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Senior Explorer *

Reporting by Accounts x Classes

When I started using QBO I created several categories (Accounts) so we could have detailed information about our expenses.

After a few months using it, we realized it would've been better to transform part of the categories into classes (like departments).

 

I created a few classes and sub-classes, but I can't find a report that suits my needs.

 

I'd like to have the rows as the categories x classes as columns. Sort of a TABLE report.

Is it even possible?

All I can find is grouping by Accounts OR by Classes... I want to be able to see my expenses by classes, grouped by accounts... if possible, all classes in the same report, so I can have a broad view of the whole enterprise.

 

Any ideas?

Solved
Best answer 06-05-2019

Accepted Solutions
QuickBooks Team

Re: Reporting by Accounts x Classes

Hello there, jkscatena.

 

I'm glad you reached out to us. Let me help run your desired report in QuickBooks Online (QBO).

 

Right now, the nearest report that we can pull up is the Profit and Loss by Class. Since the report is already designed to group by Class, you'll just have to filter the accounts to All Expenses.

 

Below are the steps on how to do it:

  1. Click Reports from the left menu.
  2. Enter Profit and Loss by Class report from the search bar.
  3. Click Customize.
  4. Choose Filter.
  5. Check the box for Distribution Account and select All Expenses Accounts.
  6. Click Run Report.

In case  you'd like to learn  more about customizing reports in QuickBooks, here's a great article that  you can refer: How to customize reports.

 

Fill me in if you have other questions about QuickBooks reports. I'd be more than happy to answer them for you.

2 Comments
Senior Explorer *

Re: Reporting by Accounts x Classes

Seems like I didn't look deep enough!

The Profit & Loss by Class seems to be a starting point for my report...

 

But if anyone has better ideas, I'm happy to hear about it!

QuickBooks Team

Re: Reporting by Accounts x Classes

Hello there, jkscatena.

 

I'm glad you reached out to us. Let me help run your desired report in QuickBooks Online (QBO).

 

Right now, the nearest report that we can pull up is the Profit and Loss by Class. Since the report is already designed to group by Class, you'll just have to filter the accounts to All Expenses.

 

Below are the steps on how to do it:

  1. Click Reports from the left menu.
  2. Enter Profit and Loss by Class report from the search bar.
  3. Click Customize.
  4. Choose Filter.
  5. Check the box for Distribution Account and select All Expenses Accounts.
  6. Click Run Report.

In case  you'd like to learn  more about customizing reports in QuickBooks, here's a great article that  you can refer: How to customize reports.

 

Fill me in if you have other questions about QuickBooks reports. I'd be more than happy to answer them for you.

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