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DivinaMercy_N
Moderator

Quickbooks classes and subclasses

Thank you for posting here, @MBConslt.

 

Currently, the option to collapse sub-class from parent sub-classes when running a report is unavailable. As a workaround, you may export the report to excel and edit the columns from there. For more info, please see this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

I can see the importance of having this option added when accessing the report by class. I’ll take note of this and send feedback to our Product Development team. Rest assured that we are bound to help you with everything we can. 

 

Also, to be updated for new release components and features of the program, visit our Firm of the Future blog. This focuses on improving the QuickBooks user's in-product experience. 

 

Please let me know if I can be of additional assistance or should you have any follow-up questions about managing sub-classes in QuickBooks. I’ll be here to help. Have a good one. 

bnode
Level 1

Quickbooks classes and subclasses

Has this ever been addressed.  This is a big issue I would think for those who use Classes and subclasses.  I just want a report with the totals by Class, no sub class detail.  I just switched from desktop to online and this not being a feature is not helpful.

GlinetteC
Moderator

Quickbooks classes and subclasses

Thank you for sharing your feedback about QuickBooks classes and sub-classes on the report, bnode.

 

We consider our customer suggestions when looking for product improvements and ways to enhance QuickBooks. As of now, we are unable to give you a specific time frame as to when this option will be added in QuickBooks.

 

You'll want to follow the workaround suggested by my peer above to export your report to excel and add the totals from there. I would recommend visiting our blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: The QuickBooks Blog.

 

If you have other questions, do let me know. I'm just a few clicks away.

NickNovelly1
Level 1

Quickbooks classes and subclasses

Yes, but I am disappointed you cannot collapse individual sub classes.  The "by class" report defaults to show all sub classes (including sub classes of sub classes of classes).  When you collapse sub class, all that appears is the class, not the collapsed sub class:

Academy Class

       Academics Subclass

               English sub subclass

               Science sub subclass

      Athletics Subclass

               Football sub subclass

               Basketball sub subclass

 

I ether see seven columns (above) or one column (Academy).  I would like to see three columns:

 

Academy Class

      Academics Subclass

      Athletics Subclass

 

This is possible with rows (for sub accounts of sub accounts).

GlinetteC
Moderator

Quickbooks classes and subclasses

This isn't the impression we want you to have, NickNovelly1.

 

You can share your feedback about the collapse feature within your QuickBooks account. This way, our developers will know what option would be beneficial to your business and might add it to any future enhancements.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your suggestions in the box.
  4. Click Next.

The Community is always here if you have any other questions. We're here to help.

NickNovelly1
Level 1

Quickbooks classes and subclasses

Where is the gear icon on desktop?

Angelyn_T
QuickBooks Team

Quickbooks classes and subclasses

Hi Nick.

 

The Gear icon is available in QuickBooks Online (QBO). For QuickBooks Desktop (QBDT), you can access the feedback option from the Help menu. I'll guide you with the steps.

 

  1. Open your QBDT file, then go to the Help menu.
  2. Click on Send Feedback Online, then choose Product Suggestion.
  3. Enter your feedback or suggestions from the QuickBooks Feedback window.
  4. Hit on the Send Feedback button.

 

On the other hand, you can check out this link for more tips about tracking your transactions by classes in QBDT: Set up and use class tracking in QuickBooks Desktop.

 

For additional resources, while working with QuickBooks Desktop in the future, you can also open the topics from our help articles: Help articles, video tutorials, and more.

 

If you have any other questions about classes or sending feedback to our developer team, let me know by adding a comment below. I'm always here to help. Have a good one!

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