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Michael-Dorner
Level 1

Is there a way to get a Statement of Activity report by subclass instead of class ins QuickBooks Advanced?

 
1 Comment 1
MirriamM
Moderator

Is there a way to get a Statement of Activity report by subclass instead of class ins QuickBooks Advanced?

Yes, there's a way to generate a report on the Statement of Activity by subclass, Michael.

 

When running the Statement of Activity by Class report, you can customize its filter to show only the subclass. Here's how:

 

If you're using the Modern view:

 

  1. Open the Statement of Activity by Class report.  M1.png
  2. Click the Filter button.  
  3. In the first box, select Class, then choose equals in the second box, and select the desired sub-class to include in the report.
  4. Click the X button when you are finished. MODERN VIEW.png

 

If you're using the Classic view:

 

  1. Open the Statement of Activity by Class report.  Classic 1.png
  2. Click the Customize.
  3. Set the Report period and Accounting method.
  4. Go to the Filter section, choose Class.
  5. Select the sub-classes from the dropdown menu.
  6. Then, click Run report when done. Classic 2.png

 

To learn more about modifying your reports, you can check out this article: Customize reports. It contains steps on how to track the details based on your preferences.

 

If you need assistance with customizing the report, you can refer to this article for help: Save a customized report in Quickbooks Online. It also includes details about exporting and printing the report for use outside of QuickBooks.

 

Furthermore, we have a team of experts who can provide personalized guidance on linking your accounts, automating tasks, and teaching best bookkeeping practices to improve your efficiency. For more details, check out QuickBooks Live Expert Assisted.

 

Let me us if you need further assistance when running the Statement of Activity report or if you have other questions related to QBO.

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