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usernellagrace328
Level 1

Is there a report available that will include the 'Customer/Project' and 'Class' fields as entered in the "Bill" function?

These are fields entered under the 'Category Details' section of the Bill entry screen and are standard fields.
1 Comment 1
LeizylM
QuickBooks Team

Is there a report available that will include the 'Customer/Project' and 'Class' fields as entered in the "Bill" function?

Welcome to the Community page, usernellagrace328. 

 

I can walk you through the steps on running reports that will show you Customer/Project and Class in QuickBooks Online.

 

Here's how:

 

1. On the left panel click Reports.

2. Enter and select Transaction Details by Account in the Find report by name search box. 

3. Click Customize.

4. Under Row/columns click on Change Columns and tick Class.

5. Under Filter select Customer.

 

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I'm adding these articles to learn more about the reports available in your subscription and how you can customize them:

 

 

Please let me know if you have more questions about running reports in QuickBooks Online. I'll be right here to help you out. Have a great day!

 

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