Thanks for joining the thread, Proflutzy.
If you are referring to running the Profit and Loss by class with monthly net income for each month, then that option is unavailable in QuickBooks Online (QBO). However, we can run the Profit and Loss by Class in QuickBooks Online (QBO) Plus and Advanced version and export them to Excel. From there, you can calculate and add each class's net income for each specific month by hand.
Before running the report, let's make sure we turn on the class tracking feature. Let me guide you on how:
- Go to Reports on the left menu.
- Enter Profit and Loss by Class in the search field.
- Click the Customize button.
- Under Filter, choose Class.
- Tap the Class drop-down and choose the parent's class or classes.
- Press Run report.
- At the top of the report, select the Export icon. Then select Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
You can check out this article for the steps and details: Export your reports to Excel from QuickBooks Online. For more details about running reports by class, refer to this article: Run reports by class in QuickBooks Online. To learn more about utilizing classes in the program, check out these guides:
These resources will guide you through personalizing reports and saving their current customization:
If you ever come across any more concerns or ideas about managing your financial reports, you're always welcome to reach out. I'm here to help you and address any questions you may have.
