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Account management
Hello there, @mboonzaayer.
Let me help you run a report in QBO that shows all transactions with the location "A" and class "Class 1" or any of its sub-classes.
To start, you'll have to filter and add the location and class then group the transactions by location to label the transactions. I also suggest adjusting the report period as it could be the reason why only a few sub-classes are shown in the report.
Here's how:
- Go to Reports, and type in the search field Transaction Detail by account.
- Switch to classic view.
- Select Customize, and Filter the Report period.
- In the group by section, select Location.
- Select Filter, and then add the class and location.
- Click Run report.
For future reference, you can check this article to guide you on how to download your data from QBO: Export reports, lists, and other data from QBO.
Don't hesitate to leave a comment below if you have follow-up questions about the Transaction Detail by account or other QBO-related concerns. I will answer them in any possible way.