Changes to Class on a Sales Receipt do not reflect on Reports

Legacy KB ID: 4823

Question

Why when I edit a Sales Receipt and add or change a Class, the change is not reflected in Reports?

Answer

On forms like Tax Invoices and Sales Receipt there are two areas for adding a Class:

·         Next to the Customer there is a Class box;

·         In the table there is a column where a Class can be added to the item.

When you select a Class for a Customer, this Class will be added for each item added in the table.  You can re-assign individual Items to any Class.

Reports (other than some Customer-based reports like QuickReport and Transaction List by Customer) will access the Class Column of the input document and not the Class Box next to the Customer Name.

 

Solution

When changing the Class on an input document, change the Class on the Item line.

 

For a Customer-based reports, change the Class in the Class Box next to the Customer Name.

 

Need more help?

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How did we do?

Tax Invoices appear under Purchases on a Tax Detail – Cash Net Report

Trial Balance report is incorrect after upgrading to QuickBooks QBi 2008/09

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