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How to add class column in account list report quickbooks online?

 
2 Comments
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QuickBooks Team

How to add class column in account list report quickbooks online?

I’m glad to see you in the Community, dneiberger-gmail.


The Account List provides information on the name, type, and balance for each account in your chart of accounts. The information entered in the class field doesn’t automatically flow into the account register. You’ll have to open each transaction to see it. That’s why we’re unable to add a Class column in the Account List.

 

Alternatively, let’s export the report to Excel and manually add the column. Here’s how:

 

  1. Go to the Reports menu on the left panel and type Account List in the search field.
  2. On the report page, click the Export icon in the upper right to select Export to Excel.account list.png            
  3. Open the spreadsheet and manually add another column for Class.

I've included some links that provide more insights into how QuickBooks get the data to build transactions, reports, and instructions to transfer a statement to Excel.

 

Don’t hesitate to post a comment if you need help with QuickBooks. I’ll be more than happy to lend a helping hand. Enjoy the rest of the day.

Highlighted
QuickBooks Team

How to add class column in account list report quickbooks online?

Hi there, dneiberger-gmail.


May I know if you’re able to try the alternative steps on how to add the Class column? Please know helping you out achieve the report you need is my priority.


If you need further assistance with any of these steps, post a comment below. I’ll jump right back in to help and get this taken care of. Wishing your business continued success.

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