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Classes after Condense (and a complaint about classes)
The file that I am working with has 12 years of data for a very active company. We use classes the best we can (INTUIT: please add two classes to every transaction type - payments received/paid and deposits only have one which is stupid because it causes classes to not balance if using accrual books. There should be no blank classes unless it was a choice by the user!). I digress.
My question is - has the condense entry been improved so that I can enter classes or will all balances import over on a non editable journal entry? The last time I did this I had to create a separate journal entry to direct my beginning balances to be attributable to the class that I want them. I have several hundred balance sheet accounts, each one is connected to a class (except cash, AP, AR - but that because intuit refuses to fix the missing class problem) and I need to not waste a week getting the balances assigned back to a class.
I will be forever grateful if 1. a mod actually reads my question and doesn't answer with irrelevant information. 2. another user has successfully solved the problem is a nice enough to help.
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We appreciate your patience and clarity in describing your concern, lemondoodle. You can be assured that we hear you, and we are committed to finding a solution that helps streamline your accounting process.
We acknowledge how assigning two classes to each transaction type improves your ability to track your business finances. Therefore, we encourage you to submit feedback directly to our product development team. They will consider your suggestions and may include them in future updates to better serve your needs.
Here's how:
- Head to the Help menu at the top.
- Choose Send Feedback Online, then Product Suggestion.
- Enter your product improvement ideas once a pop-up window appears.
- Select Send Feedback.
On the other hand, all balances are transferred to a non-editable journal entry when you condense your data. In the meantime, you can continue creating separate entries for your beginning balances and assign classes to them, as the original class assignments won't be retained.
Moreover, you might want to dive deeper into report customization and discover how to effectively display transactions by class with the guide of this material: Filter, sort or total reports by Class.
If you need additional details or have further questions regarding the functionality of the Condense Data utility in QuickBooks Desktop, reconnect with us in the Community anytime. We are always equipped with the necessary information to address your queries.
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Ha. You did exactly what I knew an Intuit member would do - not understand the problem and offer a lazy non-solution.