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A
atrbsg
November 21, 2021
Question

Can I create a report in QBO like the desktop it is one class in QBO that includes many transactions arranged by date with the class balance after every transaction

  • November 21, 2021
  • 1 reply
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Can I create a report in QBO like the one I use in desktop it is one class out of many in QBO that includes many types of transactions that were done in many bank accounts and it is arranged in the order of the date with the actual balance of the class after every transaction so if the manager asks me how much money did this person have on a specific date i take one look and i can tell. or if he asks how much money does he have today i can tell and also if the person has given post dated checks it will show the later date with the balance Thank you so much

1 reply

G
GlinetteC
November 21, 2021

Yes, you can, atrbsg.

 

I'll be glad to walk you through the steps on how to get the report you need.

 

You can pull up the Sales by Class Detail report to show the information needed. Let me show you how:

 

  1. Go to the Reports menu.
  2. In the search field, type in sales and select Sales by Class Detail.
  3. Click the small Gear icon.
  4. Put a checkmark on Class, Balance, Account, and other info you wanted on the report.
  5. Select the Report period.
  6. Click Run report.

 

You can refer to this article for additional details: Run reports by class.

 

Need help customising your reports? You can check this article for guides and details on how.

 

Keep me posted if you have any additional concerns about reports or any other QuickBooks-related questions. I've got your back, @atrbsg.

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