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cowardles
Level 2

I ran a statement of activity in modern view. Under display I selected "class". I get a few classes which are all blank and a total. This is wrong.

 
1 Comment 1
KiazzymaeC
QuickBooks Team

I ran a statement of activity in modern view. Under display I selected "class". I get a few classes which are all blank and a total. This is wrong.

When you generate the Statement of Activity report by class and notice some classes are missing, I recommend checking the Class lists to review, especially the inactive ones and make it active. After that, let's also verify the Filter settings to confirm that all desired classes are included in the report. You can do this by selecting the checkbox next to each class. I'm here to guide you through the process, @cowardles.

 

First, let's start by reviewing your Class lists:

 

  1. Go to the Gear icon.
  2. Under the Lists column, choose All lists.
  3. Select Classes to review your class lists.
  4. Click the Gear icon within the Classes window, tick the box for the Include Inactive to view all the active and inactive classes.

 

Next, let's proceed to check the Filter settings:

 

  1. Navigate to the Reports menu, then select Standard Reports.
  2. Search for the Statement of Activity by typing it in the Type report name here search bar.
  3. Select Switch to modern view.
  4. Open the Display option and choose Class.
  5. Click Filter, then select Class in the first dropdown box.
  6. In the selection field, tick the boxes for the classes you want to include in your report.
  7. Once done, select Refresh report to update the result.

 

I've included screenshots for your visual guidance:

 

class.png

 

class2.png

 

 

For more information on customizing reports, you may refer to this article: Customize reports in QuickBooks Online.

 

To save time in the future, consider saving your customized report settings. This way, you won’t need to manually adjust the filters each time you generate this report again.

 

Additionally, exploring QuickBooks Live Expert Assisted can also enhance your overall accounting practices. This service provides expert guidance and helps you maintain accurate financial records, allowing you to focus more on growing your business.

 

If you have further concerns when pulling p your statement of activity report, don't hesitate to reach out in this forum. We're always here to help you! 

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