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Is it possible to run a QB Online Transaction List report and filter by CLASS?
We have started using the CLASS feature when creating Invoices. This data will be useful for identifying different categories of Invoices and where our revenue is coming from. However, when I create a Transaction List Report to collect/export this data for later analysis, I do not see that it is possible to either DISPLAY or FILTER by Class.
Does QB Online have plans to update the TRANSACTION LIST reports to include "Class"?
Or, does the QB Community have suggestions for similar reports that can generate a list of Invoices with detailed data that includes Class?
Thank you for your assistance and guidance!
Thanks for reaching out to us, @kennedy442. I'm here to share some information to help you run a transaction list report with class in QuickBooks Online (QBO).
In QBO, there are some reports we can run to view a list of your invoices with a class column. These include the Transaction Detail by Account and Sales by Class Detail. Let me show you how:
Also, here's what it looks like when running the Sales by Class Detail report:
However, there's no possible option if you want to add a class column specifically to a transaction list report in QBO. That said, I recommend sending feedback or feature requests to our developers so they can review your suggestions and make some necessary adjustments in the next update.
Additionally, before exporting your reports to Excel, you'll want to personalize the appearance and layout of your class reports so you can add the info that matters most to your business.
Please know that you're always welcome to post a reply in this thread if you have any other questions concerning reports. I'll be here to assist you. Stay safe!
Thank you for the explanation Kevin.
This is not the information I was hoping for (neither of these reports provides a summarized list of Invoices by Class), so I'll submit a request for QB Developers to add CLASS to the Transaction Summary report.
Warm regards,
Jon
Hey @kennedy442
We have built a tool to add filters as per requirement for further analysis. If you have a use case, we can get on a call and you can use our tool.
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