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