I'll share with you some information on how class tracking affects accounts, bbcukiah.
Class may only be allocated to your expense account. If you're looking for the same bank account to see if this will debit the same account it wouldn't show up from there. You'll want to run the Profit and Loss by Class report so it will pull up from there.
Here's how:
- Go to Reports, then select the Company and Financial tab.
- From the drop-down list, select the Profit and Loss By Class option
If you forget to assign a class to a transaction, QuickBooks will remind you by listing the income or expense in an unclassified column. Double click on the entry to recall the unclassified item.
For your reference, you'll also want to customize reports in QuickBooks Desktop.
Feel free to let us know if you need help with recording transactions and reports to pull. Remember, I'll be here to help.
