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Level 3

Use of classes

We are interested in using classes but I need to show the management the benefits of doing so.

 

Are there any sample reports available which show for example the same P&L with and without the use of classes?

 

Many thanks.

Solved
Best answer March 07, 2019

Accepted Solutions
Highlighted
Level 15

Use of classes

check the sample file Rock Castle Construction and run a standard P&L then a P&L by class

and you can also do the same for the balance sheet

View solution in original post

6 REPLIES 6
Highlighted
Level 15

Use of classes

check the sample file Rock Castle Construction and run a standard P&L then a P&L by class

and you can also do the same for the balance sheet

View solution in original post

Highlighted
QuickBooks Team

Use of classes

Hello E21J,

 

Which region of Desktop are you using? If it is the UK version, there are no sample reports or accounts available. Your only options would be to either create a trial and enter data so you can run a P&L, or create a sample company file if you already have Desktop and do the same.

 

Thanks,

 

Talia

Highlighted
Level 3

Use of classes

Thanks for this.  I found a sample company file, not called Rock but it has given me sufficient data to run example reports.

 

Thanks so much.

Highlighted
QuickBooks Team

Use of classes

Great, any other questions let us know

 

Enjoy the rest of your day

 

Emma

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Level 1

Use of classes

How I can generate an Invoice report with classes? Thank you

Highlighted
Moderator

Use of classes

Hello Njdt,

 

There are different reports that we can pull up for the invoices with class. I'll pull up and customise the Sales by Customer Detail report as an example.

  1. Click Reports at the top menu and select Sales > Sales by Customer Detail.
  2. Click the Customise Report button and go to the Display tab.
  3. Got to the COLUMNS section and mark the Class column.
  4. Click OK.

You can export the report to Excel if necessary.

 

Get back to us if you want a different report. Have a great day!