Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
T
tinaward
March 21, 2019
Question

Quickbooks classes and subclasses

  • March 21, 2019
  • 5 replies
  • 13 views

I must be missing something because classes and subclasses don't seem to work like I thought they would. I expected QB reporting to be able to rollup the subclass totals when reporting at the class level, but it seems to treat classes and subclasses as totally separate classifications, i.e. when I ask for a report by class, it only includes the amounts for entries that were at the class level only and not the subclass levels defined under it. If that is the case, I'm not sure what benefit subclasses provide. Insight requested and appreciated. 

    5 replies

    IamjuViel
    IamjuViel
    Level 8
    March 21, 2019

    Greetings, @tinaward.

     

    Allow me to provide with some information on how you can include classes and sub-classes in generating your reports.

     

    With QuickBooks Desktop, you have the ability to customize and filter your reports by class and sub-class.

     

    Here's  how to view your PL report by sub-class:

    1. Click Reports.
    2. Choose Company and Financial.
    3. Select he Profit & Loss by Class report.
    4. Click the green arrow to run report.
    5. Choose Customize Report.
    6. Go to the Filters tab.
      1. From the Filter list, select Class.
      2. Choose Multiple Classes.
      3. Put a check mark on the Subclasses you want in the report. 
        • Example: 1C, 2C, and 3C.
      4. Hit Ok.
    7. Click Refresh. 

    That should do it! Please don't hesitate to click the Reply button if you have other questions about customizing your reports in QuickBooks Desktop. I'm always here to help.

    A
    Anonymous
    March 22, 2019

    Unfortunately there isn't a way to roll up classes to the parent class on reports.

    john-pero
    john-pero
    Level 12
    March 22, 2019

    Allow me. As long as you are not trying to filter for specific classes, where picking just the parent excludes the subs, you can and will see all classes of all levels in a P&L by Class. Every subclass across in columns followed by its parent and a separate total column for that group. I know because I have over 100 sub classes of probably a dozen top level classes. The key is....don't filter....until after you export to excel.

      Rustler
      Rustler
      Level 15
      March 22, 2019
      @tinaward wrote:

      I must be missing something because classes and subclasses don't seem to work like I thought they would. I expected QB reporting to be able to rollup the subclass totals when reporting at the class level, but it seems to treat classes and subclasses as totally separate classifications, i.e. when I ask for a report by class, it only includes the amounts for entries that were at the class level only and not the subclass levels defined under it. If that is the case, I'm not sure what benefit subclasses provide. Insight requested and appreciated. 

      in desktop, go to the lists menu>class list, highlight the parent and use the report button for a quick report

       

      all sub classes of that parent will report, with totals

       

      In QB when you have a parent, item, account, class, you do not post to it, only post to the subs

      S
      SB4207
      March 25, 2019

      how do you make a balance adjustment to your subclass?  Move funds from one subclass to another.

      M
      mch_sara
      March 26, 2019

      Following...

       

      I recently realized that in attempting to create adjusting journal entries (ie reallocate expenses from one class to another, transfer funds, etc), this creates unbalanced classes on the balance sheet. Transactions created as forms (ie check, bill, bill payment etc) do not create this issue, only journal entries with multiple classes.

        T
        toom212121
        November 20, 2019
        Users should have the ability to exclude sub-classes from a report and simply see the totals for the parent class. Having the ability to do sub-class reporting is great. However, not having the ability to roll up the sub-classes in QB is a real drag. I know that i can export a report to excel and then hide the 35 sub-classes that I don't want to see but I shouldn't have to do that. During report filtering, if I choose to select multiple classes and then I select a parent class without selecting any of its sub-classes, QB reporting should be smart enough to know that i only want to display the parent class and I do not want to show the corresponding sub-class detail. What say you Intuit?
          G
          GraceC
          Level 4
          November 20, 2019

          Hello there, @toom212121.

           

          I understand how this feature is useful to your business and other users. Rest assured that we've forwarded this to our product engineers so this may be considered in the future.


          I'll pass this along to our product developers team to let them know of your business needs. The Feedback board is frequently reviewed by our product developers for ideas to implement in the future.

           

          I have included this link in case you have  other questions about QuickBooks: Reports.

           

          Don't hesitate to drop your comment below if you have any other questions. Have a nice day!

           

            T
            toom212121
            November 20, 2019

             

            Thanks for the quick reply but I already know how the multiple filtering currently works. I am looking for it to change.

             

            You stated: "since the subclass is excluded, it won't be included in the total amount of the parent class."

             

            I am asking if Intuit would be open to changing the way the program works. When selecting "multiple classes", if a parent class is selected program without any child classes then WE would all like the report to include data from the sub-class transactions but only display the parent class totals in the report. 

             

            Can you at least forward the concept to development for consideration?

             

             

             

             

             

              T
              toom212121
              August 31, 2020

              The functionality to collapse sub-classes was added to QB2020 desktop. (Enterprise for sure and probably the other desktop versions as well). Users can now collapse/expand columns just like they could with rows. Well done QB. It is nice to know that you are listening.  Keep it up.

              Toom212121

                IamjuViel
                IamjuViel
                Level 8
                August 31, 2020

                Greetings, @toom212121.

                 

                I am delighted to hear that QuickBooks works well for your business. Backing you and providing you with the tools needed to succeed is what we strive for.

                 

                By the way, if there are any features you'd like to learn more about, our Community articles can come in handy.

                Lastly, you can visit our blog to keep up to date with what's new in QuickBooks: Firm of the Future.

                 

                Wishing you and your business continued success!

                Need QuickBooks guidance?
                Log in to access expert advice and community support instantly.
                Terms & ConditionsAccessibility statement