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Replying to:
ShiellaGraceA
QuickBooks Team

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Thanks for coming in today, @AvonDM.

 

I have some information about adding the class. You can edit your settings to enable class for your account. This way, you can filter your report to see the class by account.

 

Here's how:

 

  1. Go to Edit at the top.
  2. Select Preferences.
  3. Choose the Accounting tab, then Company Preferences.
  4. Under the Class section, mark the box next to Assign classes to then pick Accounts from the drop-down.
  5. Click OK.

Here's how it looks like.

 

 

After changing the settings, you can now filter your quick report to add the class column. You can also include the Account column so you can easily trace your report. Just tap the Customize button at the top of the report to do it.

 

You can check out these guides for details.

 

 

If you need help with other tasks in QBDT, visit this link. It has topics with articles that'll help you with the process.

 

Drop a reply anytime if you still have questions or concerns with reports. I'm always here for you. Take care and stay safe.

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