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Buy nowHello 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:
Please see the picture below for visual reference:
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.
This just gave me a blank report.
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.
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:
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:
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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