Run reports by class in QuickBooks Online

Learn how to run reports by class in QuickBooks Online Plus and Advanced.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started.

If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and set a budget by class.

To get started, go to Reports (Take me there) and select Standard. Once you're there, here’s what you can do.

In this article, you'll learn how to:

• See sales performance by class
• See your business spending by class
• See your profitability by class
• See transactions and balances by class in other reports
• Customize your class reports

See sales performance by class

Go to the Sales and customers group of reports. Then, run these reports:

• Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance.
• Sales by Class Summary. This groups your total sales by class.

See your business spending by class

Go to the Expenses and suppliers group of reports, then run Purchases by Class Detail. This groups your purchases by class.

See your profitability by class

Go to the Business overview group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by class.

See transactions and balances by class in other reports

Not only can you view your transactions and balances by class in other reports, you can also customize some reports like (Expenses by Supplier Summary) to group info by class. Here’s how: 

1. Go to Reports (Take me there).
2. Open a report.
3. Select Display.
4. In Display columns by ▼ dropdown, select Class.

Customize your class reports

From within the report, you can customize any of the reports mentioned in this article to suit your specific needs by adjusting the date range, grouping of information and more.

Learn more about how to customize reports in QuickBooks Online.