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October 3, 2024
Question

ITEM EXPORT

  • October 3, 2024
  • 1 reply
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I am trying to export all items to excel, and this report does not include the class.  How do i add this to the export report?

1 reply

October 3, 2024

Let me assist you in customizing your report so it includes a Class column, Brita2.

 

In QuickBooks Desktop, class tracking lets you track items for different uses. By adding a class column to your report, you can obtain valuable insights of how different sections of your business are performing. I'll guide you on how to do this.

 

Before anything else, it would be helpful to know which report you ran. This way, I can provide a more specific response to your concern. Also, make sure you turned on Class tracking for QuickBooks, and then have it set to be assigned on Items.

 

In the meantime, let's generate an Item Listing report together with a Class column. To do that, follow the steps below:

 

  1. On the top menu, go to Reports.
  2. Hover on Lists, then select Item Listing.
  3. Click Customize Report.
  4. On the Display tab, search for the Class column and tick it.
  5. Hit OK.

 

Once done, follow these steps to export the report.

 

  1. On the report's window, go to the top menu. Then, navigate to the Excel dropdown menu.
  2. Select Create New Worksheet.
  3. Save the file your device.

 

For more detailed guidance on the topic above, please feel free to check out these helpful resources:

 

 

Additionally, here's an article to assist you down the line in saving a report's customization settings: Create, access and modify memorized reports.

 

If you have further questions about using class tracking and customizing and exporting reports, don't hesitate to reach out. I'm here to assist you every step of the way, Brita2.