Quickbooks 2016 Desktop

Hello there, Smerling.

The class data that'll be displayed on the Transaction Detail report will depend on how you set up your company preferences. You have the option to assign a class to Accounts, Items, and Names in QuickBooks Desktop (QBDT). With this, let's check your class tracking preferences.

1. Go to the Edit menu.
2. Choose Preferences.
3. Select Accounting from the left menu.
4. Go to the Company Preferences tab.
5. Under the CLASS section, select Use class tracking for transaction.
6. Check the box beside Assign classes to, and then select options (Accounts, Item, or Names) you'll be assigning class into your reports.

To learn more about this, you can refer to this article: How to use class tracking in QuickBooks. 

Also, here's an article that'll further guide you in filtering and sorting class transactions through reports by class in QBDT: Categorize data by class.

You can always drop a reply whenever help is needed.

Thank you for your prompt response.  The problem is that item 6 in your instructions is not available.  I do not see an "Assign Classes" checkbox in Accounting > Company Preferences.  To reiterate I have Quickbooks 2016 Desktop.  What am I missing?

Thank you for your prompt response.  The problem is that item 6 in your instructions to fix the problem is not present.  I do not see an "Assign Classes" checkbox in Accounting > Company Preferences.  To reiterate, I have Quickbooks Pro 2016 Desktop.  What am I missing?

@Smerling 

Are you using QB Desktop 2016 US Pro edition?

Yes.

As I recall, the class tracking feature is only available in QBD 2016 Premier and Enterprise.

If that is the case, how do I fix this problem in Quickbooks 2016 Pro?  The problem only started recently.  Before I was able to create reports including a filter for Class.  Now I can't.  The Class filter appears inoperable for new reports.  The Class filter does work for existing reports.

Hello, Smerling.  

I have a couple of solutions to help us fix the problem. 

A data integrity issue can cause data damage to your company file. We can use the Verify and Rebuild utility to fix the issue. Before doing the Verify rebuild, as an initial step, updating the QuickBooks Desktop release version is a good start when it comes to fixing issues you've encountered. 

But before upgrading to a newer QB version, check your computer and make sure it meets the system requirements. This will ensure the application is compatible with your setup and will help avoid problems when installing it. Check out this article for detailed information: System requirements for QuickBooks Desktop 2022.

If the device is compatible, create a backup of the company file to keep a copy of your transactions. Let me help and guide you through the steps. 

1. Tap the File menu to choose Back Up Company and Create Local Backup.
2. Tick the radio button for Local Backup and hit the Options button.
3. In the Tell us where to save your backup copies field, select Browse and pick the location where you wish to keep the copy.
4. Hit OK.
5. Follow the instructions on how to finish the backup process.

Another solution is to run and use QuickBooks Tool Hub and then QuickBooks File Doctor to resolve the issue. This program is a collection of tools that can help resolve major issues that a user might face while working on the QuickBooks Desktop. For the best experience, we recommend using this on Windows 10, 64-bit. Please follow the steps in this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.  

Additionally, to learn more about personalizing your reports, please see this article: Customize reports in QuickBooks Desktop.  

Fill me in if you have any questions about reports. Don't forget, we're always right here to give the best assistance so we can help you.

Thank you for the lengthy reply.  I already did all the things you mentioned, and out of abundance of caution did them all again, i.e.  Verify Data, Rebuild Data, Tool Hub and File Doctor.  No problems were identified, and the problem persists.

I have Quickbooks 2016 Pro Desktop installed on three computers, and I have the same problem on all three computers, making me think the problem is my data file, not the program itself.  However, I wonder if a reinstall might fix the problem.

I welcome any other ideas.

Hi there,Smerling. 

Thank you for giving information about your concern and for following the steps recommended by my colleague above. Please note that this option is only available in QuickBooks Desktop Enterprise. 

Since the issue persists, I recommend reaching out to our technical support team. This way, they can further investigate why cannot access "Class" when attempting to create a report in QuickBooks. They also use specific tools to do a screen share to check your setup. 

Here's how to reach them: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

Also, personalizing your report in QuickBooks is a breeze. For the detailed guide, please see this link: Customize customer, job, and sales reports in QuickBooks Desktop. 

In case you need additional assistance in managing your classes in QuickBooks, please get back on this thread. I'm always here to help.

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@Smerling wrote:

I welcome any other ideas.

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@Smerling 

Open the sample file on QBD 2016. Are you able to use the class tracking feature?

Interesting.  I was able to access "Class" in a sample file report, telling me the Class filter works in the program, itself.  So the problem appears to be my data file.  Am I on the right track?  I still welcome any other ideas or suggestions.

How big is your file size? Create a backup file and restore it with a new file name. 

Hi, Smerling.

Since the recommended steps above didn't work, I'd recommend reaching out to our QuickBooks Support to have this investigated. All data-related concerns need to be directed to our phone support for security purposes.

Unlike in this public forum, they have the tools required to create a ticket in the system whenever necessary on your behalf.

To ensure we address your concern on time, check out our support hours. Here's how to get in touch or chat with us:

1. Go to https://quickbooks.intuit.com/learn-support/en-us/contact.
   
2. Choose your QuickBooks Product.
3. Select your QuickBooks version.
4. Give a brief description of your issue and click Continue.
   
5. Then choose a way to connect.
   

To know more about how class tracking works in QuickBooks Desktop, check out the following article: Set up and use class tracking in QuickBooks Desktop. In the same link, we can find sample classes by industry.

If there's anything else you need, please let me know. I want to make sure you can enjoy the class tracking feature, Smerling. Have a good one.