Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowIt seems that I put class on a invoice, however I can't get all of the classes to filter on a P and L. For instance I'll have a invoice the has the class "parts only" and one will show up on the P and L when I filter on "class" but next will not. For example the Klein steel invoice (Class PM) below has a class on the invoice, but is showing up blank on the report:
Thanks for sharing the details with us, jth21usa1.
I understand the need to pull up the classes assigned to invoices using the Profit & Loss report. With this, I have some information and troubleshooting steps to address this matter.
Each transaction consists of a header and a detail portion, except for journal entries. Classes are attached to the detail portion of the transactions, not the header accounts. Therefore, bank accounts, loan accounts, and all header types of accounts cannot be linked to a class on the reports. On an invoice, the accounts receivable (A/R) is considered the header, and the income account linked to the product or service is the detail.
Let's review the transaction to check if there are classes appointed. If you've confirmed and it's still missing on the report, your data might be damaged. We can fix this by verifying and rebuilding data. Just make sure to back up your data first before proceeding.
Verify Data:
Rebuild Data:
To learn more about running reports, visit this link: Understand reports. It contains information to customize, memorize, and schedule reports in the program.
These resources will help you learn more about classes:
I'm always available if you need further help handling financial reports. You can also notify me of other QuickBooks concerns. Have a productive day ahead.
Run the Verify/Rebuild Data utility. Did you encounter any issue?
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here