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March 9, 2022
Question

How do I see the activity with a class?

  • March 9, 2022
  • 1 reply
  • 0 views
I need to tract the activity of transactions in and out within a "class" but can't seem to drill into it?

1 reply

March 9, 2022

Hello there, @nicola-harkin.

 

I can guide you on which report you can pull up to keep track of transactions with classes.

 

If you'd like to assign classes to transactions in QuickBooks Online, check out this guide: Track your transactions by class.

 

On the other hand, if you'd like to run and manage transaction reports by class, I suggest accessing the Transaction Detail by Account report and checking the Class box from the Filter settings. I'm gonna show you how:

 

  1. Click on the Report menu.
  2. Look for the Transaction Detail by Account from the search field then open it.
  3. Enter all necessary information.
  4. From the report, select the Gear icon.
  5. Put a checkmark for Class.
  6. Refresh the page to display class on the report.

 

For more information on how you can handle class tracking in QBO, read these:

 

 

I'm always ready to assist further if you need anything else regarding this or QuickBooks in general. Just reply to this thread. Stay safe!