Quickbooks classes and subclasses

Greetings, @tinaward.

Allow me to provide with some information on how you can include classes and sub-classes in generating your reports.

With QuickBooks Desktop, you have the ability to customize and filter your reports by class and sub-class.

Here's  how to view your PL report by sub-class:

1. Click Reports.
2. Choose Company and Financial.
3. Select he Profit & Loss by Class report.
4. Click the green arrow to run report.
5. Choose Customize Report.
6. Go to the Filters tab.
   1. From the Filter list, select Class.
   2. Choose Multiple Classes.
   3. Put a check mark on the Subclasses you want in the report. 
      • Example: 1C, 2C, and 3C.
   4. Hit Ok.
7. Click Refresh. 

That should do it! Please don't hesitate to click the Reply button if you have other questions about customizing your reports in QuickBooks Desktop. I'm always here to help.

Allow me. As long as you are not trying to filter for specific classes, where picking just the parent excludes the subs, you can and will see all classes of all levels in a P&L by Class. Every subclass across in columns followed by its parent and a separate total column for that group. I know because I have over 100 sub classes of probably a dozen top level classes. The key is....don't filter....until after you export to excel.

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@tinaward wrote:

I must be missing something because classes and subclasses don't seem to work like I thought they would. I expected QB reporting to be able to rollup the subclass totals when reporting at the class level, but it seems to treat classes and subclasses as totally separate classifications, i.e. when I ask for a report by class, it only includes the amounts for entries that were at the class level only and not the subclass levels defined under it. If that is the case, I'm not sure what benefit subclasses provide. Insight requested and appreciated. 

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in desktop, go to the lists menu>class list, highlight the parent and use the report button for a quick report

all sub classes of that parent will report, with totals

In QB when you have a parent, item, account, class, you do not post to it, only post to the subs

how do you make a balance adjustment to your subclass?  Move funds from one subclass to another.

Following...

I recently realized that in attempting to create adjusting journal entries (ie reallocate expenses from one class to another, transfer funds, etc), this creates unbalanced classes on the balance sheet. Transactions created as forms (ie check, bill, bill payment etc) do not create this issue, only journal entries with multiple classes.

Hello there, SB4207.

Good to see you both in the Community. Allow me to help share some insight about moving funds from one subclass to another.

You can transfer the balance of one subclass to another by updating the transaction to change the class used. You can use the Transaction Detail report to find and edit the transactions easily. Let me show you how: 

1. From the Reports menu, select Custom Reports.
2. Choose Transaction Detail.
3. Select the correct Date.
4. Click OK or Refresh.
5. Double-click the transaction. 
6. In the CLASS column, click the drop-down and select the correct subclass.  
7. Click Save & Close.

I've attached a blog about class for additional reference: Use Class Tracking in QuickBooks.

These steps should correct the balance per class in your QuickBooks.

Please keep in touch if you have any other questions about classes, or about QuickBooks. I'm here to lend a hand. Have a great day ahead. 

Hello there, @toom212121.

I understand how this feature is useful to your business and other users. Rest assured that we've forwarded this to our product engineers so this may be considered in the future.

I'll pass this along to our product developers team to let them know of your business needs. The Feedback board is frequently reviewed by our product developers for ideas to implement in the future.

I have included this link in case you have  other questions about QuickBooks: Reports.

Don't hesitate to drop your comment below if you have any other questions. Have a nice day!

Thanks for the quick reply but I already know how the multiple filtering currently works. I am looking for it to change.

You stated: "since the subclass is excluded, it won't be included in the total amount of the parent class."

I am asking if Intuit would be open to changing the way the program works. When selecting "multiple classes", if a parent class is selected program without any child classes then WE would all like the report to include data from the sub-class transactions but only display the parent class totals in the report. 

Can you at least forward the concept to development for consideration?

I'll take note of your suggestion, toom212121.

We're always open for feedback. Intuit strives hard to make QuickBooks fit to everyone's business needs.

I can forward this to our developers to let them know how you'd like the filter option works.

You can also read this article about customizing reports in QuickBooks Desktop.

You know where to go if you need anything else. Have a great day!

