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Run reports by class in QuickBooks Online

by Intuit Updated 1 month ago

Learn how to run reports by class in QuickBooks Online Plus and Advanced.

New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started.

If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and set a budget by class.

To get started, go to Reports (Take me there) and select Standard. Once you're there, here’s what you can do.

See sales performance by class

Go to the Sales and customers group of reports. Then, run these reports:

  • Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance.
  • Sales by Class Summary. This groups your total sales by class.

See your business spending by class

Go to the Expenses and vendors group of reports, then run Purchases by Class detail. This groups your purchases by class.

See your profitability by class

Go to the Business overview group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by class.

See transactions and balances by class in other reports

You can also customize some reports (like expenses by vendor summary) to group info by class.

To do this, go to the top of a report. Then select Display columns by ▼ (or Group by ▼), and then Classes.

Customize your class reports

You can tailor any of the reports above to the info you need the most. Go to the top of any report to change the date, grouping of info, and more. To see all changes you can make, select Customize.

New to custom reports in QuickBooks? Here are some basic things you can do to tailor your reports.

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