KimberlyS
Moderator

Other questions

We appreciate you getting back in the thread, chanscar.

 

I'll share information regarding the ability to run Profit and Loss by Class and filter it by tag.

 

In QuickBooks Online, filtering the Profit and Loss by Class report by tag is unavailable. However, you can also run Profit and Loss by Tag Group separately, which you can filter by class.

 

Here's how:

 

  1. In QuickBooks Online, head to Reports.
  2. Enter and select Profit and Loss by Tag in Find in the Find by name field.
  3. Choose the appropriate Report period, then Run report.
  4. If you want to filter it by class, click the Customize button.
  5. Go to the Filter section and tick the Class box.
  6. From the dropdown beside Class, select All or the specific class.
  7. Once done, hit the Run report button.

 

For more information about personalizing your reports, refer to this article: Customize reports in QuickBooks Online.

 

On the other hand, you might want to review these resources whenever you want to export reports or save their current customization settings for future use:

 

 

Keep us updated in the Community if you have additional questions about running and customizing reports or other related concerns in QuickBooks Online. We're always around to help.