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Replying to:
JoesemM
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Hi there, @Tiv.

 

You can pull up the Transaction Detail report. This report normally shows all transactions by class. 

 

However, you can't pull up the totals by class using this report but you export the report Excel, so you can add and make changes to it. Just follow the steps below:

 

Here's how to pull up the report:

 

  1. Go to the Reports menu.
  2. Highlight Custom Reports.
  3. Select Transaction Detail report.
  4. Tap the Customize Report button and filter the necessary details.
  5. Hit OK when done.

 

Then, we can now export the report to excel. I'll guide you how:

 

  1. Click the Excel drop-down menu.
  2. Select Create New Worksheet.
  3. Select the Advanced button.
  4. Check or uncheck the boxes under Excel Options to remove or add those features.
  5. Click OK, then Export.

 

You can view this article for insights on how you can filter reports by class: Filter, sort, total reports by Class.

 

To learn more about the available reports in QuickBooks Desktop and on how to customize them, please see these links for reference: 

 

 

Please feel free to add a comment if you need more help with QuickBooks. I'm just a post away. Take care and stay safe.

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