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Best answer March 01, 2021
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Hello, Leo_N.
Happy to hear back from you. I'll address your questions and add details regarding how classes work on reporting. I'll also throw in another suggestion to help you handle multiple shipping addresses.
At this time, you can set QuickBooks to prompt you to enter a class in an invoice or sales receipt transaction (if you didn't enter any yet).
You can enable this in the Preferences section:
- Go to Edit, then select Preferences.
- Go to the Accounting tab, then select Company Preferences.
- Check Prompt to assign classes.
- Click OK.
Our developers might be working on a feature to pre-fill customer data (including classes).
For now, you can check out the release notes articles for the updates: Release notes for QuickBooks Desktop 2021 (other versions are found under Related Q&A).
Going back to your questions, there aren't any repercussions for using classes. Your reports will still pick up any data regardless if a transaction has a class or not.
The filter option will only exclude those transaction (with no classes) if you set it to a specific class. Here's a visual demonstration for example:
For your last question, you can still run reports that ignore classes. It's just an add-on tracking feature for transactions.
Aside from using the Class tracking feature, I do have one more suggestion to help you manage customers with multiple shipping addresses.
You can set the individual shipping addresses as a job instead. Here's how:
- Go to Customers, then select Customer Center.
- Find the main profile of your customer.
- Right-click on it, then select Add Job.
- Set the Job name as the location's name (basically anything easily identifiable).
- Under the SHIP TO field, click the + button.
- Enter the details of the shipping address.
- Click OK.
Do this until all of the shipping addresses are added in QuickBooks.
When you create an invoice, make sure you enter it under a specific job (classified as a location). Simply go to your Customer Center, right-click on a job (location) then select Create Invoices.
Another way is to select the job from the CUSTOMER:JOB drop-down menu (invoice creation screen).
For reporting, you would want to use the Name filter option to show only the open invoices under a specific location. To demonstrate that, here's a set of screenshots:
Excited to work on your QuickBooks company file? We have other articles to help you out. Browse them in our articles list page. You can also select a specific topic at the bottom of the page.
If you have more questions for QuickBooks Desktop, I'd be more than happy to answer them for you. I'm here to help you record transactions, run reports and so on.
Hello, Leo_N.
Happy to hear back from you. I'll address your questions and add details regarding how classes work on reporting. I'll also throw in another suggestion to help you handle multiple shipping addresses.
At this time, you can set QuickBooks to prompt you to enter a class in an invoice or sales receipt transaction (if you didn't enter any yet).
You can enable this in the Preferences section:
- Go to Edit, then select Preferences.
- Go to the Accounting tab, then select Company Preferences.
- Check Prompt to assign classes.
- Click OK.
Our developers might be working on a feature to pre-fill customer data (including classes).
For now, you can check out the release notes articles for the updates: Release notes for QuickBooks Desktop 2021 (other versions are found under Related Q&A).
Going back to your questions, there aren't any repercussions for using classes. Your reports will still pick up any data regardless if a transaction has a class or not.
The filter option will only exclude those transaction (with no classes) if you set it to a specific class. Here's a visual demonstration for example:
For your last question, you can still run reports that ignore classes. It's just an add-on tracking feature for transactions.
Aside from using the Class tracking feature, I do have one more suggestion to help you manage customers with multiple shipping addresses.
You can set the individual shipping addresses as a job instead. Here's how:
- Go to Customers, then select Customer Center.
- Find the main profile of your customer.
- Right-click on it, then select Add Job.
- Set the Job name as the location's name (basically anything easily identifiable).
- Under the SHIP TO field, click the + button.
- Enter the details of the shipping address.
- Click OK.
Do this until all of the shipping addresses are added in QuickBooks.
When you create an invoice, make sure you enter it under a specific job (classified as a location). Simply go to your Customer Center, right-click on a job (location) then select Create Invoices.
Another way is to select the job from the CUSTOMER:JOB drop-down menu (invoice creation screen).
For reporting, you would want to use the Name filter option to show only the open invoices under a specific location. To demonstrate that, here's a set of screenshots:
Excited to work on your QuickBooks company file? We have other articles to help you out. Browse them in our articles list page. You can also select a specific topic at the bottom of the page.
If you have more questions for QuickBooks Desktop, I'd be more than happy to answer them for you. I'm here to help you record transactions, run reports and so on.
