QBO Custom Report

Hello there, @Accounting4050. 

Let me provide the details on how to generate the report that you need.

You can run the Sales by Class Detail report or the Profit and Loss by Class report in QuickBooks Online (QBO) on a cash basis, which will also show expenses. Here’s how you can do it:

1. Sign in to QuickBooks Online.
2. Navigate to Reports
3. Click on the Reports tab in the left-hand menu.
4. Search for Sales by Class Detail:
5. Customize the Report:
   • Click on the Customize button.
   • Under the Report period, set your desired date range.
   • In the Display columns by section, ensure you select Class.
6. Change to Cash Basis:
7. Run the Report:

Using these reports, you can effectively analyze your sales and expenses by class on a cash basis. 

Moreover, if you want to gain deeper insights into the performance of your business, you can check out these articles. These include steps to personalize your reports. 

• Customize report.
• Reports you can run based on your subscription.

I'm always here to help you out. Should you need any further assistance running reports, don't hesitate to reach out and reply.

While this report groups by Class, it lists each time entry.  I don't want each time entry. Additionally, it does not give me the client's  name.

I need a report that groups by class and lists each client and invoice total:

CLASS1

  8/1/24  John Doe   Atty Fees   Legal Fee Income  CLASS1   $    500

  9/1/24   Jane Doe  Atty Fees    Undeposited Funds CLASS1 $    500

       total CLASS1                                                                       $1,000

Hello there, @Accounting4050-2020.

You're in the perfect spot to get help with your question about generating custom reports in QuickBooks Online (QBO).

Accessing the Sales by Class Detail report, you can view the list of each client and their invoice total and display the customer's column. Since the report is already grouped by class, adding a class column is not required, which is why it's grayed out. To do this, you can run a Sales by Class Detail report and customize it according to your preferences. Let me guide you on how:

1. At the left navigation panel, go to Reports.
2. In the search field type Sales by Class Detail.
3. To customize the report, click the Columns and tick the box such as Date, Customer, Transaction type, Product/Service full name, Memo/Description, Qty, and Amount.
4. Then Run report.

Here's a photo as a reference:

Furthermore, you can check out these articles to learn more about getting the most out of your financial reports, how to run basic reports, and download your data from QuickBooks Online:

• Customize reports in QuickBooks Online
• Run reports in QuickBooks Online
• Export reports, lists, and other data from QuickBooks Online

I'll be here to provide more assistance with handling your reports in QuickBooks Online. Have a pleasant day, @Accounting4050-2020. Keep safe!