cancel
Showing results for 
Search instead for 
Did you mean: 
SarahGray
Level 1

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

I can't seem to run a Budget Verses Actual by class anymore
8 Comments 8
Jen_D
Moderator

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

Thanks for reaching out to the QuickBooks Community for this migration concern, Sarah.

 

During the conversion, classes are also migrated. Try to check your preferences if the class feature in QuickBooks Online is enabled. Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Click the slider or box for Track classes.
  4. Check Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  5. Under Assign classes, select One to entire transaction or One to each row in transaction.*
  6. Press Save, then Done.

 

Once done, run the budget report with classes. Also, check out the following links to learn more about the migration process and what data gets converted:

 

 

Visit us again if you have other concerns about this topic. I'll be right here to help. Have a good one!

SarahGray
Level 1

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

I have gone through these steps, both with a Representative Call and alone but it has not taken care of the issue.  Is there another possibility?

Kurt_M
QuickBooks Team

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

Hello there, @SarahGray. I'll point you in the right direction for support regarding your query.

 

First off, I appreciate the amount of effort you've done so far. You can consider contacting support once again. This way, another representative can check and investigate on your account to determine what's causing this issue.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.

 

Additionally, here are some articles to help you in the future:

The Community is open 24/7 if you have other QuickBooks-related concern. Let us know by leaving a comment down below. We'll  keep an eye for your response. Keep safe!

my-answer-is-nonsense
Level 5

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

The poster is asking about the Budget Verses Actual by Class report after conversion. First of all, is this available in QBO? Come on people! Work! Don't say nonsense.

my-answer-is-nonsense
Level 5

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

@Jen_D @Kurt_M I want to hear an update on this since you made the poster do things that won't really address her concern. This can mislead other readers, too.

MarsStephanieL
QuickBooks Team

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

Hi there, @my-answer-is-nonsense.

 

There are reports that don't match when importing your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO).

 

With that said, only Profit and Loss budget types convert to QuickBooks Online. To learn more about what data does and doesn't convert to QBO, you can check this article for the details: Differences after you switch from QuickBooks Desktop to QuickBooks Online.

 

You're always welcome to post here anytime you have other concerns. Our door is always open to lend a helping hand. Stay safe.

my-answer-is-nonsense
Level 5

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

@SarahGray budget vs actuals by class is not available in qbo

 

@Jen_D @Kurt_M @MarsStephanieL if something is not available, just say so..  Sarah mentioned a specific report therefore your answer should only focus on it. Look what you've done, u made her follow complicated steps and asked her to contact support. You wasted her time with your long and nonsense answers. If you were in her shoes, what would you feel? Pissed off, right?

SarahGray
Level 1

When migrating to QB Desktop to QB Online did I lose all my departments (Classes)? This is how my budget has been set up for the past 20 years in QB.

I ALREADY HAD IT SET UP IN CLASSES!

Need to get in touch?

Contact us