ignore the nag! Then no one can say they "forgot".

To do this, set a preference. Start in QB on the menu at Edit | Preferences | Accounting | Company Preferences.  Then in the Class box, enable the option Prompt to assign classes.