Hi there, @Anonymous.
Let me step in and assist you with your concern.
The class field will appear once you turn on the Use class tracking for transactions option in your Company References. That way, you can assign the class to the transaction, and not as a line item. You can follow these steps on how:
- Go to the Edit menu.
- Select Preferences.
- Choose the Accounting tab.
- Click Company Preferences.
- Put a checkmark in the Use class tracking for transactions box.
- If you want a reminder when you haven't assigned a class, select the Prompt to assign classes checkbox.
- Click the OK button.
Once done, you can view the Class field on the top of the window when you create an invoice, sales receipt, estimate, and bill.
For more detailed information about setting up classes, you can read this article: Set up and use class tracking in QuickBooks Desktop.
Additionally, you can view this article for insights on how you can filter reports by class: Filter, sort, or total reports by Class in QuickBooks Desktop.
Please know that I'm always around here in the Community to help. Keep safe, and have a wonderful day.
