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A
Accounting4050
September 17, 2024
Question

QBO Custom Report

  • September 17, 2024
  • 1 reply
  • 0 views

I am trying to create a Revenue Detail Report by Class in QBO.

Columns are:  Date; Name; Memo; Account; Class; Amount

Revenue is summarized by Class as follows:

CLASS1

                8/10/24              Jane Doe           Atty Fees           Legal Fee Income        CLASS1              $20,000

                9/1/24                 John Doe           Atty Fees           Undeposited funds    CLASS1              $   5,000

                Total CLASS1                                                                                                                                                  $25,000

 

CLASS2

                9/12/24              M.Mouse          Atty Fees           Undeposited Funds   CLASS2              $   4,000

                9/13/24              D.Duck               Atty Fees           Legal Fee Income        CLASS2              $   2,500

                Total CLASS2                                                                                                                                                  $   6,500

 

                Total all classes                                                                                                                                            $31,500

This was super easy to do in QB desktop.  Having issues in QBO.  Can you help?

 

1 reply

A
AbegailS_
September 17, 2024

Hello there, @Accounting4050. 

 

Let me provide the details on how to generate the report that you need.

 

You can run the Sales by Class Detail report or the Profit and Loss by Class report in QuickBooks Online (QBO) on a cash basis, which will also show expenses. Here’s how you can do it:

 

  1. Sign in to QuickBooks Online.
  2. Navigate to Reports
  3. Click on the Reports tab in the left-hand menu.
  4. Search for Sales by Class Detail:
  5. Customize the Report:
    • Click on the Customize button.
    • Under the Report period, set your desired date range.
    • In the Display columns by section, ensure you select Class.
  6. Change to Cash Basis:
  7. Run the Report:

Using these reports, you can effectively analyze your sales and expenses by class on a cash basis. 

 

Moreover, if you want to gain deeper insights into the performance of your business, you can check out these articles. These include steps to personalize your reports. 

 

I'm always here to help you out. Should you need any further assistance running reports, don't hesitate to reach out and reply.

A
Accounting4050-2020
September 18, 2024

While this report groups by Class, it lists each time entry.  I don't want each time entry. Additionally, it does not give me the client's  name.

 

I need a report that groups by class and lists each client and invoice total:

 

CLASS1

  8/1/24  John Doe   Atty Fees   Legal Fee Income  CLASS1   $    500

  9/1/24   Jane Doe  Atty Fees    Undeposited Funds CLASS1 $    500

       total CLASS1                                                                       $1,000

S
Shania_C
September 18, 2024

Hello there, @Accounting4050-2020.

 

You're in the perfect spot to get help with your question about generating custom reports in QuickBooks Online (QBO).

 

Accessing the Sales by Class Detail report, you can view the list of each client and their invoice total and display the customer's column. Since the report is already grouped by class, adding a class column is not required, which is why it's grayed out. To do this, you can run a Sales by Class Detail report and customize it according to your preferences. Let me guide you on how:

 

  1. At the left navigation panel, go to Reports.
  2. In the search field type Sales by Class Detail.
  3. To customize the report, click the Columns and tick the box such as Date, Customer, Transaction type, Product/Service full name, Memo/Description, Qty, and Amount.
  4. Then Run report.

 

Here's a photo as a reference:

 

 

 

 

Furthermore, you can check out these articles to learn more about getting the most out of your financial reports, how to run basic reports, and download your data from QuickBooks Online:

 

 

I'll be here to provide more assistance with handling your reports in QuickBooks Online. Have a pleasant day, @Accounting4050-2020. Keep safe!

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