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bailey8904
Level 3

Why does class not filter when the transaction is split? Example - expense transaction $100 $50 class Austin and $50 class DFW.

 
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Best answer November 24, 2020

Best Answers
CharleneMae_F
QuickBooks Team

Why does class not filter when the transaction is split? Example - expense transaction $100 $50 class Austin and $50 class DFW.

Glad to have you here, bailey8904.

 

We're unable to filter split transactions to show in a class in QuickBooks Online. As a workaround, we can run and customize the Sales by Class Details report or Purchases by Class Detail report to show the class per line item.

 

Here's how:

  1. Go to the Reports menu.
  2. Type in either Sales by Class Details or Purchases by Class Detail, then click to open.
  3. Click Customize.
  4. Under the Report period, select the correct date.
  5. On the Rows/Columns section, click Change columns, then place a checkmark in the Class and Account checkboxes.
  6. On the Filter section, select the specific Class, Transaction Type, and Distribution Account.
  7. Once done, click on Run report.

 

For your visual reference, I've attached some screenshots below.

aa2.PNG

aa.PNG

aa1.PNG

 

To know the other reports that you can run by class, I recommend browsing this article: Run Reports by Class.

 

Additionally, you can customize the report in QuickBooks Online to select the details that you'd like to see. Then, memorize it to easily access in the future.

 

You can always leave a comment below if you need further assistance with the process. We always got your back.

View solution in original post

1 Comment 1
CharleneMae_F
QuickBooks Team

Why does class not filter when the transaction is split? Example - expense transaction $100 $50 class Austin and $50 class DFW.

Glad to have you here, bailey8904.

 

We're unable to filter split transactions to show in a class in QuickBooks Online. As a workaround, we can run and customize the Sales by Class Details report or Purchases by Class Detail report to show the class per line item.

 

Here's how:

  1. Go to the Reports menu.
  2. Type in either Sales by Class Details or Purchases by Class Detail, then click to open.
  3. Click Customize.
  4. Under the Report period, select the correct date.
  5. On the Rows/Columns section, click Change columns, then place a checkmark in the Class and Account checkboxes.
  6. On the Filter section, select the specific Class, Transaction Type, and Distribution Account.
  7. Once done, click on Run report.

 

For your visual reference, I've attached some screenshots below.

aa2.PNG

aa.PNG

aa1.PNG

 

To know the other reports that you can run by class, I recommend browsing this article: Run Reports by Class.

 

Additionally, you can customize the report in QuickBooks Online to select the details that you'd like to see. Then, memorize it to easily access in the future.

 

You can always leave a comment below if you need further assistance with the process. We always got your back.

View solution in original post

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