Accounts Receivable by Class

Thanks for this response.  I cannot figure out why "class" isn't available in my group by menu.  Can you advise?  I assign classes in AR and AP.  Thanks!

I've got you covered, @arianna118.

The information here will help you customize that transaction report like a pro. The Class option isn't available in the Group by menu until the column has been added to the report. I'll guide you through doing this below:

Add Class to the A/R Transaction Report

1. From QuickBooks Online, navigate to the Reports tab. Select Balance Sheet from the Business overview section.
2. On the line for Accounts Receivable, click the amount. Inside the Transaction Report, set your desired date range.
3. Click the tiny Gear icon (⚙) in the top-right of the report, select (▼) Show more and check the box for Class.
4. Now the Group by drop-down will display Class as an option, allowing you to further organize the report.

Here's a brief video demonstrating the process:

This will enable you to group your report with whichever column data you'd like. We also offer a guide on sorting reports by Class for your convenience. Please let me know if there's anything else I can do to help you succeed with QuickBooks. Thanks for reaching out, wishing you a wonderful rest of your day.

Hi:

I am using Quickbooks Premier.  Is there a way to run accounts receivable by class using that version?

Basically, I want to be able to run a GL detail for the A/R account and see the transactions by class.

Thanks!

Hello there, @BaileyJr.

It's nice to have you in the Community. I'd be happy to help walk you through creating accounts receivable by class report in QuickBooks Desktop Premiere.

You can run and customize the Custom Transaction Detail Report to get the information you need. Let me show you how:

1. From the top menu, select Reports.
2. Choose Custom Reports then select Transaction Detail.
3. At the top left, click Customize Report. 
4. From the Display tab, click the Total by drop-down and select Class.
5. Click the Filters tab.
6. Under FILTER, select Account.
7. Click the drop-down and select Multiple accounts.
8. Mark Accounts Receivable then click OK.
9. Under FILTER, select Paid Status.
10. Click the drop-down and select Open then click OK.

I've attached an article and screenshots for additional reference: Customize reports in QuickBooks Desktop.

That should point you in the right direction today. Feel free to drop a comment below if you have any other questions about reports in QuickBooks. I'll be happy to help you further. Have a great rest of the week. 

Can you customize this report to show the invoices that get paid in this time period, but were from an earlier month? (ie. the time period is June 1-June 30, the invoice was dated April 30 but not paid until June 15.)  Ideally I would like to find a report that shows $x paid during a specific time period per class and $x in invoices still due and owing per class.  Is that possible?   Thank you.

Thanks for joining this conversation, @tyelaw.

The option to customize the Custom Transaction Detail report to show invoices that were paid for a specific period is currently unavailable. As a workaround, you can customize it to show which invoices were paid and unpaid.

Here's how:

1. Click the Customize Report option at the upper left.
2. On the Display tab, select Paid on the Columns section.

3. Now go to the Filters tab.
4. Select Paid Status on the Choose Filter section, then choose Either.
5. Hit OK.

To learn more about customizing reports in QuickBooks Desktop (QBDT), consider checking out this article: Customize reports.

Please keep me posted if you have any other issues or concerns. I'll be here to help. Have a great rest of the day!

Thank you for getting back to me.  Is there any way create a report that shows total invoices paid per class for a specific period of time?  Including those invoices that might have been paid during the specified time, but were dated prior to the specified period?  Your assistance is most appreciated!

Hi there, @tyelaw,

Let's pull up the Transaction List by Customer report to show the total invoices paid per class for a specific period of time. From there, you can then filter the report to see the information you need.

Here's how:

1. Go to the Reports menu.
2. Select Customers & Receivables, then Transaction List by Customer.
3. You can then follow the same steps provided by my colleague @FritzF on how to customize the report.
4. To filter the date, simply select the desired date from the Dates drop-down.
   

Should you need anything else with your financial reports, please let me know. I'd be around whenever you need assistance.

This does not help as it pull all the paid invoices as well.

Thanks for joining this thread, SuperStar777.

You can filter the Paid Status by Open to see hide paid invoices. To do so, the steps below will guide you through on how to accomplish this.

