cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Can I run a transaction report for the different classes I have set up for the entire last year?I'm trying it under P&L but just the totals show up; not specific trans

 
1 Comment
Moderator

Re: Can I run a transaction report for the different classes I have set up for the entire last ye...

Thanks for posting your concern here in the Community, @xtralifecoach.

 

That's a great question! I can share some information about the profit and loss report in QuickBooks Online (QBO).

 

Yes, you can! You can pull up the Profit and Loss Detail report instead and customize it to show all the different classes you've set up. This will also show you all the specific transactions they're associated with.

 

Here's how:

 

1. Go to Reports menu at the left panel, then enter Profit and Loss Detail on the search bar.
2. Click the Customize option at the upper right, then on the General drop-down, change the Report period to Last Year.
3. Now go to the Filter drop-down, put a checkmark beside Class and choose the class that you want on the drop-down.
4. Select Run report.

 

1.PNG

 

That should give you the report that you need. Just in case, you can also check out this article for future reference: How to customize reports.

 

Please let me know how it goes or if I can be of additional assistance by leaving a comment. I'd be glad to answer should you have any follow-up questions. Have a good one!

Need to get in touch?

Contact us