I'm trying to see a breakdown by client and class from transactions from last year

Hi there, @mtyrone. I know how important this is for you to see a breakdown of last year's transactions by client and class. I'm here to share some details with you.

Since you're using QuickBooks Online App, the option to pull up a transaction report is unavailable. The reports available are the Profit & Loss and Balance Sheet report.

Please check out this article for the features available in QuickBooks Online App: Compare mobile app features.

However, if you still want to pull up a transaction report, you can open your QuickBooks Online account on the web. I'll show you how:

1. Go to the Reports page.
2. Locate and open the report you want to pull up.
3. Then, click Customize to personalize the report. You can apply multiple filters to customize your report.

You can refer to the following articles for more details:

• Run reports in QuickBooks Online
• Run reports by class
• Customize reports in QuickBooks Online
  
  

Additionally, if you want to save its current customization settings. It will serve as your record and help you quickly access it for future use. Here's an article for you: Memorize reports in QuickBooks Online.

Furthermore, you can also export all your QuickBooks transaction data and transfer it to an excel file.

Please don't hesitate to post a reply if you need more help managing your reports or clarification about the features in QuickBooks Online App. I'll get back to you as soon as possible. Stay safe!