Quotes Report Filtered by Class

paulofuertes · ‎February 01, 2023

Just quite a simple question for quickbooks online:

I added the Class option to be available for whole transaction.

Is there a way to LIST all the quotes and FILTER by CLASS in a report?

The reason for this is simple: im using the quotes with a custom template "proforma invoice" so to track the proformas I want to use the classes, however the report to track this is being a pain.

Yes, it sounds easy however THERE IS NO OPTION IN THE REPORTS TO SELECT -class- groupby or filter.

Thanks

DHeraV · ‎February 01, 2023

Hi there, paulo.

I can see that it's a duplicate post. My colleague Maybelle_S has posted their answer to your concern about filtering your report by class.

You can view their answer and post your reply through this link so we'll be able to assist you further: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/quotes-filter-by-class/01/1...

The QuickBooks Community team always has your back if you require further assistance with managing your QuickBooks account. Have a great day ahead!

paulofuertes · ‎February 02, 2023

What I can see comparing features quickbooks online global VS qb online us/desktop is that developers are not paying attention to all features that could, for sure, bring more customer base to global version.

Not only this simple feature (which is just adding CLASS to groupby/filter to all possible options), but others like USERS having more specific restrictions (like US version)

So yes, your company always say to send developers feedback, yet they never work on it and/or do not care - at all.