Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
RSimmons1
Level 1

Classes and subclasses

I have classes and subclasses established in my Quickbooks Online file.   The class is a program name and I track each year of the program as a subclass.  For instance, the class could be Program ABC and the subclasses are 2022, 2023, 2024.   We have many programs and track each program year's activity this way.  Quickbooks online's profit and loss by class report has been great.  However, under the new modern view, if I have two or more classes using the same subclass name, the $ amount recorded for the subclass shows under the subclass column within each class, rather than only the class that subclass is assigned.  For example, Program ABC and Program XYZ are both classes and both have 2024 as a subclass.  If I record $5,000 under Program ABC subclass 2024 and run a profit and loss by class report, the $5,000 shows under the 2024 subclass under both Program ABC and Program XYZ.  That amount only flows to Program ABC's class column though.   Under classic view this does not happen and the amounts will correctly show under their assigned class and subclass. Anyone know why the amounts show in all subclasses with the same subclass name under modern view?   

1 Comment 1
ThomasJosephD
QuickBooks Team

Classes and subclasses

Thank you for sharing your observation regarding the Profit and Loss report, RSimmons1. We appreciate you bringing this to our attention and I am here to guide you to toward right solution to address this issue.

 

The issue arises when identical amounts appear across different subclasses under various classes, even though the amounts are different. This seems to be unexpected behavior that requires careful examination, and I suggest contacting our live expert support team for assistance.

 

To connect with our live expert support, please follow the steps outlined below:

  1. Log in to your QuickBooks Online account.
  2. At the top right corner, click on the Help icon (?).
  3. Type in your specific concern and then click on Let's Talk.
  4. Choose Contact Us to reach our live support agent.
  5. You will be presented with options to connect:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
  • Please note our support hours for your convenience:
    • For Plus, Essentials, and Simple Start: Monday through Friday from 6AM to 6PM PT, and Saturdays from 6AM to 3PM PT.
    • For Advance customers, support is available 24/7.
       

Our live expert team are equipped with advanced tools and expertise to meticulously analyze this issue and provide you with the most effective solution right away.

 

Furthermore, Allow me to share an article about printing your report that could assist you with your next steps. Please refer to Print a Report or Save as PDF for detailed guidance.

 

We are dedicated to providing you with a smooth operation and accurate reporting in QuickBooks Online. If further questions arise, please reply here. We're ready to respond quickly.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us