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L
Lyne1
April 18, 2024
Question

Can I get report that would show me the total by Class?

  • April 18, 2024
  • 1 reply
  • 0 views
I have a client who is a law firm and I keep track of each client's disbursements using "Classes". I am trying to find a report that would show me the list of all clients/classes and the total disbursements for each.

1 reply

J
JamesM4
April 18, 2024

Hello Lyne1,

 

Glad to have you connect with us again. QuickBooks offers a variety of reports that help you streamline your work with ease. I'll be happy to share more info so you can continue to do the things you enjoy. 

 

The closest report that provides the info you've described is the Sales by Class Detail report or the Sales by Class Summary. I recommend running these reports and filtering it so it shows the total of the class in question. Here's a helpful article that shows you how to: Customize reports in QuickBooks Online. 

 

I also encourage you to check out this article here that goes over the: Reports included in your QuickBooks Online subscription. Let me know if this info helps. I'll be one message away in case you additional further assistance. 

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