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class inactive

Forum|Forum|3 years ago
January 7, 2023
1 reply
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we have many, over 2k, of classes. we use them to collect costs by property. i have been doing some house keeping and changing active classes to inactive. i thought, silly me, that this would stop me from accidentally charging an old completed class (bills, GJE, checks, etc) with any more costs as the property has stopped incurring charges - except by my data entry error. BUT making a class inactive does not prevent me from charging that class. So, what is the purpose of inactivating a class?

QuickBooks Enterprise Suite

Best answer by Mark_R

Thanks for getting back to us and clarifying your concern, @paperdodo1.

I'm here to help make sure you can stop using the inactive class when creating transactions in QuickBooks Desktop (QBDT).

I've tried inactivating a class on my sample company file, and I can no longer see the class when creating a transaction. In your case, it's possible that your company file had a data issue that's why the class still shows after inactivating it.

To get this resolved, let's run the Verify and Rebuild Utility tools. This will help us isolate data issues on your file.

To run the Verify Data utility:

Go to the File menu, then select Utilities.
Click Verify Data.
If there are issues found, you’ll be prompted to Rebuild Now.

Here’s how to run the Rebuild utility:

Go to the File menu, then select Utilities.
Choose Rebuild Data.
Click Ok on Rebuild has completed.

Once done, you shouldn't be able to see the inactive class when creating a transaction.

You may want to run and customize reports by class in QBDT. This article will guide you through the steps: Filter, sort, or total reports by Class.

Come back to this post and let me know how the troubleshooting goes, @paperdodo1. I want to make sure you're taken care of.

BigRedConsulting

Level 15

It won't appear in a pick list of classes, or on the class list - if you've hidden inactive records.

P

paperdodo1Author

i must not have made myself clear. So, i am using Quickbooks Enterprise 22 desktop

i am using classes to track property costs. usually these are 'flips' and resold within a year or less. So, I want to take those classes and no longer allow them to be used to make entries (bill, check, GJE, etc). i edited several classes as a test case (lists / class / pick a class, then right click and go to make class inactive and left click. now the class inactive).

BUT, i can still create a bill/check/GJE to that inactive class.

HOW do I stop being able to charge costs to a class???

M

Mark_R

Answer

Moderator

Thanks for getting back to us and clarifying your concern, @paperdodo1.

I'm here to help make sure you can stop using the inactive class when creating transactions in QuickBooks Desktop (QBDT).

I've tried inactivating a class on my sample company file, and I can no longer see the class when creating a transaction. In your case, it's possible that your company file had a data issue that's why the class still shows after inactivating it.

To get this resolved, let's run the Verify and Rebuild Utility tools. This will help us isolate data issues on your file.

To run the Verify Data utility:

Go to the File menu, then select Utilities.
Click Verify Data.
If there are issues found, you’ll be prompted to Rebuild Now.

Here’s how to run the Rebuild utility:

Go to the File menu, then select Utilities.
Choose Rebuild Data.
Click Ok on Rebuild has completed.

Once done, you shouldn't be able to see the inactive class when creating a transaction.

You may want to run and customize reports by class in QBDT. This article will guide you through the steps: Filter, sort, or total reports by Class.

Come back to this post and let me know how the troubleshooting goes, @paperdodo1. I want to make sure you're taken care of.

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