Update Shipping class from Not Specified to a class

Thank you for adding a screenshot, Jay. It gives me a visual representation of your concerns.

I'm here to ensure you're able to modify the classes of the created invoices.

As of now, you'll have to update the class manually. I'll walk you through the steps. Here's how:

1. Go to Sales.
2. Choose the Invoices tab.
3. Find the invoice from the list and click it.
4. Change the Class of the invoice.
5. Click Save and close.

If you want to customize the sales form, you can check this guide: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to drop by again here in the Community if you have other questions about tracking classes in QBO. I'm here to help.

I'm using Quickbooks online, since the desktop version is being phase out, I don't have an option to assign a class to an invoice only line items?

Thank you for transitioning from one QuickBooks product to another, @Jay. You can assign one class to an entire invoice, and it'll be my pleasure to show you how.

Tagging a transaction with a class can help you easily track it. You can do this if you don’t need to track each product you sell by class. To start, let's change how you tag a class in your Settings.

Here's how:

1. Go to the Gear icon and select Account and Settings.
2. Select Advanced, then click the Categories section.
3. Press Track classes.
4. Tap the Assign classes ▼ dropdown, then select One to entire transaction.
5. Hit Save, then Done.

If you want to enter a class for each product you sell to a customer, you can switch back to One to each row in transaction anytime. You can learn more about this by reading this article: Track your transactions by class in QuickBooks Online.

Feel free to visit these resources to learn more about personalizing invoices and receiving customer payments:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Please let me know if you need further clarifications about using classes in transactions. I want to make sure everything is taken care of for you. Keep safe.

Quickbooks doesn't allow both classes assigned to line items and invoices?

I need classes assigned to line items...but this has nothing to do with my question.

Shipping field's <<<<< look at my image above, that is being set automatically,  go to setting advance and in the drop down you choose the revenue account shipping goes to, there is no other way to change its class.

From the QB API side of things the shipping field is considered a lineitem, but I cannot get it to change its class.

Thanks for following up with the Community, JayBlake.
 

If you're seeing charges show up as "Not Specified" on reports and looking for a way to classify them, you'll need to create a product/service item for shipping charges.
 

Before getting started, there's a couple things to keep in mind. In the event you're going to use a shipping charge as a Product/Service line item, leave your Shipping field blank. If you do leave the Shipping field empty, it won't appear on invoices which have been emailed or printed.
 

Here's how to assign a class to a shipping charge:
 

1. Confirm your Class Tracking preference is turned on before performing the following steps. When you check your class tracking settings, if you assign one class per transaction, there's no need to also assign a class to the Shipping service item. Your class for the transaction will also apply to that Shipping item.
2. Go to Sales, then All sales.
3. Click New transaction.
4. Choose a transaction you'd like to enter.
   
   
    
5. Pick a customer from your drop-down list, then specify a Shipping Charge from the Product/Service column.
6. Assign a Class to your charge by selecting the drop-down list of your Class column.
7. Select Save and close.

I've also included a detailed resource about assigning classes which may come in handy moving forward: Assign a class to a shipping charge
 

I'll be here to help if there's any questions. Have a lovely Friday!

Maybe your not understanding what I'm asking.

-I didn't have an Shipping account selected (Picture 2) for the month of January, so all of my shipping is coming back "Not Specified" for January only.

-I need to update these invoices "Shipping Field" class's, around 15 invoices.

-All of my  "Shipping Field" class's after I set the correct account for shipping (after January) are correct.

1. Turn on Shipping in settings (Picture 1)
2. Choose a Shipping account (this will set the category/Class and Revenue account (Picture 2)
3. Run Report "Profit and Loss by Class Report" (Picture 3)

Hi there, @JayBlake. I have another way to move the not specified amounts to the correct classes.

You may create a journal entry to record them and ask for guidance from your accountant to help you out in accounting for the correct accounts to use. This way, your records won't mess up.

To create a journal entry, here's how:

1. In the left menu, click on + New.
2. Choose Journal entry.
3. On the first line, select an account from the Account field. Enter the amount in the correct column if you need to debit or credit the account.
4. On the following line, select the other account you're moving money to or from. If you entered a debit or credit on the first line, enter the same amount in the opposite column.
5. Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
6. Select a class for each line item.
7. Enter information in the memo section, so you know why you made the journal entry.
8. Select Save and new or Save and close.

