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February 11, 2020
Question

How do I customize the "class quickreport" with respect to date(s) and alphabetically?

  • February 11, 2020
  • 1 reply
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1 reply

February 11, 2020

Hi rita-felice,

 

I'm glad you're taking full advantage of the classes function, and the many benefits it offers for enhanced categorization of your transactions. To give you full control of your books, QuickBooks Online integrates this advanced tracking into many reports so you can easily compare your various classes. I'll be happy to assist you regarding the customization options available.

 

The Class Quickreport is a handy report allowing you to easily see a transaction list by class. It's designed to be a quick and light-weight overview of your company, but it's packed with QuickBooks Online's incredible customization features. By default, this is focused on a single class with the option to display more if required. Once you have the report open, simply click the Class X at the top of the report to delete the filter or click Customize for advanced options. The Group by option will display named elements alphabetically based on the specified Report period.

 

Check out this great article for more info: Run reports by class

 

Let me know how this goes!