Question

Report to Exclude a Class

Forum|Forum|6 years ago
June 26, 2020
2 replies
41 views

I want to create a P/L report that excludes certain classes and can't figure a way to do it. Most of my transactions have no class associated with them and other transactions have a class. I can't find a way to directly exclude some classes in a report. If I fl

QuickBooks Accountant Desktop

C

continea

Level 5

Thank you for reaching out to the QuickBooks Community, Gator88. Yes, there is a way to exclude certain classes when running your Profit and Loss report in QuickBooks Desktop. I will be delighted to show you how to do so.

Go to the Report tab, then Company & Financial and select Profit and Loss Details or Standard.
Make the necessary adjustments, such as setting the date ranges and Report Basis.
Select the Customize Report option.
In the Modify Report screen, under Filter, use the search bar and type class.
In the drop-down bar, instead of all classes, choose multiple classes.
Pick all that applies and click OK when finished.
Select OK again to save the changes.

You should have your customized report now showing the specific classes you wanted. For more information on how to make adjustments to reports, I recommended this article that is filled with ways to achieve this.

If you need any more assistance, the Community and I will be here at all times to help you. Have an awesome weekend and take care!

G

Gator88Author

Hi SashaMC - thanks for the reply. Unfortunately, this does not work because there is no "no class" option in the multiple classes drop down menu. When I do this, any transaction that does not have a class assigned does not show up in the report. I want everything to show up except a particular class, including transactions with no class assignment.

C

Candice14

Level 8

Hi, @Gator88.

Thanks for reaching back out to the Community. I can see how beneficial this report would be for your unique business. At this time, a Profit and Loss report isn't this specific in QuickBooks Desktop. However, I'll send feedback to our Product Developers so they can consider this option/feature in one of the upcoming releases.

You can always check out our other apps that are associated with QuickBooks to build the report for you. Here's the link: QuickBooks Apps.

I'm only a post away if you need me. I'm always here to lend a helping hand. Have a great day!

F

FinancePro

It absolutely blows my mind that I can run a P&L by class and see "unclassified" but I CAN NOT run a P&L by month for only unclassified!!! How would you recommend getting to this information by month?? I need four years, by account, by class.... seems like a pretty easy ask yet I can't get to it! Even a transaction detail report comes out in a format that is useless for anything but reading it, no way to put it in a simple pivot table to get account level totals.

C

CharleneMaeF

QuickBooks Team

Let's run the Profit and Loss Unclassified report, FinancePro.

This report helps you view the unclassified transactions. We'll have to customize it to filter the needed data. Here's how:

Go to the Reports menu.
On the Company & Financial section, select Profit and Loss Unclassified.
Click Customize report.
Enter the dates.
Select the correct filters.
Once done, click on OK.

You may also want to export the report to Excel. There, you can further personalize the data.

Additionally, I've added an article that'll help you save the current customized settings of the reports in QuickBooks Desktop: Create, Access and Modify Memorized Reports.

Please keep us posted if you have other reports-related questions or concerns. We're always here to assist you.

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