1. Go to the Reports menu.
2. Select Customers & Receivables, then Transaction List by Customer.
3. Click Customize, then go to the Filter tab.
4. Highlight Paid Status, then choose Open.
   
5. Click OK to save the changes.

You can save this report so you won't have to go through the same customization again. Just click the Memorize button and follow on-screen instructions. Check out the Create, access, and modify memorized reports link for more details.

Feel free to leave a comment below if there's anything else you need. I'm always here to help you out.

Hi

I am using quickbooks online. 

I can show you how to customize your report, @SuperStar777.

We can include certain columns and filters of your Sales by Customer Detail report to see the list of your unpaid invoices  by class.

1. Go to Reports.
2. Select Sales by Customer Detail.
3. Click Customize.
4. Under Rows/Columns, select Class and A/R Paid.
5. On the Filter menu, select Transaction Type, Class, and A/R Paid.
6. For Transaction Type, select Invoices.
7. On the A/R Paid field, select Unpaid.
8. Select the appropriate class category.
9. Click Run report.

I'm adding a couple of articles for more ideas about saving your report after customizing it.

I'm here if you need anything else. Have a great day!

Thanks for this. 

Is there any way to run class-wise AR aging report as well ?

Thank you for posting here in the Community, @SuperStar777.

Right now, such an option to run the A/R Aging by Class report in unavailable in QuickBooks Online. As a workaround, I suggest running the Balance Sheet report and filter to show the information you need.

Here's how:

1. On the left navigation bar, click Reports.
2. Under Business overview, select Balance Sheet. 
3. Choose the amount next to Total Accounts Receivable. 
4. Filter the date range.
5. Press the drop-down arrow next to Group by, then select Class. 
6. Click Run report.

You can also customize and add a Class column to the report. But it will be in AR detail format, not Aging format. See screenshot below for reference:

.

Additionally, I recommend the following resource which has video tutorials to help a user customize a report: Customize reports in QuickBooks Online.

Please know that I'm just a post away if you have any other questions. Have a great day ahead.

This does not come close to working.

Every line is posted to Unspecified.

---

@MichaelDL wrote:

I've got you covered, @arianna118.

 

The information here will help you customize that transaction report like a pro. The Class option isn't available in the Group by menu until the column has been added to the report. I'll guide you through doing this below:

 

Add Class to the A/R Transaction Report

1. From QuickBooks Online, navigate to the Reports tab. Select Balance Sheet from the Business overview section.
2. On the line for Accounts Receivable, click the amount. Inside the Transaction Report, set your desired date range.
3. Click the tiny Gear icon (⚙) in the top-right of the report, select (▼) Show more and check the box for Class.
4. Now the Group by drop-down will display Class as an option, allowing you to further organize the report.

Here's a brief video demonstrating the process:

 

 

This will enable you to group your report with whichever column data you'd like. We also offer a guide on sorting reports by Class for your convenience. Please let me know if there's anything else I can do to help you succeed with QuickBooks. Thanks for reaching out, wishing you a wonderful rest of your day.

---

Let me provide some information as to why line item is showing as unspecified when running a report, corneroffice.

When you see amounts in the Unspecified column on your reports, these are line items or transactions which doesn't have class or payee assignments. In other words, QuickBooks is unable to identify the correct classes for some transactions. QuickBooks Online (QBO) uses information from the headers or details depending on the type of report you run. The balance sheet uses data from headers, while profit and loss uses data from the details.

If you assign classes and locations to your transactions, you can customize your balance sheet and profit and loss to show data for a specific division.

• Classes are only linked to details.
• Locations are linked to both headers and details.

Also, This unspecified category will only show when you run a report by Class or Location. You'll want to drill down the report to see which transactions that don't have a class. You'll also want to filter the report to make sure it's not showing the Unspecified column, Todo this, follow the steps below:

1. Go to Reports, then search for the Balance Sheet report. 
2. Select the correct Report Period.
3. Click Customize.
4. Click Filter, then tick the Class box.
5. Hit Run report.

Furthermore, we also have different kinds of reports that you can pull up that could cater your business needs. Reports Included In Your QuickBooks Online Subscription.

