Thank you for adding a screenshot, Jay. It gives me a visual representation of your concerns.
I'm here to ensure you're able to modify the classes of the created invoices.
As of now, you'll have to update the class manually. I'll walk you through the steps. Here's how:
- Go to Sales.
- Choose the Invoices tab.
- Find the invoice from the list and click it.
- Change the Class of the invoice.
- Click Save and close.
If you want to customize the sales form, you can check this guide: Customize your invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to drop by again here in the Community if you have other questions about tracking classes in QBO. I'm here to help.
