Group estimates report by class

I'm here to share details on handling reports by class in QuickBooks Online (QBO), @franck. This way, you'll be able to determine how to create a modified Estimate report by Class and manage your transactions effectively.

Currently, there isn't a certain report called Estimate by Class and any option to group or sort one in QBO. However, you can export both the Estimates by Customer and Transaction List by Customer reports to an Excel worksheet. Then, you can manually arrange the data from there. Here's how:

1. Go to the Reports menu.
2. Select either the Estimates by Customer or Transaction List by Customer report.
3. Click the Customize button so you can focus on the information you need.
4. Select the Export icon.
5. Choose the Export to Excel option.

Additionally, tracking your transactions by class will let you keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. To know the available class reports in QBO, kindly refer to this article: Run reports by class. It also contains details about customizing your class reports to get the info you need.

Please let me know if you have other concerns. I'm just around to help. Take care always.

Thanks Rea_M for getting back on this,

This is unfortunate that online invoices can be grouped or filtered by Class.

I'd like to add this as a feature request, could you do that or do I have to post it somewhere else ?

Best,

Franck

Thanks for coming back. We always strive to provide the best experience with using QuickBooks Online (QBO), franck.

I know how beneficial it is to your business to group estimates report by class. You can send feedback to our developers to let them know what they can do to make the program work better for you. Just follow the steps below to send your feedback within your company file:

1. Click the Gear icon at the top.
2. Choose Feedback under Profile. 
3. Enter your comments or product suggestions then select Next.
4. Then, a Feedback sent! message will prompt. 

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. We add new features and functional improvements to QBO based on our customer's suggestions. You can also visit these blogs for any upcoming QuickBooks updates and enhancements:

• QuickBooks Resource Center
• The QuickBooks Blog

You can always count on me if you need a hand with customizing your reports or any QBO related. Assistance is just one post away. You have a good one.