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Joyce4Camp
Level 1

Two Separate Class items on a report

Good morning,

 

I have two classes that I would like to show on a report; however, when I am filtering my selection, I am finding I can only select the one. For Example:

 

Class Title One

Class Title Two

 - Sub Class Title A

 - Sub Class Title B

Class Title Three

 

Can I run or memorize a report that included "Class Title One" and "Class Title Three" only? Or is it per Class only? I am using 2021 QBD. 

 

Thank you so much.

 

By His Grace,

Joyce 

1 Comment 1
MadelynC
Moderator

Two Separate Class items on a report

Good day, @Joyce4Camp.


Thanks for reaching out to the Community for assistance. Let me provide you information about running reports with class details.

 

QuickBooks Desktop reports offer a variety of customization. What specific report did you run that only allows you to select one class?


As long the classes are selected when you created the transactions, it should be included under the class column. Here’s how:

 

  1. Select the Reports menu, then Report Center.
  2. Enter the Class on the Search field.
  3. Locate Sales by Item Detail with Classes (example), then run.
  4. You can click the Customize Report button if necessary.
    Capture.PNG

 

On the other hand, if you’re referring to a separate column, you’ll want to run the Sales by Class and Item Type report. I’ve attached a screenshot for your visual reference:
Capture.PNG


You can also generate a Transaction List by Customer report to display the classes you used when creating an event in QuickBooks. Just make sure the Class is marked under Columns in the Customize Report.

 

Also, here’s an article that will help you with memorizing reports in QBDT. It contains complete instructions to set preferences and how to create and modify them.


Please drop a comment below if you mean something else. I’m always here to guide you. Have a great day ahead.

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