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blord
Level 1

Is there a way to run a Class Quickreport and just get the total lines, not all the detail for each class?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Is there a way to run a Class Quickreport and just get the total lines, not all the detail for each class?

Good day, blord.

 

Thanks for being part of the Online Community. I can help with running a Class quick report that will show the total lines.

 

Running a quick report is currently unavailable in QuickBooks Online. The good news is you can run the Transaction Detail by Account Report and customize it to show the Class.

 

To pull up the report:

 

  1. Go to Reports on the left panel.
  2. Enter Transaction Detail by Account in the search box.
  3. Select the Report period, and click on the Customize button.
  4. Click on Filter to expand, and mark the box for Class.
  5. Select Run Report.

Next, let’s start with exporting the report to Excel. Check out this link for the detailed instructions: Export to Excel.

 

From there, modify the Class report and get the total lines.


Just like any accounting program, we are continually working on QuickBooks Online to make it easier for you to manage your business and get your accounting done. Hearing your thoughts and ideas can even help our Product Development Team achieve this goal.

 

I suggest you let them know that adding the Class quick report is beneficial for your business. That way, they'll look into it for consideration in a future update.


You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback

 

If you need further assistance with the process, leave a comment below. I'll be glad to keep helping. Have a great weekend ahead.

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