Transaction List Reports - Filter by CLASS?

Thanks for reaching out to us, @kennedy442. I'm here to share some information to help you run a transaction list report with class in QuickBooks Online (QBO).

In QBO, there are some reports we can run to view a list of your invoices with a class column. These include the Transaction Detail by Account and Sales by Class Detail. Let me show you how:

1. Go to the Reports menu.
2. In the search field, you can enter and click on Transaction Detail by Account.
3. Select the date range from the Report period and correct Accounting method.
4. In the upper-right corner, click Customize button.
5. Tap the Change columns link, then place a checkmark next to the Class column.
6. Scroll down, then click the Filter drop-down.
7. From the Transaction Type drop-down, place a checkmark next to Invoices.
   
8. Choose Run report.
   

Also, here's what it looks like when running the Sales by Class Detail report:

However, there's no possible option if you want to add a class column specifically to a transaction list report in QBO. That said, I recommend sending feedback or feature requests to our developers so they can review your suggestions and make some necessary adjustments in the next update.

Additionally, before exporting your reports to Excel, you'll want to personalize the appearance and layout of your class reports so you can add the info that matters most to your business.

Please know that you're always welcome to post a reply in this thread if you have any other questions concerning reports. I'll be here to assist you. Stay safe!

Thank you for the explanation Kevin. 

This is not the information I was hoping for (neither of these reports provides a summarized list of Invoices by Class), so I'll submit a request for QB Developers to add CLASS to the Transaction Summary report. 

Warm regards,

Jon

Hey @kennedy442 

We have built a tool to add filters as per requirement for further analysis. If you have a use case, we can get on a call and you can use our tool.