![]() ![]() While it’s important to read the document in its entirety, you may want to clarify the following terms and conditions around payment processing with a QuickBooks sales representative: I'll be around.Stipulations on the use of QuickBooks Payments can be found under Section N: Merchant Payment Service. If you have any additional information or clarification with the class tracking feature, feel free to post a comment below. You can also check out the article for more information if you want to keep track of your sales and expenses reports: Customize customer, job, and sales reports in QuickBooks Desktop. QuickBooks Desktop Payroll discontinuation policy.QuickBooks Desktop service discontinuation policy.To learn more about the discontinuations policies, you can refer to the following articles: That said, you'll need to upgrade to the latest QuickBooks Desktop version. ![]() So, your QuickBooks Desktop may be outdated that causes, why you're unable to use other features in your company file. Intuit discontinues older versions of QuickBooks Desktop to develop straightforward financial tools that help you today and grow with you tomorrow. You can refer to this article for more details: Set up and use class tracking in QuickBooks Desktop.įurthermore, with regard to your Desktop version, it is already a discontinued product. You can only use the class tracking for your deposit and for the following transactions:Īlso, may I know what happen or the changes you noticed on your company file when you use the class tracking feature? That way, we can help you further. Although, you are unable to add class to your payment transactions. There are no changes made when adding a class in QBDT. I'm here to give clarification your concern and guide you on how you can add classes in QuickBooks Desktop (QBDT). Is there a way the class from the invoice posting could be utilized? My issue is that payments for the invoices, which are in different classes, are required to be posted to different bank accounts (Cash, Credit Card, PayPal, AmazonPay, eBay, etc).Īll Payment transactions debit my Cash Clearing account but I have no way of seeing which class the payment relates to when I run a quick report for this account, as the payment doesn't record a class. The payments will match up with the respective invoices. I take payment for the invoices in this software too and at the end of day, I run a Cash Reconciliation procedure, to 'push' the payments to QuickBooks. (QB is my back office accounting solution) My invoices post to QuickBooks immediately and I also pass in details of the classes that the invoices need to go to. My situation is that I use other software to generate invoices and take payments for those invoices. Thanks for reverting have classes being added to transactions already, but not payment transactions! From the attached image I can see you do not cater for adding classes to Payment transactions. It has topics with articles that'll help you with the process.ĭrop a reply anytime if you still have questions or concerns with reports. If you need help with other tasks in QBDT, visit this link. Set up and use class tracking in QuickBooks Desktop.You can check out these guides for details. ![]() ![]() Just tap the Customize button at the top of the report to do it. You can also include the Account column so you can easily trace your report.
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