Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

Hi there, @Tiv.

You can pull up the Transaction Detail report. This report normally shows all transactions by class. 

However, you can't pull up the totals by class using this report but you export the report Excel, so you can add and make changes to it. Just follow the steps below:

Here's how to pull up the report:

1. Go to the Reports menu.
2. Highlight Custom Reports.
3. Select Transaction Detail report.
4. Tap the Customize Report button and filter the necessary details.
5. Hit OK when done.

Then, we can now export the report to excel. I'll guide you how:

1. Click the Excel drop-down menu.
2. Select Create New Worksheet.
3. Select the Advanced button.
4. Check or uncheck the boxes under Excel Options to remove or add those features.
5. Click OK, then Export.

You can view this article for insights on how you can filter reports by class: Filter, sort, total reports by Class.

To learn more about the available reports in QuickBooks Desktop and on how to customize them, please see these links for reference: 

• Understand reports
• Customize reports in QuickBooks Desktop

Please feel free to add a comment if you need more help with QuickBooks. I'm just a post away. Take care and stay safe.

It helps, but it still doesn't list every transaction. There are a few transactions that won't let me post them to a class, but they didn't print out on the Transaction Report.

Point #5 is the above instructions is not an option. There is no "Class" in the Columns section.

How do you pull up a report that shows transactions by date and class?

Thanks!

I'll make sure you're able to pull up the class report you need in QuickBooks Desktop (QBDT), @Suzanne181.

You're already on the right track in pulling up the report that'll show transactions by date and class. You'll have to search Class in the Columns section to view the said option. Please access the Transaction List By Date report again from the Reports menu's Accountant & Taxes section. Then refer to the screenshot below for your reference in executing point #5 above.

Also, QBDT provides different reports that cater to your business needs. To know more about how QuickBooks generates reports and see the complete list of available ones, I encourage you to check out this article: Understand reports.

Then, to further guide you in creating and managing reports in QBDT, I'd recommend checking out this page: Reports Help Articles for QuickBooks Desktop. It includes topics about financial and sales reports and how you can customize and memorize them accordingly.

Please don't hesitate to let me know if you have other reporting concerns and questions about managing class transactions in QBDT. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @Suzanne181.

Thank you!! I am using QuickBooks Online and do not see that option.

Hello there, @Suzanne181.

The steps provided above by my colleagues are for QuickBooks Desktop (QBDT).

In QuickBooks Online (QBO), we have the Purchases by Class Detail which shows all your purchases grouped by class and Sales by Class Detail that shows your transactions grouped by class. 

To run the report, here's how:

1. In the left menu, click Reports. 
2. In the Search field, type in Purchases by Class Detail/Sales by Class Detail.
3. Set the Report period. 
4. In the Rows/columns section, choose Group by Class.
5. Click Run report.

To learn more about how to run a report, visit these articles:

• Run reports
• Customize your reports in QuickBooks Online

If you need further assistance in managing your account, leave me a comment below. It's always a pleasure to help you. Take care.