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Impressionism
November 7, 2023
Question

Class P&L Report not showing all P&L

  • November 7, 2023
  • 1 reply
  • 0 views

I started a new Class. I am trying to run a report for that new class, but almost all of the activity is missing from that report. They show in deposits, and are attributed to the correct class. 

To complicate things more, when I was trying to create and set up the new class initially, I got turned around and ended up making new accounts instead of fee items. I'm not sure if that is part of the problem. I tried to inactivate on of the fee items, and it didn't show any difference in the report I ran. 

 

So now I have no information, two accounts that don't need to be in my chart of accounts, and no idea of where to go from here. The trouble-shooting pages have not helped.

1 reply

J
Jelayca V
November 7, 2023

Thank you for reaching out to us, @Impressionism. Rest assured that I am here to help you resolve this issue.

 

Firstly, it seems that you have created some new accounts instead of setting up a new class. This could be the reason why the report does not show all the activities or transactions linked to your class. Therefore, you need to review your deposits and verify if they are posted to the correct account, category, and class to ensure that everything is accurately recorded.

 

Furthermore, double-check the dates, accounting method, and other filters in your Profit and Loss by Class Report because that could hinder you from seeing the transactions associated with a class.

 

We suggest reviewing the setup for those mentioned reasons, and we would greatly appreciate it if you could clarify why you ended up setting up an account in the Chart of Accounts (COA) to service fee items instead of creating a class. This way, we can pinpoint the cause and provide a resolution for this issue.

 

Regarding the account that was created incorrectly in your COA, you can make it inactive if you don't plan to use it anymore. QuickBooks makes accounts inactive instead of deleting them so that you can access past transaction data for reporting purposes.

 

However, if everything has been checked and the issue persists, please provide us with more details, preferably a screenshot or a flow of the steps you've taken to add the class. So we can guide you with the accurate help you need.

 

You can visit this article for more details and information regarding running reports by class in QuickBooks Online (QBO), you can refer to this QuickBooks article (QBO): Run reports by class in QuickBooks Online

 

Just in case you want to customize and memorize your reports in QBO, you can check out these articles for more guidance:

 

 

Please don't hesitate to reach out to us if you have any further inquiries about reports in QBO. I'll be happy to help. Have a good one!

 

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