Reports

Hello there, @LucyM1. 

I'm here to provide information about running a report for financial activities by class with transfer totals between classes in QuickBooks Online (QBO).

Running a single report that shows the Transfer totals between classes is unavailable in QBO. However, since you want to run your financial activities, there are three reports that you can use to get the information you need. 

First is the Statement of Cash Flows report, which holds all your financial activities, especially the money ins and outs from sales and expenses for a certain period. Next is the Profit and Loss by Class report, where you can view all your class-related details with their total amounts. Lastly, the Balance Sheet Detail report shows a detailed view of what you own (assets), what you owe (liabilities), and what you invest (equity).

I'll write down the steps for you so you can run and customize them easily in the program:

1. Go to the Reports menu, then look for the report name in the Find report by name field.
2. Select the Report period and the Accounting method.
3. Click the Customize button.
4. Select the Class option in the Filter section, and then choose the classes to include in the report or click (Select All).
5. Once done, click Run Report.
   
   

You can also click any amounts on the Profit and Loss by Class report to view all transactions related to this amount. You may refer to this image:

Moreover, you can save these articles for future use if you want to manage your reports in QuickBooks Online. 

• Run, print, email, and export reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

I'll be around the clock if you have other questions about financial reports in QuickBooks Online. Feel free to comment below, and I'll get back to you to sort it out. Have a great day!

Hi LucyM1, 

Hope you’re doing great. I wanted to see how everything is going about running a report for financial activities by class with transfer totals between classes you had last Friday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at 6anytime. 

Looking forward to your reply. Have a pleasant day ahead!