Reports and accounting

Hi there, Nona.

The steps that my colleague provided above is intended for QuickBooks Desktop. I'll walk you through on how to run a Budget vs Actual report by class in QuickBooks Online.

First, let's turn on your class tracking menu. Here's how: 

1. Go to the Gear  icon.
2. Click Account and Settings.
3. Select Advanced.
4. Turn on the Track class menu in the Categories section.

Then, let's make sure to add subdivided budget for class.

Here's how: 

1. Go to the Gear icon.
2. Click Budgeting.
3. In the Add Subdivided for field, choose Class.

Then, go back to Reports and run the Budget vs. Actual report.

Also, you can run the Profit & Loss by Class report separately. Just enter Profit and Loss by class in the Search field.

Please get back to us if you need more help.