Question

Is it possible to create a group of classes to run reports? We have hundreds of classes (properties), e.g. a group for "Rentals"

Forum|Forum|3 years ago
September 22, 2022
2 replies
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We could create a report and manually scroll through the list of classes and select the relevant classes, but that is not practical. Ideally we would have a group that a class could be assigned to. or if we could have text based filter, for example, include all class names that include the word "rental" and then click "Select All" for the result of that filter? Or more a more technical solution could be to create a memorized report and then use the API to add / remove classes from that memorized report? Thanks!

QuickBooks Online

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GebelAlainaM

Hello there, @mboonzaayer. I understand the importance of keeping track of your transactions accurately. I'm here to help you.

When you create a group of classes in QuickBooks Online, we can utilize the parent class and name it "Rentals" then, you can add sub-classes under that parent class. To do so, here's how:

Go to the Gear icon and select All Lists.
Select Classes.
Click New then, name it Rentals or anything according to your preference.
To add a sub-class, tick the Is a sub-class option and select the main class. You can nest up to five classes.
Then click Save.

However, if you already created the classes you can Edit this to group them under a parent class. You can simply click the dropdown arrow under the Action column. This way, they will be added to the parent class.

You can also refer to the following articles for more details:

If you want to pull up reports to check sales, expenses, or profitability by business segment. You may check out the different reports by class in this article: Run reports by class and filter them. I'll show you how.

Go to the Reports page.
Locate and open your preferred class report.
Select Customize then, on the General dropdown set the appropriate reporting date.
From the Filter section, choose Class and on the dropdown arrow select the parent class.
Then, select Run report to make changes.

Here's an article for additional details: Customize reports in QuickBooks Online.

On the other hand, regarding utilizing an API, I suggest reaching out to our Product Developer through their Community forum. This is the place where developers, engage with others to discuss programming concerns. You can post your questions there. This way, our developers can provide you with ways and tips about the integration process.

Here's how:

Go to this website: Intuit Developer Support.
Choose QuickBooks Online under What do you need help with?
Select Ask a Question.
Log into your existing Intuit Developer Account or create a new one.
Enter your concern.
Then click Ask.

I've also added this article for future reference: Reconcile an account in QuickBooks Online.

Visit us again if you have clarification about the process or any other QuickBooks-related concerns. Have a good one!

M

mboonzaayerAuthor

Thank you for the response. Unfortunately your proposed solution will not work for us. We already utilize the class hierarchy to define the ownership of each property. So the parent of each class is the LLC that owns that property. That cannot be changed as it is of primary necessity to be able to group the property by ownership for filing tax returns. Thus my question to be able to find other ways to group properties.

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Giovann_G

Hi there, mboonzaayer.

I know how important it is to create a group of classes when running reports. This option should save you a lot of time since this makes it much easier for you to manage hundreds of classes.

Creating a group of classes for your reports isn't possible. As a workaround, you can create a sub-class or run the report by class and filter it to include only the classes you want on your report as my colleague provided above.

You may also consider Fiat's suggestion to look for a third-party application that allows you to create a group of classes. Click the Apps menu or use this link to find one: QuickBooks Apps.

I've also included this article to help you export your report to Excel for more customization options in QuickBooks Online: Export your reports to Excel from QuickBooks Online.

You're always welcome to post again if you need further assistance in QuickBooks. We're available to help you at any time.