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paulofuertes
Level 2

Quotes Filter by Class

Just quite a simple question for quickbooks online:

I added the Class option to be available for whole transaction.

 

Is there a way to LIST all the quotes and FILTER by CLASS in a report?

The reason for this is simple: im using the quotes with a custom template "proforma invoice" so to track the proformas I want to use the classes, however the report to track this is being a pain.

 

Thanks

2 Comments 2
Maybelle_S
QuickBooks Team

Quotes Filter by Class

Hello there, @paulofuertes.

 

The option to filter quotes by class in the report isn't possible. I understand the importance of having this feature working for you and your business. With that, we can send feedback to our developers so they can consider adding this option in the future.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion.
  4. Hit Next to submit.

 

Also, financial reports give you snapshots of different areas of your business. To know the complete list available for your version, you can check out this article: Reports included in your QuickBooks Online subscription.

 

I'll be here to continue helping if you have other reporting concerns in QuickBooks. Take care.

paulofuertes
Level 2

Quotes Filter by Class

What I can see comparing features quickbooks online global VS qb online us/desktop is that developers are not paying attention to all features that could, for sure, bring more customer base to global version.

 

Not only this simple feature (which is just adding CLASS to groupby/filter to all possible options), but others like USERS having more specific restrictions (like US version)

 

So yes, your company always say to send developers feedback, yet they never work on it and/or do not care - at all.

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