cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Welcome India customers to our Global Community, find the help you need and connect with other India QuickBooks users on our dedicated India Community pages.
Highlighted
Level 2

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

 
Solved
Best answer 3 weeks ago

Best Answers
Highlighted
Moderator

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

It's my pleasure to assist you today, mazenjaber.

 

By default, the Accounts receivable aging summary and Accounts receivable aging detail reports are set to be grouped by days past due. While the Open Invoices report is automatically grouped by customer. There isn't a way we can group these reports by class in QuickBooks Online (QBO).

 

You may consider running the following reports which help track your sales performance by class: 

  • Sales by Class Summary. This groups your total sales by class.
  • Sales by Class Detail. This groups your sales by class and additional information such as date, type, product or service, quantity, rate, amount, and balance.

To do that:

 

  1. Go to Reports.
  2. Enter Sales by Class Summary/Sales by Class Detail.
  3. Click the Customize button. Customize the information you want to show in the report.
  4. Hit Run report.

Find out more about the reports you can run by class in QBO: Run reports by class.

 

Here's an article made handy about modifying columns on the report: Customise and modify columns on reports.

 

Otherwise, you can export the report into a worksheet to get the sorting you need. I'll show you how to do it:

  1. Open the report.
  2. Click the Export icon.
  3. Select Export to Excel.
    1.PNG

To give you more information about exporting reports in QuickBooks Online (QBO), here's an article that you can refer to: Export your reports to Excel from QuickBooks Online.

 

It's important to meet our customer's needs and while we continue to work with future improvements, I want you to be updated with the latest QuickBooks news and product release through our QuickBooks blog.

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

View solution in original post

4 Comments
Highlighted
Moderator

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

It's my pleasure to assist you today, mazenjaber.

 

By default, the Accounts receivable aging summary and Accounts receivable aging detail reports are set to be grouped by days past due. While the Open Invoices report is automatically grouped by customer. There isn't a way we can group these reports by class in QuickBooks Online (QBO).

 

You may consider running the following reports which help track your sales performance by class: 

  • Sales by Class Summary. This groups your total sales by class.
  • Sales by Class Detail. This groups your sales by class and additional information such as date, type, product or service, quantity, rate, amount, and balance.

To do that:

 

  1. Go to Reports.
  2. Enter Sales by Class Summary/Sales by Class Detail.
  3. Click the Customize button. Customize the information you want to show in the report.
  4. Hit Run report.

Find out more about the reports you can run by class in QBO: Run reports by class.

 

Here's an article made handy about modifying columns on the report: Customise and modify columns on reports.

 

Otherwise, you can export the report into a worksheet to get the sorting you need. I'll show you how to do it:

  1. Open the report.
  2. Click the Export icon.
  3. Select Export to Excel.
    1.PNG

To give you more information about exporting reports in QuickBooks Online (QBO), here's an article that you can refer to: Export your reports to Excel from QuickBooks Online.

 

It's important to meet our customer's needs and while we continue to work with future improvements, I want you to be updated with the latest QuickBooks news and product release through our QuickBooks blog.

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

View solution in original post

Highlighted
Level 2

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

Thanks for your support

Highlighted
Level 2

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

Thanks but what if I go with location track, would I get also the same results?

Highlighted
Moderator

Dear team I would appreciate your support in creating AR summary / detail and open invoices reports by Class. It's critical for our business. Our version is QBO Plus

Welcome back, mazenjaber.

 

Location tracking shows the different stores while the Class tracks the different departments within the store. Depending on your business needs, you can either use Class, Location, or both.

 

For additional information about how classes and locations work in QBO, check out this article: Using Classes and Locations in QuickBooks Online.

 

The good thing with using the location as a tracker is that you can filter the Accounts receivable aging summary, Accounts receivable aging detail, and Open Invoices reports by location.

 

Here's how:

  1. Go to Reports.
  2. Enter Sales by Class Summary/Sales by Class Detail or Open Invoices.
  3. Click the Customize button. 
  4. Under Filter, check the box for Location. (Sample screenshot only).
  5. Click Run report.

You might also want to visit our QuickBooks Online learning guides for tutorials and webinars about the product.

 

Be sure to get back to me if you have additional queries. I'll be around to answer them for you. Have a good one.