cancel
Showing results for 
Search instead for 
Did you mean: 
raluikart
Level 1

How do I get a report of transactions with Class included?

I need to see a detail report of all transaction for a period of time that includes Class as well as Description, Amount, date, etc.
8 Comments 8
giobookkeeping
Level 3

How do I get a report of transactions with Class included?

Hi @raluikart, based on the items that you want to show up in the report, I'd recommend the "Transaction List by Date" report in QBO. This report lists all your transactions ordered by date. It also contains the description, amounts, and class. You can also have a little play around on what info you want the report to show. Just head on the small gear icon and select (or deselect) the columns. Good luck! 

AbegailS_
QuickBooks Team

How do I get a report of transactions with Class included?

Hi there, @raluikart.

 

Thank you for reaching out to us here in the Community. Allow me to chime and provide additional information about the report you need in QuickBooks Online.

 

I have reviewed the suggestion that Giobookkeeping shared, and it's correct and accurate. I appreciate the input to help address the issue.

 

For additional resources, here's an article about customizing your reports in QuickBooks Online.

 

You can also memorize your report to save its current customization settings.

 

Please don't hesitate to let me know if you have other reporting concerns. You can drop a comment below, and I'll gladly help. 

 

raluikart
Level 1

How do I get a report of transactions with Class included?

I appreciate the help, but I don't see Class listed in the report or in the set of available columns under "Customize" (see attached screen shot). Is there a way to add Class to the report that I'm missing?

LeizylM
QuickBooks Team

How do I get a report of transactions with Class included?

Hello there, raluikart.

 

Allow me to join the thread and share with you the steps so you can get the report you need in QuickBooks Online.

 

We have a different way of running a statement to get the data that you need. The closest way to get your desired report is by running the Sales by Class Detail report and groupi this report by Class.

 

 

Here's how:

 

  1. Go to the  Reports menu on the left pane.
  2. Look for the Transaction Detail by Account on the search field, then click on it to open the report.
  3. Go to the Customize button beside Save customization.
  4. Set the report's period.
  5. In the Row/Columns section, click change columns.

6. Put a checkmark in the box beside Class.

7. Go to the Filter section, then click the Class dropdown menu and select All.

8. Once done, click Run Report.

 

You can also check this page for more videos and articles about customizing reports: Customize Reports.

 

Check out the complete list of available reports in your subscription: Reports.

 

I have some additional articles about managing a wide range of reports in QBO:

 

 

If I can be of help while working on QuickBooks reports, please let me know. I'll be here to help. Have a good one!

raluikart
Level 1

How do I get a report of transactions with Class included?

Thanks for the additional info. We're closer to a solution but not quite there.

 

Yes, Class shows up in the list of fields and in the report, but the report doesn't pull in any data to the field from my Checking account entries (even though I know the Class information is populated on those records). Weirdly, this report does pull in Class on other, non-bank accounts. I'd really like to see Class on my Checking (and other bank) account transactions.

LollyNino_C
QuickBooks Team

How do I get a report of transactions with Class included?

Hello there, @raluikart.

 

It's great to see you back in the Community. I'm here to ensure you'll get the data you'll need and provide additional information about the report you need in QuickBooks Online.

 

When running a Class Report, all Income and Expense accounts are filtered by default. This could be the reason the transactions aren't showing up. To fix this, I'd suggest removing the Account filter by clicking the Customize Report button. 

 

You can also run and customize the Transaction Detail by Account report and filter it to include the Memo/ Description column. Let me show you how:

 

  1. Go to Reports.
  2. Search for the Transaction Detail by Account report in the search box.
  3. Click on the Customize button.
  4. Click on the Filter drop-down and select Memo
  5. Click on the Run report button.

More videos and information about customizing reports may be found on this page: Customize Reports

 

I'm looking forward to hearing from you again. If you have any other QuickBooks questions, please feel free to add a comment below. I'm always here to help. Have a great day! 

raluikart
Level 1

How do I get a report of transactions with Class included?

Hi, @LollyNino_C . Thanks for your response.

 

The transactions show up, it's just that the Class field is empty. I've included a screen shot so you can see how it looks.

DivinaMercy_N
Moderator

How do I get a report of transactions with Class included?

I know another way how you can run the report to show information under the class field, @raluikart.

 

In QuickBooks Online (QBO), you can filter the Transaction Detail by Account report to all classes so all transactions with an assigned class will show. Here's how:

 

  1. In your QBO account, go to the Reports menu.
  2. From the search field, enter Transaction Detail by Account and open the report.
  3. Once opened, click the Customize button.
  4. Set the date range in the Report period field.
  5. Then, select the specific columns you want to show under the Rows/Columns section.
  6. Next, click the Filter option and check the box for Class.
  7. Select the dropdown arrow and mark the box for (Select all).
  8. When done, click Run report.

 

This will show all transactions with a class assignment.

 

In case some transactions do not appear in the report, there may be no class assigned to them. To verify, you can click Customize button again and return to the Filter section. From there, select All in the Class drop down so it will include all transactions with or without class and then, run the report. Once done, click to open the transaction in question and check the class field if there are information entered. 

 

You can read this article for more details on managing your report: Customize reports in QuickBooks Online.

 

I've also got here a compilation of QuickBooks How-to videos that can further guide you in navigating the program. 

 

I'm just around the corner to help in case you need additional assistance in customizing your report to show class. Don't hesitate to post again here. Have a good one.

Need to get in touch?

Contact us