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newlorimccurdy
July 21, 2021
Question

Report by class

  • July 21, 2021
  • 3 replies
  • 46 views

I assign classes to all our expenses. I would like to be able to pull a report for my monthly credit card expenses that shows how which class each expense was coded to.  I can not seem to figure this out.  I need to see this broken down so I know the amount each class is responsible for, for that billing period.

3 replies

T
TirzahC
Level 4
July 21, 2021

Hi there, newlorimccurdy.

 

I'd be delighted to share some information about generating purchase by class detail reports in QuickBooks.

 

You can run the Purchases by Class Detail report and customize this. That way, you'll have the option to show each expense was coded to be associated with a specific class.

 

Here's how:

  1. Click the Reports menu on the left panel.
  2. Choose Purchases by Class Detail.
  3. Click the Customize button.
  4. Go to the Rows/Columns section and click the Change columns link.
  5. Checkmark the Vendor and Class boxes.
  6. From the Filter dropdown arrow, choose the Transaction type to credit card expenses.
  7. Hit Run report.

For additional information on how you can run a report by class, you can click this article: Run reports by class.

 

Feel free to leave a comment below if you have any other questions about customizing your reports in QuickBooks Online. I'm always around to lend a hand.

N
newlorimccurdyAuthor
August 16, 2021

Thank you providing this. However, my boss tried it and she said it is still not providing any information. Any tips?

    Rubielyn_J
    Rubielyn_J
    Level 8
    August 16, 2021

    Thanks for getting back to this thread, @newlorimccurdy. 

     

    Let me chime in and provide other ways to generate a report showing which class each expense is coded.

     

    We can run the Profit and Loss Detail report and add filters to show the information you need. Let me show you how:

     

    1. Sign in to your QuickBooks Online account.
    2. Choose the Reports menu at the left panel.
    3. In the Find report by name field, search for the Profit and Loss Detail report.

    4. Click the Customize button. 
    5. Select the Report period.
    6. Under the Rows/Columns section, make sure to click the box next to Class.

    7. Under Filter, choose the Distribution Account and select All Expenses Accounts.
    8. Once done, click Run report.

     

    For more information on basic things you can do to tailor your statement, please see this resource for your reference: Customize reports.

     

    In addition, I've attached some articles to help you manage data in your account:

     

     

    Feel at ease to comment down below if you have other questions about pulling up reports in QuickBooks. I'll be happy to assist you again. Keep safe and enjoy the rest of the day.

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