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Tiv
Level 2

Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

We are currently using QB Premier Plus Edition 2021. We're a home leasing company. For tracking purposes, I have each address as its own class, and each GL expense has a sub-expense for the house. For instance, the main GL account would be Repairs and Maintenance, then under than, I'd have an entry for each house's address. I would enter the expense, then choose the class that was the house's address.

 

I've just learned that not all transactions have the option of posting it to a Class. I just ran the Profit and Loss by Class report, and all of the expenses did not appear on the report or the totals. After doing some research, I found that some of the transactions don't have the Class field listed, and it's not a field you can choose to show on the screen. I need to be able to trace all the expenses for each house which is why I chose to use Class. Is there a report that allows that? Is there a way to make sure that there is a Class field on each type of transaction?

 

To note: since we're a leasing company, we're not using the purchase order option. Our expenses are non-inventory. They're all miscellaneous expenses.

Solved
Best answer February 15, 2021

Best Answers
JonpriL
Moderator

Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

Hello @Tiv,

 

Let's pull up and customize your other reports listing the transactions you need which you haven't posted a class with. Let me show you how.

  1. Go to Reports.
  2. Under Accountant & Taxes, select Transaction List By Date.
  3. Select Customize Report.
  4. On the REPORT DATE RANGE section, select the appropriate dates of your transactions.
  5. Below the COLUMNS section, make sure to put a checkmark on the Class selection.
  6. Click OK.

Once done, you can go ahead and export your report so you can start printing the list of your transactions. To export, you can check this article for the steps: How to easily export reports to Excel from QuickBooks Desktop?

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

View solution in original post

3 Comments 3
Joesem M
QuickBooks Team

Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

Hi there, @Tiv.

 

You can pull up the Transaction Detail report. This report normally shows all transactions by class. 

 

However, you can't pull up the totals by class using this report but you export the report Excel, so you can add and make changes to it. Just follow the steps below:

 

Here's how to pull up the report:

 

  1. Go to the Reports menu.
  2. Highlight Custom Reports.
  3. Select Transaction Detail report.
  4. Tap the Customize Report button and filter the necessary details.
  5. Hit OK when done.

 

Then, we can now export the report to excel. I'll guide you how:

 

  1. Click the Excel drop-down menu.
  2. Select Create New Worksheet.
  3. Select the Advanced button.
  4. Check or uncheck the boxes under Excel Options to remove or add those features.
  5. Click OK, then Export.

 

You can view this article for insights on how you can filter reports by class: Filter, sort, total reports by Class.

 

To learn more about the available reports in QuickBooks Desktop and on how to customize them, please see these links for reference: 

 

 

Please feel free to add a comment if you need more help with QuickBooks. I'm just a post away. Take care and stay safe.

Tiv
Level 2

Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

It helps, but it still doesn't list every transaction. There are a few transactions that won't let me post them to a class, but they didn't print out on the Transaction Report.

JonpriL
Moderator

Where can I find a report that lets me print all transactions sorted by Class in QB Premier Plus Edition 2021?

Hello @Tiv,

 

Let's pull up and customize your other reports listing the transactions you need which you haven't posted a class with. Let me show you how.

  1. Go to Reports.
  2. Under Accountant & Taxes, select Transaction List By Date.
  3. Select Customize Report.
  4. On the REPORT DATE RANGE section, select the appropriate dates of your transactions.
  5. Below the COLUMNS section, make sure to put a checkmark on the Class selection.
  6. Click OK.

Once done, you can go ahead and export your report so you can start printing the list of your transactions. To export, you can check this article for the steps: How to easily export reports to Excel from QuickBooks Desktop?

 

On top of that, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

View solution in original post

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