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cosmicvacations
September 17, 2024
Question

How do I run a report of transactions/expenses filtered by class

  • September 17, 2024
  • 1 reply
  • 0 views

I have rental properties.  Per quickbooks suggested workflow, I've created a separate class for each property, and each transaction has a class attached to it (the class is just the name of the property).

 

I want to do something very very very very simple.  I want to be able to pull up a report of all of my expenses or all of my transactions for a specific class (property).

 

However, I cannot for the life of me figure out how to do this.  There is no report available for transactions or expenses that will let me filter by class.  There is "purchases by class" but apparently "purchases" are different than transactions or expenses and that report just returns no results (even though I have hundreds of transactions).

 

I just spent an hour with a chat support agent and they could not figure it out.  We literally sat there screen sharing while they poked through basically every report available and couldn't find it.

 

How is this simple and fundamental task supposed to be done?

    1 reply

    R
    RoseJillB
    September 18, 2024
    I got you a report that displays your transactions by class in QuickBooks Online (QBO), @cosmicvacations.
     
    In QuickBooks, there's no specific report that only shows the expense transactions by class. However, we can run the Transaction List by Account and customize it to filter specific classes and add displays. I'll show you how:
     
    1. Go to the Report menu and search the Transaction Detail by Account report from the search bar.
    2. In the report window, click the Customize button to personalize the data.
    3. Select a Report period, and enable the Class columns under the Rows/Columns section.
    4. From the Filter dropdown, mark check the Class box and choose from the selection what classes to filter.
    5. To show the specific transactions, mark check the Transaction Type and tick mark all transactions you want in the report.
    6. Once set, click Run Report.

     

    Furthermore, you can export your reports to get a copy of them or use them outside QuickBooks. You can refer to the complete guidelines in this article: Export your reports to Excel from QuickBooks Online.
     
    Let me know if you need additional help managing your reports or even transactions from your company file. I'm always around to lend a hand for help. Have a good one!
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