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Join nowI need to generate an A/P report to sort by class or customer, any thoughts?
When I enter a bill I assign a class and a customer:Job.
At the end of the month I would like to generate a report that sorts (open) accounts payable by either the class or customer:job, any thoughts?
Thanks in advance
I can surely help you with that, @FGCSD.
In QuickBooks Desktop, you can pull up the A/P Aging Detail report and customize it to get the information you need. Let me show you how:
Also, you can export the report to Excel by clicking the Excel drop-down menu and selecting Create New Worksheet. Then, Export. From there, you can expand your customization to add other details to the report.
For additional reference about running and customizing reports in QuickBooks Desktop, you can read these articles:
If you have more QuickBooks concerns, please let me know. I'd be glad to help and provide more details about QuickBooks. Take care and stay safe, FGCSD.
The type of transaction information pulled into a report depends on the type of report. For example:
QuickBooks provides different kinds of reports that cater to your business needs. You can visit this article for additional reference: Understand reports.
Thanks for coming back for more support, @FGCSD. I've got you some insights about why your bills aren't classed on the report even when they have been assigned to certain classes.
This is because it depends on how the Class is assigned and the sort of report you've run. There is a header and a detail section for every transaction (with the exception of journal entries).
When classes are allocated, they are linked to the transaction's details. They aren't linked to the accounts in the headers.
You'll want to run the Customer Balance Detail Report instead and filter it by Class.
Here's how:
The type of transaction information pulled into a report depends on the type of report. For example:
QuickBooks have different kinds of reports that suit your business needs. You can visit this article for additional reference: Understand reports.
Get back to me if you have follow-up questions or additional concerns. I'll be here to help you again.
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