I enter expense transactions in either a category or item detail. How do I get both to populate on a purchases by class detail report?_

Greetings, @ktomko.

You may have recorded the expense transaction under the Category details and assigned a class from there. I'd be delighted to share some information about generating purchase by class detail report in QuickBooks.

The Purchase by Class Detail report depends on the information recorded from the Item Detail section when creating a Bill or an Expense transaction.

Just make sure to add a class on the item detail of the expense transaction that you've created. This way, it would be included in the Purchases by class detail report.

On the other hand, you can generate and customize the Transaction Detail by Account report. It displays a list of your transactions and total for each account in your chart of accounts. However, you can customize it to show all your expense transactions and grouped them by class. Here's how:

1. Go to the Reports menu.
2. Scroll down to the For my accountant section.
3. Select the Transactions Detail by Account report.
4. Click the Customize button.
5. Set the date range of the report.
6. From the Rows/Columns section, click the Group by drop-down menu.
7. Choose Class.
8. Expand the Filter section.
9. Pick Expense from the Transaction Type drop-down.
10. Click the Run Report button.

Also, I've added these articles to learn more about customizing your reports to suit your business needs:

• Run a report with vendor totals
• Run reports by class

Keep me posted if you have other questions about generating your expense-related transactions. I'm determined to ensure your success. Wishing you and your business continued success in all that you do.