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Definitely, @-bestofmissourih.
Let me show you how to modify the class order in your statement of accounts in QuickBooks Online.
Sorting classes in QuickBooks is essential for maintaining a well-organized accounting system, which ultimately contributes to the overall success of your business. We can use the Profit and Loss report as an example, sorted by class.
Here's how:
1. Go to the Reports. Located on the lower left panel.
2. Enter the Profit and Loss.
3. Hit the Display columns by dropdown. Then, choose Classes.
4. Next, click the Sort dropdown. After that, arrange it according to your needs.
- Default (alphabetical order)
- Total in ascending order
- Total in descending order
5. Ensure that the dates are set to your desired period.
6. Finally, click on Run Report to generate the report.
For guidance on how to run a report in QuickBooks Online, you can refer to this article: Run a Report in QuickBooks Online.
Additionally, I'm providing this resource in case you wish to run an undeposited funds report in QuickBooks Online after successfully rearranging your class and generating a report: Run an Undeposited Funds Report in QuickBooks Online.
I'm still ready to back you up in modifying your class in QuickBooks Online. We'll keep our lines open for you to respond.
