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accounting1lifegroupcom
January 29, 2025
Question

show class on transactions that are viewed when drilling down from a report

  • January 29, 2025
  • 2 replies
  • 0 views

We use classes for our accounting.

 

When viewing a report, such as a balance sheet or p&l, and I want to see transactions that make up a number, I double-click on the number and a transaction report appears showing the transactions that make up that number.

This transaction report does not show the class associated with the transaction until I customize the report and add that field.

It would be helpful to not have to customize this each time I drill down.

 

Roger Tinsley

2 replies

J
JayneusCaesarR
January 29, 2025

Hello there, Accounting1. To ensure that the Class column will automatically appear when you QuickZoom your financial reports, let's make sure that the class tracking feature is enabled. Allow me to guide you through the process.

 

Please follow the steps below:

 

  1. Go to Edit, then select Preferences.
  2. Click Company Preferences.
  3. Under Class, check the box labeled Use class tracking for transactions.
  4. Click OK.

 

You can also refer to this article for more details: Set up and use class tracking in QuickBooks Desktop.

 

If the issue persists, it is necessary to update your QuickBooks Desktop (QBDT) to the latest version. This will ensure you benefit from the most recent features and enhancements, optimizing your experience and improving the overall performance of the software.

 

If you still observe unusual behavior, it is essential to address these issues promptly. For a comprehensive guide on troubleshooting and resolving potential data discrepancies or technical problems, please refer to the article: Resolve Potential Data Issues in QuickBooks Desktop. This resource will provide the necessary steps to diagnose and fix the issues effectively.

 

Moreover, class tracking facilitates report generation to compare the balances across multiple classes, departments, or locations. For detailed guidance, please refer to this article: Filter, sort, or total reports by class.

 

I'm just one reply away if you need additional help with the class tracking report in QuickBooks. Just leave a comment below, and I'll get back to you.

FishingForAnswers
FishingForAnswers
January 29, 2025

@accounting1lifegroupcom  Desktop makes that fairly simple, at least on the Accountant version.

 

If you go to Reports>Company & Financial, approximately the 6th option down will be Profit & Loss by Class.

 

This P&L automatically includes the Class column on its subreports when you drill down.

 

For the Balance Sheet, same deal. Reports>Company & Financial, you'll see one called Balance Sheet by Class.

 

That being said, QB is terrible at creating Balance Sheets by Class, so take anything that report tells you with several grains of salt, so to speak.

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