How can I delete a Class that is not used? (Quickbooks Desktop for Mac)

LVT · ‎April 09, 2019

I am trying to delete a Class that is not used, verified by going to "P&L by Class" and filtering for the Class. However, when I try to delete this, I get an error report "This Class is used in Transactions. It cannot be deleted." I do not want it just inactive because it is distracting and confusing to have it in the list.

Alessandra_B · ‎April 10, 2019

Hey there, @LVT.

Let's pull up some report to make sure that your classes aren't assigned to anything.

There are multiple places where you can assign classes. These include your accounts, items, transactions, and names. You'll need to pull up several reports to make sure that your classes aren't used in any of these.

First, let's pull up your Item Listing report. Here's how:

Click on Reports from the menu bar.
Hover your mouse on List, and select Item Listing.
Click on Customize Report.
In the Columns box, select class.
Click on the Filter tab.
In the Choose Filter box, click on Class, and select the unused class.
Click on OK.

Next, you need to pull up your Customer, Vendor and Employee Contact List. This way you'd know if you've assigned classes to them. You may follow these steps.

Click on Reports from the menu bar.
Hover your mouse on List.
Choose Customer Contact List, Vendor Contact List, and Employee Contact List one at a time.
Click on Customize Report.
In the Columns box, select class.
Click on the Filter tab.
In the Choose Filter box, click on Class, and select the unused class.
Click on OK.

Lastly, you need to pull up your Chart of Accounts list to know that the unused class is not used in any of them. Here's how:

Click on Lists from the menu bar.
Click on Chart of Accounts.
Right click on the page, and click on Customize Columns.
From the Available Columns box, click on Class.
Click on Add.
Click on OK.

Once you've verified that the class is not used in any of these and still unable to delete it, you can run the Verify and Rebuild Data utilities.

To Verify Data:
1. Click on File from the menu bar.
2. Hover your mouse on Utilities.
3. Click on Verify Data.
4. If you see QuickBooks detected no problem with your data, select OK.
5. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors.
To Rebuild Data:
1. Click on File from the menu bar.
2. Hover your mouse on Utilities.
3. Click on Rebuild Data.
4. On the QuickBooks Information window, select OK. Note that as long as the cursor is moving while displaying QuickBooks not responding, the rebuild is still ongoing.
5. Select OK when you see Rebuild has completed.

Once done, you can delete your unused class again from your class list.

Feel free to read this article for more information: Resolve Data Damage on Your Company File.

Please know that I'm only a post away if you have any other question. I'd be glad to help.

View solution in original post

Adrian_A · ‎April 09, 2019

Hi LVT,

You'll have to reclassify the transactions before QuickBooks can remove the unused class. I have here a handy article that you can used as your guide. Assign, categorize, edit, and add your downloaded banking transactions.

I'll be around if you have further concerns. Have a good day!

LVT · ‎April 10, 2019

Thanks for the suggestion. However, when I search for the transaction using that class, I can't find one. There are no transactions, but an error message comes up saying there are. Kind of an infinite loop... which is what made me post for suggestions.

LVT · ‎April 10, 2019

Thanks for your suggestion. The problem is that the class is NOT used... verified by thorough searching using lists and filters. Still, the error message prevents me from deleting the class. A conundrum.

Alessandra_B · ‎April 10, 2019

Hey there, @LVT.

Let's pull up some report to make sure that your classes aren't assigned to anything.

There are multiple places where you can assign classes. These include your accounts, items, transactions, and names. You'll need to pull up several reports to make sure that your classes aren't used in any of these.

First, let's pull up your Item Listing report. Here's how:

Click on Reports from the menu bar.
Hover your mouse on List, and select Item Listing.
Click on Customize Report.
In the Columns box, select class.
Click on the Filter tab.
In the Choose Filter box, click on Class, and select the unused class.
Click on OK.

Next, you need to pull up your Customer, Vendor and Employee Contact List. This way you'd know if you've assigned classes to them. You may follow these steps.

Click on Reports from the menu bar.
Hover your mouse on List.
Choose Customer Contact List, Vendor Contact List, and Employee Contact List one at a time.
Click on Customize Report.
In the Columns box, select class.
Click on the Filter tab.
In the Choose Filter box, click on Class, and select the unused class.
Click on OK.

Lastly, you need to pull up your Chart of Accounts list to know that the unused class is not used in any of them. Here's how:

Click on Lists from the menu bar.
Click on Chart of Accounts.
Right click on the page, and click on Customize Columns.
From the Available Columns box, click on Class.
Click on Add.
Click on OK.

Once you've verified that the class is not used in any of these and still unable to delete it, you can run the Verify and Rebuild Data utilities.

