Skip to main content
A
ALPOST6FINANCE
April 18, 2024
Question

Assigned Classes do not show up in Standard Reports

  • April 18, 2024
  • 1 reply
  • 0 views

I created 3 Classes for using in categorizing certain transactions (Event Revenue, Event Donations, Event Expenses). I run the standard Report "Sales Class Detail Report" and Filter on the 3 Event Classes above. The Event Revenue and Event Donations show up in the report but the Event Expenses do not.  I went back to my bank register and can see the transactions. I only have 3 Event Expense transactions. One is a check that was written and it has the "Event Expense" in the "Class" section. The other transaction is a split transaction made up of 2 individual transactions. The "Class" section is blank but when I edit the transaction I can see the two underlying transactions and they both have "Event Expenses" in the "Class" Section.  Whey won't any of the three transactions show up in the Detail report?

1 reply

MsNorthPND18
MsNorthPND18
April 18, 2024

I comprehend that you might have made 3 classes for use in categorizing specific transactions to run the Business Class Details Report in QuickBooks Online (QBO), @ALPOST6FINANCE. Allow me to assist you with explaining it to you.

 

The Expense Event Report won't show on the sales class details report since this is an expense. You want to run a different report for the expense report transaction. Also, you can show the transaction list by account, and you simply have to filter it by class. 

 

There are the steps that you want to be aware of of the most proficient method to show class reports:

 

Sales performance by class.

 

1 Go to Reports. Select the Standard tab. Then, at that point, run these reports: 

  • Deals by Class Detail 
  • Sales by Class Synopsis

 

Business spending by class.

 

  1. Go to Reports. Pick Expenses and suppliers to show the gathering of reports. 
  2. Select Purchases by Class Details. This gathers your purchases by class.

 

In addition, check out this article to learn how to get the most out of your financial reports: Customize reports in QuickBooks Online

 

If you have any questions or concerns on how to run sales and expense reports, please don’t hesitate to comment below. I'll here to answer your questions.

Terms & ConditionsAccessibility statement