Adding a Class to a Sales Payment

Thanks for coming in today, @AvonDM.

I have some information about adding the class. You can edit your settings to enable class for your account. This way, you can filter your report to see the class by account.

Here's how:

1. Go to Edit at the top.
2. Select Preferences.
3. Choose the Accounting tab, then Company Preferences.
4. Under the Class section, mark the box next to Assign classes to then pick Accounts from the drop-down.
5. Click OK.

Here's how it looks like.

After changing the settings, you can now filter your quick report to add the class column. You can also include the Account column so you can easily trace your report. Just tap the Customize button at the top of the report to do it.

You can check out these guides for details.

• Set up and use class tracking in QuickBooks Desktop.

• Customize reports in QuickBooks Desktop.

If you need help with other tasks in QBDT, visit this link. It has topics with articles that'll help you with the process.

Drop a reply anytime if you still have questions or concerns with reports. I'm always here for you. Take care and stay safe.

Thanks for reverting @ShiellaGraceA 
I have classes being added to transactions already, but not payment transactions! From the attached image I can see you do not cater for adding classes to Payment transactions. Why?

My situation is that I use other software to generate invoices and take payments for those invoices.  (QB is my back office accounting solution)  My invoices post to QuickBooks immediately and I also pass in details of the classes that the invoices need to go to. I take payment for the invoices in this software too and at the end of day, I run a Cash Reconciliation procedure, to 'push' the payments to QuickBooks. The payments will match up with the respective invoices.

My issue is that payments for the invoices, which are in different classes, are required to be posted to different bank accounts (Cash , Credit Card, PayPal, AmazonPay, eBay, etc). 
All Payment transactions debit my Cash Clearing account but I have no way of seeing which class the payment relates to when I run a quick report for this account, as the payment doesn't record a class.

Is there a way the class from the invoice posting could be utilized? 

Kind regards
Denis

Thank you @AlexV 
I'll try that.

Denis

Have any changes been made to create the ability to add a class to a payment or deposit?

For Quickbooks Desktop 2019

Hello there. I'm here to give clarification your concern and guide you on how you can add classes in QuickBooks Desktop (QBDT).

There are no changes made when adding a class in QBDT. Although, you are unable to add class to your payment transactions. You can only use the class tracking for your deposit and for the following transactions:
 

• Invoice
• Sales receipt
• Estimate
• Sales order
• Statement Charges
• Refunds and credits
• Check
• Credit card charges
• Bill
• Purchase order
• Paycheck
   

Also, may I know what happen or the changes you noticed on your company file when you use the class tracking feature? That way, we can help you further.

You can refer to this article for more details: Set up and use class tracking in QuickBooks Desktop.

Furthermore, with regard to your Desktop version, it is already a discontinued product. Intuit discontinues older versions of QuickBooks Desktop to develop straightforward financial tools that help you today and grow with you tomorrow. So, your QuickBooks Desktop may be outdated that causes, why you're unable to use other features in your company file. That said, you'll need to upgrade to the latest QuickBooks Desktop version.

To learn more about the discontinuations policies, you can refer to the following articles:
 

• QuickBooks Desktop service discontinuation policy
• QuickBooks Desktop Payroll discontinuation policy
   

You can also check out the article for more information if you want to keep track of your sales and expenses reports: Customize customer, job, and sales reports in QuickBooks Desktop.

If you have any additional information or clarification with the class tracking feature, feel free to post a comment below. I'll be around. Have a good one!