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venu-historic-tr
Level 1

Why don't I see class when I run Account QuickReport in QBO?

I booked a journal entry with a certain payee and assigned a class. But I don't see the vendor name or class when I run the Account QuickReport
Solved
Best answer November 12, 2021

Best Answers
CharleneMae_F
QuickBooks Team

Why don't I see class when I run Account QuickReport in QBO?

I recognized how important it is to view the correct details when running a report, venu-historic-tr. I'd be delighted to help you sort this out.

 

Let's customize the Account QuickReport and place a checkmark in the Class and Vendor box. This way, you'll be able to see their columns in the report. 

 

Here's how:

 

  1. Go to the Accounting menu and then select Chart of Accounts.
  2. Locate the account you'd like to run a report.
  3. Under the Action column, click Run report.
    Capture.PNG
  4. Click Customize.
  5. Select the correct reporting date.
  6. On the Rows/Columns section, click Change columns.
  7. Locate the Vendor and Class checkboxes.
  8. Then, place a checkmark beside them.
    Capture1.PNG
  9. Once done, click on Run report.

 

For your visual reference on how the report looks like, I've attached a screenshot below.

Capture2.PNG

 

To learn more about personalizing your Account QuickReport, please see this article: Customize Reports in QuickBooks Online.

 

Additionally, I've included an article that'll help you save your report's current customized settings. This helps you access it easily in the future: Memorize Reports in QuickBooks Online.

 

I'm only a post away if you need more help in running and customizing reports in QuickBooks, venu-historic-tr. It's always my pleasure to help you out again.

View solution in original post

2 Comments 2
CharleneMae_F
QuickBooks Team

Why don't I see class when I run Account QuickReport in QBO?

I recognized how important it is to view the correct details when running a report, venu-historic-tr. I'd be delighted to help you sort this out.

 

Let's customize the Account QuickReport and place a checkmark in the Class and Vendor box. This way, you'll be able to see their columns in the report. 

 

Here's how:

 

  1. Go to the Accounting menu and then select Chart of Accounts.
  2. Locate the account you'd like to run a report.
  3. Under the Action column, click Run report.
    Capture.PNG
  4. Click Customize.
  5. Select the correct reporting date.
  6. On the Rows/Columns section, click Change columns.
  7. Locate the Vendor and Class checkboxes.
  8. Then, place a checkmark beside them.
    Capture1.PNG
  9. Once done, click on Run report.

 

For your visual reference on how the report looks like, I've attached a screenshot below.

Capture2.PNG

 

To learn more about personalizing your Account QuickReport, please see this article: Customize Reports in QuickBooks Online.

 

Additionally, I've included an article that'll help you save your report's current customized settings. This helps you access it easily in the future: Memorize Reports in QuickBooks Online.

 

I'm only a post away if you need more help in running and customizing reports in QuickBooks, venu-historic-tr. It's always my pleasure to help you out again.

View solution in original post

venu-historic-tr
Level 1

Why don't I see class when I run Account QuickReport in QBO?

Thank you, this is very helpful :)

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