Report by class

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.

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

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:

• Memorize reports in QuickBooks Online
• Popular custom reports in QuickBooks Online

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.