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Join nowMy client has classes and sub classes, however when we run some custom reports by class, it only shows the subclass. Is there a setting that can be changed so that the main class name also shows? This is an issue because the sub classes have some of the same names and we need to be able to identify which main class these items are in.
Good day, Rachel.
Thanks for visiting the QuickBooks Community today. I'll be helping you out with your class reporting concern in QuickBooks Online.
First, I want to verify which report are you trying to pull up? I need this information to help you out and discuss with you what type of information the report will give you.
Please note that QuickBooks uses the Sources and Targets concept. This means that whatever data you see on the report is based on the details of its source transactions. In your case, the name of the classes used on a certain transaction will appear when you modify it by class.
See this reporting as an example:
If you want a different report where you can see the main class with its sub-classes, you can use other reports like Transaction Detail by Account. This is how it looks like when you run the report by class:
See this link to learn more about customizing a report: Customize reports in QuickBooks Online
Come back here anytime for additional details, or if you need further assistance with QuickBooks reports. I'll be right here to help. Have a wonderful day!
The report is the custom invoice report. I need all invoices issued last month with the class detail.
I’m trying to run the custom invoice report with the class detail. However only the sub class information shows up. I need a listing of all invoices issued last month with the full class detail.
Thanks for getting back here, @rachelsm83.
I'd be happy to walk you through the process of resolving your class reporting issue in QuickBooks Online.
If you'd like a separate report with reports organized by class. You could choose to personalize and filter the report to include only the classes you're interested in. Other reports, such as Transaction Detail by Account, can be run.
Follow the steps below:
For more details about personalizing reports, please see this article: Filter, Sort, or Total Reports by Class.
Additionally, I've included these articles that'll help you learn more about running and managing reports in QuickBooks:
If you have any further questions concerning customizing reports or managing class transactions in QuickBooks, please leave a comment below. When you require more support with reporting, I am always available. Have a wonderful day ahead of you.
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