You can check out this article for additional information about this process: Create a Journal Entry in QuickBooks Online.

You can also browse these articles to learn more about managing your reports:

• Run reports by class in QuickBooks Online
• Create and manage reports
• Customize reports in QuickBooks Online

If you have other concerns with our program besides this class reporting concern, please visit us again. We are more than happy to help you out. Have a lovely day, and thanks for reaching out to us!

Account is correct? See image 1

I need to set the class for the shipping field?

Hello, Jay.

I appreciate your time in trying to make the classes work for the Shipping field. I would like to chime in and clarify the details about it. 

The Shipping field functions a little bit differently from the line items under the Product/Service column. When assigning classes, it is separate from the line items' classes.

This is true when you select One to each row in transaction in your Classes settings. With this setting, we're unable to assign the shipping class on the field itself. 

However, when you select One to entire transaction, the Class behavior changes. QuickBooks applies the specified class to all fields, including the Shipping field. We can only use a single class for this though. 

So, in order for us to assign a separate class to the shipping charges, we would need to use a service line item and add it under the Product/Service column. 

My colleague, ZackE, had already mentioned the steps. However, I would like to clarify those steps in detail for you.

Since we've already created a shipping account, let's create a service for it: 

1. Go to the Gear icon, then select Products and services.
2. Click the New button.
3. Select Service as the type.
4. In the Name box, enter something like "Shipping."
5. Under Income account, select the shipping income account you've created. 
6. Hit Save and close.

Now, we have two choices here. 

We can pull up those existing invoices and edit them. Add the shipping service we created on the line item, then assign a class.

Afterward, we would want to delete the Shipping field amount and leave it blank (to avoid redundancy and double-booking). 

Another way is to delete and recreate the invoices. Before deleting them, take note of the invoice details. 

To delete an invoice, simply open one, then click the More button. Select Delete. 

Now, let's recreate the invoice, then add the shipping service item. We can assign the shipping class afterward. 

The Profit and Loss by Class report should now reflect the assigned classes. We can also see that the shipping income is under the correct class.

After correcting the classes, do you also need to send statements for your customer's overdue balances? I'll add this guide if you need help in the future: Create and send customer statements in QuickBooks Online. 

If there's anything else you'd like me to clarify about the Class feature, let me know and I'll help you out. I'll also cover other areas and functions, such as reports, entries, and taxes. 

1. I'm applying class's to each line items not the entire invoice.
2. I'm not going to delete and recreate invoices that have already been closed.
3. If you want me to move our entire process to creating and adding shipping as a line items, why do you have a shipping field? It seems your giving me a work around or advising me not to use your Shipping field?
4.  

I can see in the API that the shipping field Invoice is consider a line item but I cannot set the class even from the API:

SalesItemLineDetail shippingsItemLineDetail = new SalesItemLineDetail
{
Qty = new decimal(1.0),
ClassRef = new ReferenceType()
{
Value = ShipMethodRef
},
ItemRef = new ReferenceType()
{
Value = "SHIPPING_ITEM_ID"
}
};

Line shippingLine = new Line
{
Description = "Shipping",
Amount = shippingCost,
AmountSpecified = true,
AnyIntuitObject = shippingsItemLineDetail,
DetailType = LineDetailTypeEnum.SalesItemLineDetail,
DetailTypeSpecified = true
};

lineList.Add(shippingLine);

Hello there, JayBlake.

We value your feedback on how the online program works, particularly the addition of a class to the Shipping field. This information will assist us in determining which areas require improvement to better meet your needs.

I recommend sending this idea (add a class to the shipping field) straight to our product engineers, so they can consider and possibly incorporate it into future enhancements. Here's how:

1. In your company, tap the Gear icon in the upper right and choose Feedback.
2. Enter your product suggestions in the field box. For example, add the customize function to the purchase order.
3. Click Next to submit.

We want to keep you up to date on what our product developers are working on, as well as the latest program news and releases. You can visit the QuickBooks Blog and Firm of the Future to view them.

Furthermore, these resources include a list of topics that will guide users on how to manage customer-related transactions:

• Invoices and payments
• Sales and customers

Feel free to visit the Community again if you have other customer and sales-related concerns. I'd be delighted to assist you further. Have a good one.