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snoble
Level 1

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

When pulling either an A/R or A/P report, I am not given the option to customize the report by Class.  I need to separate the report by location and by class at the same time.
4 Comments 4
SirielJeaB
Moderator

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

Hello there, snoble.

 

You'll want to run the Profit and Loss by Location report, and then customize it to display the A/R or A/P by class and location. Here's how:

 

  1. Go to the Reports menu.
  2. Enter Profit and Loss by Location in the Search field.
  3. Click the Customize option, then hit the Filter button.
  4. In the Distribution account, choose A/R or A/P.
  5. Check the Location and the Class boxes.
  6. Select Run report

 

Please see the picture below for visual reference:

 

Capture.PNG

 

You can also memorize a report to save it with its current customization settings.

 

I'm always available to provide information if you have further questions about running reports. Hit the Reply button below. Keep safe.

snoble
Level 1

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

This just gave me a blank report.

snoble
Level 1

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

Can you add "Class" as one of the filters in the A/R and A/P reports?  Vendor, Location, Terms and Due Date are the only filter options there.  

JoesemM
Moderator

I need to be able to sort accounts receivable report by class AND location, not just location. Why isn't this an option?

Thanks for getting back to us, snoble. We hear your suggestions and recognize your need for the feature to add classes in A/R or A/P reports in QuickBooks.

 

I see how an accounts receivable report that can be sorted by class would be useful. With that, I recommend passing on this product suggestion to our developer's team. They review all the feedback we get to make sure we're meeting our customers' needs. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Enter your comments or product suggestions. 
  3. Then select Next to submit feedback.

 

This time, you can run another report for the needed information. Just, open the Transaction Detail by Account Report and adjust it's filter to display the necessary details. Let me show you how:

 

  1. Go to the Reports menu and find Transaction Detail by Account.
  2. Update the Report period and the Accounting method.
  3. Click the Customize icon on the report and go to the Filter section.
  4. Select the Distribution Account and choose All Accounts Receivable (A/R) Accounts.
  5. Mark the Location, and Class filters. You can add other filters to include in the report.
  6. Click on Run Report.

I have some additional articles about managing a wide range of reports in QBO. It also contains steps on how to print and export reports:

 

 

If you have questions about the reports or other product issues, leave a comment below and tag my name. I'll be right back to help you out.

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