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Troubleshooting Missing Class Codes on Sales Receipts in QuickBooks Online

This article helps Webgility Desktop users troubleshoot the issue where class codes do not appear on sales receipts within QuickBooks Online. This problem commonly affects customers using class tracking for reporting or departmental accounting and may involve interactions with Webgility Desktop. The article provides guidance to identify and resolve the underlying causes.

Overview

If you're not seeing the assigned transaction class on sales receipts in QuickBooks Online, it can interfere with reporting and accounting workflows. This issue typically stems from class tracking settings or integration mapping problems. This article guides you through verifying and resolving the problem.

Root Cause

Even if class tracking is enabled or expected to be in place, it may not display on sales receipts if:

  • The QBO class tracking feature is not properly enabled

  • The Webgility Desktop fails to pass class data correctly

Troubleshooting and Verification Steps

1. Verify Class Tracking in QuickBooks Online

To ensure class codes can be applied to transactions:

  1. Go to Settings > Account and Settings > Advanced

  2. Under the Categories section:

    • Make sure Track classes is enabled

    • Choose whether to assign classes per transaction or line item

  3. Click Save if you made changes

  1. Review Sales Receipt Form Settings
  1. Navigate to Settings > Custom Form Styles

  2. Open the form style used for Sales Receipts

  3. Confirm that the template allows for class tracking visibility

  4. If needed, switch to a standard or default template that supports class fields

  1. Test the Transaction Workflow
  1. Create a test sales receipt in QBO.

  2. Assign a class manually or through the integration

  3. Post the transaction

  4. Check if the class appears on the sales receipt and in related reports