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Replying to:
Jovychris_A
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Happy Thanksgiving to you and your family, @CHRfreeIST.

 

You're in the right place to share your concern about running a report that would show relevant records from a class. You can run a QuickReport from your class list to view the units and departments activities involved with an event.

 

Please take note that the default filter is for All Income/Expense accounts. If your records are associated with Balance Sheet accounts, they won't show up. You'll want to remove the Account filter, and then you'll see all the related transactions to a class.

 

To view the non-posting transactions like purchase orders and estimates, make sure to toggle the Posting Status filter to Either.

 

Here's how to run a Class QuickReport:

  1. Go to the Lists menu and then select Class List.
  2. Click the Reports button, then choose QuickReport for a specific class.
  3. Select the Customize Report button.
  4. Go to Filters, then go to Current Filter Choices frame.
  5. Click the Account filter and then hit the Remove Selected Filter button.
  6. Select the Class filter, click Multiple classes.
  7. Check the classes that you want to include, hit OK.
  8. In the Search filters field, type posting, next tick Either.
  9. Select the Display tab to adjust the Dates and then add the columns Debit and Credit by checking it.
  10. Click OK.
     

You'll now have a closer look at your class report.
7.PNG

 

Additionally, I've held these articles that'll help you know more about running and managing reports in QuickBooks:

 

 

You can always come by and post a comment if you have other concerns with running class or any specified reports. I'm willing to help you now and then. Take care and happy Thanksgiving!

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