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houstonwb-elswor
Level 2

In printing a Statement of Activity by Month, when I select by class (but not subclass), the subclasses are included automatically. Any way to get classes only?

 
2 Comments 2
CamelleT
QuickBooks Team

In printing a Statement of Activity by Month, when I select by class (but not subclass), the subclasses are included automatically. Any way to get classes only?

I'll share some details about the Statement of Activity by Month, houston.

 

The option to exclude the subclasses when running a Statement of Activity by Month isn't available in QuickBooks Online (QBO). What we can do is export the reports and modify them by excluding the subclasses. Please refer to the steps below:

 

  1. On your Statement of Activity by Month report, click the Export icon. 
  2. Hit Export to Excel.
  3. Save the file somewhere you can easily find.
  4. Open the report and exclude the subclasses column.

 

Also, I'd suggest sending your comment about this functionality to our Product Development Team. Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Enter your comments or product suggestions.
  3. Hit Next to submit. 

 

To learn more about saving the current customization setting in your reports, check out this article: Memorize reports in QuickBooks Online.

 

I'm always here to assist whenever you have further questions about customizing your reports. Just add a reply below. Stay safe!

RishBR
Level 2

In printing a Statement of Activity by Month, when I select by class (but not subclass), the subclasses are included automatically. Any way to get classes only?

Hi @houstonwb-elswor ,

 

Rishika here from Better Reports!

I think our app, Better Reports, can easily show this. I have attached a screenshot of the sample report showing the month-wise total income and expense by class. You can also choose to include or exclude the sub-class.

Also, there are other built-in reports available like “Balance sheet”, “Profit and Loss by Vendor”, “Profit & Loss by Account”, etc. We can create custom reports as well, based on your business requirements.

It is also possible to filter the report for a specific period and schedule the reports to be sent automatically to your email or Google Drive at a regular cadence.

What do you think?

Statement of Activity by Class.png

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