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Replying to:
ChristieAnn
QuickBooks Team

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Hi there, 2rsdigital.

 

Welcome to QuickBooks Community. I'll provide different troubleshooting steps to ensure you're able to see the class drop-down within the account edit section.

 

As shared above, the Class Tracking feature only allows you to assign classes into income and expense accounts. Assigning to assets and liability accounts is currently unavailable. With this, if the accounts you're trying to add classes are income and expense and you're unable to see the class drop-down within the account edit section, I recommend running the Verify/Rebuild tool. This helps identify the most commonly known data issues within the file and resolves it. Before you begin with the troubleshooting, you'll have to secure a backup of your company file. Then. follow the steps below.

 

Here’s how to verify:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Verify Data then select OK to close all windows.

To rebuild:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
  4. Once the rebuild is done, click OK.

 

For more details, you can check out this article for reference: Verify and rebuild data in QuickBooks Desktop.

 

If the issue persists, I suggest resorting the Chart of accounts. This way, the lists will go back to their default order. If you have manually edited the order of your list, re-sorting will undo these changes.

 

Here's how:

 

  1. From the Lists menu, select Chart of Accounts.
  2. Go to the Account drop-down arrow at the bottom.
  3. Choose Resort List.
  4. You'll be prompted with Are you sure you want to return this list to its original order? Click OK to confirm.

resort.JPG

 

For additional information, you can refer to this article: Re-sort lists in QuickBooks Desktop. This also provides steps on how you can re-sort the master name list in QuickBooks.

 

On the other hand, there's no other way to class all items within a bank or credit card in QuickBooks Desktop aside from the steps shared above.

 

Please refer to this article to see different information on how to track account balances using different classes in QuickBooks Desktop and how it works in the system: Set up and use class tracking in QuickBooks Desktop.

 

Please let me know how it goes and if you have any follow-up questions, leave a comment below. I'm always here to help. Thanks for reaching out, I look forward to hearing from you in the near future.

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