Outstanding Invoice Report by Class?

Thanks for becoming a part of the Community, jbroom.
 

With our class tracking feature in QuickBooks Online, you can run reports to see your income, expenses, and profitability by segment. An outstanding invoice isn't trackable this way, however there's a wide variety of reports included with your subscription. One of these is the Open Invoices report, which will show ones that are unpaid. This can be generated as a workaround to obtain what you're looking for.
 

Here's how:
1. In the left navigation bar, go to Reports.
2. Enter Open Invoices in the Find report by name search field.
3. Click Open Invoices from the displayed drop-down list.

You can also use the Customize button to filter by a specific customer/set of customers, distribution account, terms, etc.
 

Here's a few resources that may come in handy moving forward:

• Reports included with your QBO plan
• Create and manage classes
• Run reports by class

If you have any questions, I'm just a post away. Enjoy the rest of your day!

We currently use the Open Invoice reports, using the a custom field to add a 'Sales Rep' to each invoice.  My hiccup with this is the inability of QBO to make a Custom Field required.  This leads to empty fields on my reports.  I wanted to switch to Classes, because they are currently the only field with the ability to be set to 'Required'.  It seems there are VERY few reports that can be run by Class.  

Hello, @jbroom.

Allow me to join the thread and share with you the steps so you can get a report that shows your outstanding invoices grouped by class in QuickBooks Online. 

Aside from running the open invoice report to view the unpaid invoices, we can pull up the sales by class detail report to get the same details and have the option to group the transactions by class.

Here's how:

1. Open your QuickBooks Online account, then click on Reports at the left pane.
2. Look for Sales by Class Detail report on the search field, then click on it to open the report.
3. Go to the Customize button beside Save customization.
4. Set the report's period, then switch the Accounting method to Accrual.
5. Click on Filter, then select Invoice for Transaction Type and Unpaid beside A/R Paid,
6. Tap Run report to refresh the page.

 If you need an additional reference about running and customizing reports in QuickBooks Online, check out this article.

Also, feel free to browse our help articles in case you need related links while working with QuickBooks in the future.

If you have any other questions, mention me in the comment section below. I'm here to help as much as I can. Have a good day!

Have you found a way to run that sales detail that only shows the open portion of partially-paid invoices?  Currently, it shows the entire amount.

Hi, LizCPA.

Thank you for utilizing the Community space. I can guide you on how you can run a report that shows only the open balance of the invoice.

Aside from the Sales by Details report, you can run the Invoices and Received Payments report and customize it to show only the open balance. I'll show you how.

1. Go to the Reports menu.

2. Look for the Invoices and Received Payments.

3. Click the Customize button.

4. Set the reports period, then hit the Change columns under Rows/Columns.

5. Checkmark the Open Balance. You can also uncheck the Amount if you want to only show the open balance.

6. Select Run report.

Also, you can check this guide for more information on customizing your reports in QBO. 

Feel free to see this resource for more tips: Export your reports to Excel from QuickBooks Online.

Click the Reply button if you have further questions about customizing your reports. I'm always here to back you up.

Thank you, however that does not solve the problem. When I run that report and ask for the outstanding amount, it doesn't apply all of the payment; nor does it allow me to sort by class.

Thanks for posting here, @LizCPA,

You can try other reports in the program and see which does work for you. In the meantime, here is one reporting type you can try out, so you can include multiple filters.

Follow the steps below:

1. Go to the Reports menu and find Transaction Detail by Account.
2. Click the Customize icon on the report and go to the Filter section.
3. Select the name on the Customer drop-down or Invoice for the Transaction Type. Mark multiple transactions you want.
   
4. Mark the A/R Paid, Account, and Class filters.
   
5. Update the Report period and the Accounting method.
6. Lastly, click on Run report.
7. (Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.
   

I've attached a few resources to guide you with QuickBooks reports:

Customize your reports in QuickBooks Online.

How to Customize Reports: Basics, Sorting & Date Ranges.

Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance with reports when you need it. Have a great week ahead.