Classes

Thank you Mich_S! This solution worked perfectly. I just wish QBO didn't require people to waste time having to figure these things out. They never happened with QBD. 

Thanks! It worked for most of the classes I wanted to make inactive.

But there are two classes for which I keep receiving the same message "This class can't be deleted because it is used in a recurring template or scheduled liability payment."

Is there any other way to delete/or inactivate a class? 

Welcome to the QuickBooks Community, @Gabymaz.

Let's get rid of the error message so you can make the classes inactive.

You should be able to inactivate the class after deleting or removing it from the recurring transactions or scheduled liability payments. Since you're still getting the error message, let's check if the class is used in a transaction. To do so, let's run the Transaction Detail by Account report and group it by class. Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click Reports from the left menu.
3. Search for the Transaction Detail by Account report.
4. Select the reporting period you want to show.
5. In the Group by drop-down, select Class.
6. Review each transaction and click if the class you want to delete associates with it.
7. Then, change the class associated with the transaction if needed.

Once done, go back and make the class inactive again. 

If you get the same result, let's log in to your QBO account using a private browser. There are times that the browser stores frequently accessed data, thus causing QBO to act weirdly. Press this shortcut key on your keyboard to open a private browser:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

I'm adding this article to learn more about managing classes in QBO: Create and manage classes.

Should you need additional assistance making classes inactive, I'm available here to help any time! Wishing you all the best, @Gabymaz.

Thank you for your quick response. It did not work.

The classes I want to deactivate have been used in the past, I do not want to change them.

I want to keep those classes in previous year transactions, I just would like to make them inactive for this and future years.

Thank you,

I appreciate your efforts in trying some steps to get this this issue sorted out, @Gabymaz. I’ll be here to lend a hand with making a class inactive in QuickBooks Online.

First, let’s check what option have you selected when assigning a class to a transaction. If you’re using One to each row in transaction, you can change it into One to entire transaction. This way, you won’t need to track each of them.

Here’s how:

1. Go to the Gear icon and select Account and Settings.
2. Navigate to Advanced then Categories, and click the pencil icon.
3. Under the Assign classes, choose One to entire transaction.
4. Select Save then, Done.

 
Once done, you can then make the class inactive. By doing this, it will still show on your reports as long as there are transactions associated with it. I'll show you how:

1. Navigate to the Gear icon and select All Lists.
2. Tap Classes.
3. Find the class you want to inactive.
4. Select the dropdown arrow ▼ next to Run report, then Make inactive.

If the issue still persists, I'd suggest reaching out to our QuickBooks Online Support. Just make sure to check our support hours so you can contact us at a time convenient to you. This way, we can address your concern on time.

Considering that your concern might require an exchange of account information, we can’t have them posted here for safety and security purposes. They have the tools to investigate what's causing this behavior and work with our engineers to get the error fix.

Please let me know if the steps above do the trick. As always, I’d be glad to help you further with managing your class. Keep safe!