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quickmayo1
July 3, 2024
Question

Bill amount Discrepancy When running Quickreports

  • July 3, 2024
  • 1 reply
  • 0 views

Hi,

 

I was looking through some of the quick reports for my classes and noticed that the amount shown on the quick report isn't equal to the amount paid for the transaction/bills. I have an example below. As you can see, The bill on 02/08/2024 is $4,776.04 and when you double click on the bill for more details, you see that the actual paid amount is $5,192.35. What is causing this discrepancy and how can I fix it?

 

Thanks in advance.

 

 

 

1 reply

I
IrizA
July 3, 2024

I'm here to share the cause of the discrepancy in your Class QuickReport, quickmayo. Allow me to help you fix this.

 

You can assign classes to transactions on a per-item basis or for the entire transaction in QuickBooks. If you choose to assign a class to each item, you'll want to ensure assigning the same class to other transactions as well. This way, when you run a QuickReport, it will include all relevant data.

 

Here's how:

 

  1. Go to the Gear icon and press All Lists.
  2. Choose Classes.
  3. Find the name of the transaction, then click the Run report.
  4. Within the report, click the Bill to view the full details.
  5. Assign a class to each line item by clicking the Class dropdown, then choose the same class that we're assigned to the other line item.
  6. Once done, press Save and close.

 

You can also access this article to learn more about classes: Create and manage classes in QuickBooks Online.

 

Furthermore, you can also print your report if you want to use it outside QBO.

 

I'm still here to back you up if you have more questions about QuickReports or Classes. Feel free to let me know in the comment section.

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