To Verify Data:
1. Click on File from the menu bar.
2. Hover your mouse on Utilities.
3. Click on Verify Data.
4. If you see QuickBooks detected no problem with your data, select OK.
5. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors.
To Rebuild Data:
1. Click on File from the menu bar.
2. Hover your mouse on Utilities.
3. Click on Rebuild Data.
4. On the QuickBooks Information window, select OK. Note that as long as the cursor is moving while displaying QuickBooks not responding, the rebuild is still ongoing.
5. Select OK when you see Rebuild has completed.

Once done, you can delete your unused class again from your class list.

Feel free to read this article for more information: Resolve Data Damage on Your Company File.

Please know that I'm only a post away if you have any other question. I'd be glad to help.

LVT · ‎April 11, 2019

Rebuilding the data did the trick. Thank you!

MaryLandT · ‎April 11, 2019

Glad to hear rebuilding your data resolve the issue,@LVT.

We always strive to provide the solution and make sure everything works on your end.

Please visit this page for other related topics about QuickBooks for Mac. This includes guides and latest news about the software: https://qblittlesquare.com/.

Should you need there's anything I can help you with QuickBooks, please let me know by leaving a comment below. I'm always glad to help.

Take care and have a wonderful day ahead.

unaiskpb · ‎March 06, 2020

Im using Quick Book 2016 Premium Professional Service Edition.

I need to remove 3 defaults columns from "Make General Journal Entries-Window".

How to remove these Name,Class& Billable Columns from the window of "Make General Journal Entries"

Any can assist me please

RaymondJayO · ‎March 07, 2020

I've got the details you need about removing the three columns in the Make General Journal Entries window, @unaiskpb.

Currently, we're able to remove the Class column by turning off the class tracking feature in the preferences. Please take note it will also remove this column on the other transactions, such as invoices. Here's how:

Go to Edit from the top menu.
Select Preferences.
Choose Accounting from the left panel.
Go to the Company Preferences tab.
Uncheck the Use class tracking for transactions box.
Click OK.

The screenshot below shows you the last four steps.

For the Name and Billable columns, there isn't a way to remove them in the program. With this, I'll directly submit your request to our product developers. They can consider your preference for future updates.

As always, you can run the Transaction Journal report in the software. This lets you view the debits and credits for each transaction and its account details. Just go to Reports from the top menu. Then, select this report as seen in the screenshot below. For more details, visit this article: Transaction Journal Report.

I'm just a post away if you need anything else. Have a good day, @unaiskpb.

John L3 · ‎April 01, 2020

Im having a similar issue....

I set up a class and downloaded some transaction. Then I realized I didn't need to put these transactions in QB as they aren't related to my business. So, I deleted the bank account associated with it. However, the transactions are still there as well as the class. I accessed the list of classes and its not listed... Even under inactive. I just need to remove the class and all transactions listed in it

BettyJaneB · ‎April 02, 2020

Thanks for joining us here in the Community, @John L3.

I've got some steps to share on how you can remove transactions that are associated on the deleted bank account.

Inactivating the bank account before removing the transactions attached to it can be the reason that they're no longer showing on the list. To eliminate those entries that were not part of your business, you may open them from the bank register and do the deletion from there.

Here's how:

Go to Lists at the top menu, then select Chart of Accounts.
Click on the drop-down arrow beside Account at the bottom.
Choose Show Inactive Accounts to show the account that you've deleted.
Double-click the account to show the transactions.
Tick the transaction and manually delete them.
Select Save & Close.

I'm also adding here some resources about deleting account and transactions in QuickBooks Desktop for reference:

I'll be around to assist you if you have any other concerns. Just let me know by dropping a reply below. Take care!

plattj · ‎May 06, 2020

I cannot delete an unused class even though I have searched and rebuilt data.

I have Quickbooks Desktop Pro 2019

The only list that has the column Class is the Employee Listing

These do not have Class so you cannot search or view it - your directions are dated I suppose.

Item Listing
Customer Listing
Vendor Listing
Chart of Accounts

Pabz_L · ‎May 06, 2020

Hello, @plattj.

Since you already performed the troubleshooting steps given by my colleague, I suggest getting in touch with our Phone Support Team. They have the proper tools to check your account and perform advanced troubleshooting to resolve this issue.

To reach them, here’s how.

Click on Help and choose QuickBooks Desktop Help.
Select Contact us at the bottom.
Enter a summary of the scenario in the description field.
Click Continue.
We’ll provide you a few support options. Select which one is best for you.

Support hours:

For QuickBooks Pro, Premier, and Plus, their schedule is 6:00 AM-6:00 PM PT Monday-Friday and 6:00 AM-3:00 PM PT on Saturdays.

I’ll be leaving you this help article if you have any other issues.

Please let me know if you have other questions. Have a nice day!

Topics

Training

Community

Resources

How can I delete a Class that is not used? (Quickbooks Desktop for Mac)