Accounts Payable by Class

Hi, @Gillian.

We have the ability to generate reports that display a list of your bills along with a class column, such as the Transaction Detail by Account. I'd love to guide you on how to generate for accounts payable categorized by class.

Here's how:

        1. Go to Reports.

        2. Search for Transaction Detail by Account.

       3. Click Filter, then on the first dropdown choose the Transaction Type.

       4. On the third dropdown, select Bill. Please click anywhere to load.

       5. Click Group by.

       6. On the dropdown select Class. Click anywhere again to load the page.

       7. Hit Save As.

       8.  Enter the Report name you have in mind, then Save.

Please ensure that you choose the correct month.

To track where to find the saved report and how you can share, access this: Manage and share custom reports in QuickBooks Online Accountant.

Additionally, you can always access this article for future use to have a guidance, and have best practices: Export reports, lists, and other data from QuickBooks Online.

If you have more questions about running a report in QuickBooks Online, feel free to reach out again. I’d be happy to help!