Feel free to get back to us if you have some additional questions. Remember we're here to help.

Is it possible yet to run an accounts receivable aging by class in Quickbooks online?  I see that this question has been coming up since 2018 in this thread.  Seems ridiculous that the desktop version of quickbooks has this capability and we can't do it in Quickbooks online.  

I'm not interested in hearing what the "workaround" is for something that this software should just be able to do.  

Thanks for posting to the Community, Frank0219.

QuickBooks Desktop report options may differ slightly from the ones in QuickBooks Online. Both versions' packages do not share the same database, hence, features and preferences might not always be the same. Alternatively, we can run a customized Transaction Detail by Account report to show the Accounts Receivable by class. Just modify the Rows/Columns by class to show the Account Receivable transactions. Here's how: 

1. Go to the Reports menu.
2. Enter Transaction Detail by Account in the search field. 
3. Click the Customize icon on the report and go to the Filter section.
4. Choose the name on the Customer drop-down or Invoice for the Transaction Type.
   
5. Mark the A/R Paid, Account, and Class filters.
   
6. Update the Report period and the Accounting method.
7. Lastly, click on Run report.
8. You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.
   
    

You can save this report so you won't have to go through the same customization again. Just click the Memorize button and follow the on-screen instructions. Check out the Create, access, and modify memorized reports link for more details. Additionally, you can visit this link that contains video tutorials to help you customize a report: Customize reports in QuickBooks Online.

As we assess this, I encourage you to share your feedback with our product engineers. We continue to improve the product, and this feature might be available in the future. Here's how to submit feedback:

1. Click the Gear icon in the upper-right corner.
2. Tap Feedback under Profile.
3. Share your feedback.
4. Press Next to submit.

Please know that I'm only a few clicks away if you have any other questions or concerns. I'll be here to help. Have a great rest of the day!

@JonpriL 

Thanks for the info, Your tips helps a bit, however if the invoice is having more than 1 line, this report will repeat the invoice number. I am looking for AR report without duplicating the invoice number.

Thanks for getting back to this thread, @SuperStar777.

I recognize how relevant to you and your business to have a report not showing a duplicate invoice number. Currently, this option is unavailable in QuickBooks Online.

In the meantime, we can export a report to an Excel file. From there, you can manipulate the statement to show only one invoice number. Let me show you how:

1. Find and run the report.
2. Choose the Export icon.
3. Click Export to Excel.

Additionally, let me share these links to help manage your reports in QuickBooks:

• Memorize reports in QuickBooks Online
• Customize reports in QuickBooks Online

Feel free to comment below if you have follow-up questions about generating reports in QuickBooks. I'm always around to help. Keep safe!

How does one make a request for a product enhancement?  It is still ridiculous that this software can’t do something as simple as an A/R aging by class.  I understand that Intuit has no motivation to make improvements here because there is no meaningful competition in this area…but come on.  

Thank you posting workarounds, but this isn’t a satisfactory solution.   I want to run a report that gives me the information I need.   I don’t want to have to run a different report, dump it to excel and then manipulate it to get the information I want.  

the fact that this thread is more than four years old and there is no solution still I guess tells me all I need to know about how much Intuit cares about it’s customers.    

I understand the convenience of pulling a report with the data you need in just one snap, @Frank0219. With this, I’ll walk you through the steps of submitting your request to our Product Developer.

I do agree with you that adding more customizations and functionality would make the program better and more flexible. Since you wish to have the ability to run A/R aging by class, I recommend sharing your idea to our product development team. 

Here’s how:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Enter your suggestions, then click Next.

Please know that we’re unable to provide a specific time frame as to when this feature will be available. You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

I’ve added these resources to guide you with filtering to get the data you need, and saving it with its current customization settings:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

If I can be of assistance while working in QuickBooks, please let me know. I'd be more than willing to lend you a hand. Stay safe!

I can generate an A/R report and add Class as a column, but the Class included in Invoices won't appear in the report.  My Invoices "hide" the class, could this be the issue and if so, how can 'unhide' them to see if that is the issue?