Understanding Classes and Reporting

Happy Thanksgiving to you and your family, @CHRfreeIST.

You're in the right place to share your concern about running a report that would show relevant records from a class. You can run a QuickReport from your class list to view the units and departments activities involved with an event.

Please take note that the default filter is for All Income/Expense accounts. If your records are associated with Balance Sheet accounts, they won't show up. You'll want to remove the Account filter, and then you'll see all the related transactions to a class.

To view the non-posting transactions like purchase orders and estimates, make sure to toggle the Posting Status filter to Either.

Here's how to run a Class QuickReport:

1. Go to the Lists menu and then select Class List.
2. Click the Reports button, then choose QuickReport for a specific class.
3. Select the Customize Report button.
4. Go to Filters, then go to Current Filter Choices frame.
5. Click the Account filter and then hit the Remove Selected Filter button.
   
6. Select the Class filter, click Multiple classes.
   
7. Check the classes that you want to include, hit OK.
   
8. In the Search filters field, type posting, next tick Either.
   
9. Select the Display tab to adjust the Dates and then add the columns Debit and Credit by checking it.
10. Click OK.
     

You'll now have a closer look at your class report.

Additionally, I've held these articles that'll help you know more about running and managing reports in QuickBooks:

• Understand Reports
• Set report Preferences
• Create, Access, and Modify Memorized Reports

You can always come by and post a comment if you have other concerns with running class or any specified reports. I'm willing to help you now and then. Take care and happy Thanksgiving!

Is there a way to get the name of the class to show up on the Report itself so you know which class you are viewing?

Is there a way to get the name of the class to show up on the report itself?

Yes, there is, @j_bonach.

 
You can refer to steps 1 and 2 shared by my colleague to generate a report for a specific class. 

Additionally, you can also customize it to add a class column. I'll show you how.

1. From the report page, clickCustomize Report.
2. In the Display tab, type in and select Class under the COLUMNS field.
3. Click OK once done. 

In case you want to access your report outside QuickBooks, you can utilize this article that can walk you through the process: Export reports as Excel workbooks in QuickBooks Desktop.

Need more help modifying your reports or managing your classes? Please don't hesitate to tag me in your reply. I'll be more than happy to assist you anytime. Have a good one!

Thank you for your help!  Is there a way to get the "class name" into the header of the report?

Hi there, j_bonach.
 

You can customize your report's header by clicking Customize Report, then accessing the Header/Footer tab. Next, you'll need to choose which field you'd like to enter the class name in. Your available fields will be displayed in the SHOW HEADER INFORMATION section. When you're finished, select OK to save your changes.
 

I've included an image showing how it works:

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful day!

Is there an automated way to report only active classes?  

I currently use classes as a way to track deposits retained from clients in order to pay vendors.  Once the vendor is paid the "deposit" then the class is zero'd out, and I no longer need the report to show the project name with that class.

Thank you,

Thanks for joining this thread, Mike.

Currently, showing active classes automatically in a report is unavailable in QuickBooks Desktop (QBDT).

As a workaround, you can run the report that shows the deposit. Then, add the Class column by customizing it. Once done, memorize the report customization.

Here's how:

1. Go to Reports.
2. Select the kind of report you want to run.
3. Click the Customize Report.
4. Go to Columns and search Class to include it.
5. Then, move your mouse to the Filters tab.
6. Type Class in the provided field and click it.
7. Click the Class dropdown and select what class you want to show. All transactions under that class you choose will show on the report. Then, OK.
8. Once the data shows correctly, select Memorize above.
9. Enter the name you want for the memorized report. Select where to share this report. Then, click OK to save.

The next time you pull up this kind of report, you can go to the Memorized Reports tab and click it. You can change the date range and the class you want to view if necessary.

To learn more about memorizing reports in QBDT, you can read this article: Create, access, and modify memorized reports.

For future reference, if you have multiple company files and want to learn how to view them in one financial report, check out this article: Combine reports from multiple company files.

Feel free to return here if you have additional questions about managing your transactions under a specific class in QBDT. We'll be willing to help. Take care, and have a good day.