I have to jump in here and say that this feature in quickbooks online does not work how it should and needs to be modified.  There is zero benefit to subclasses. All engineering needs to do is run a class report in Quickbooks desktop (which works the way it should) and run a class report in quickbooks online and can see the deficiencies. I should be able to see class levels

Program

sub program sub program subprogram

This is an unfortunate error in reporting for QB online making subclasses virtually useless. 

Is there any update on this? I'm in the same boat - utilizing quickbooks online and would like to run a statement of activity report by class, but I don't want to include all of the subclasses. I just want the report to show totals for each of the parent classes. It appears it's not pulling in any subclass information when I filter just by parent classes. What a programming miss. 

Hello there, kmcgrady.

We currently don't have any updates about the report. However, the request has been submitted to our engineers.

Customizing the Statement of Activity by Class report to only display the parent class is the available workaround. 

You'll want to visit our blog by clicking on this link: https://quickbooks.intuit.com/blog/whats-new/. This is where you can see the newly added features in QuickBooks Online.  
 

I'm also including this article for more details: Reports included in your QuickBooks Online subscription.

Please let us know if you have any other suggestions. We're here to help you some more. 

I, too, would like the classes to be able to expand and collapse like the income and expenses do.  We don't always need to see granular detail!  Exporting to Excel and hiding the sub-class columns appears to be the only current option.

Thank you for forwarding this onto the developers.

Dana Oxford

There is a way which may or may not be useful:

Run the custom report, I chose summary.  Click on customize and change the display columns by to income statement, and change the display rows by column to class.  This switches the columns & rows on the format.  Now on the report select collapse and you will see your classes in rows and can click on them to see sub classes if you want and the income statement accounts are displayed across the top.  

I am using this for items that have classes assigned to them so it works as I further filtered accounts to include only sales, COS and returns.  

It's not great as when i add the qty column to the report display it wont give me the parent quantity total and I still have to click to see the sub classes totals.  

Hope this helps

Just to let everyone know. I use QB 2012 and the class subclass problem was there at that time!. Hey Intuit, it shouldn't take this long to make a simple change like this. Allow a report  by major class,by checking the class, not subclass . Sue

Hooray for QB!!

...for adding the ability to collapse/expand columns in the financial statements in QB2020 (Enterprise).

This was a much more sensible solution than the one I proposed.  Users are now able to collapse sub-classes and it is an elegant solution that complements the ability to expand/collapse rows. Well done.

Toom212121

The functionality to collapse sub-classes was added to QB2020 desktop. (Enterprise for sure and probably the other desktop versions as well). Users can now collapse/expand columns just like they could with rows. Well done QB. It is nice to know that you are listening.  Keep it up.

Toom212121

Greetings, @toom212121.

I am delighted to hear that QuickBooks works well for your business. Backing you and providing you with the tools needed to succeed is what we strive for.

By the way, if there are any features you'd like to learn more about, our Community articles can come in handy.

• Customize reports in QuickBooks Desktop

• Set up and modify Scheduled Reports

• Create, access and modify memorized reports

Lastly, you can visit our blog to keep up to date with what's new in QuickBooks: Firm of the Future.

Wishing you and your business continued success!

It's very helpful to be able to collapse subclass columns into the parent classes. However, it appears that we still cannot collapse subclasses into their parent subclasses. This would be so much more helpful.

In the example below, I can collapse the Parent Class 1 Column, but I cannot collapse the Subclass 1B column on a report.

• Parent Class 1
  • Subclass 1A
  • Subclass 1B
    • Subclass1B.1
    • Subclass 1B.2
• Parent Class 2

Can someone please correct me if I'm wrong? Or if this is correct, it seems like it should be a simple fix. Can you please make this change to the program?

Thanks for joining us in this thread about running reports, scottchs.

For now, we're unable to collapse columns by subclass if you're running a report by class.

We have taken note of your feedback and suggestion about getting more option to customize reports. You can see more details about what you can use at the moment when using filters for class in this article: Filter, Sort Or Total Reports By Class.

I'd also like to share a few more articles that are related to running reports in case you might need them in the future:

• Customize Reports In QuickBooks Desktop
• Combine Reports From Multiple Company Files
• Set Report Preferences

Let me know if you need anything else. 

Has a solution been found for this problem yet? It's an ongoing issue for me too.

Has a solution for this been created yet?