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Kevin_C
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Thank you for your prompt reply, @HollyJoy. Let me share some information with each of the details you need.

 

Here's how you can connect classes to each of your accounts in the chart of accounts:

 

  1. Go to Chart of Accounts from the Accounting menu.
  2. Find the account register you want to review, then select View register from the Actions column.
  3. Select the transactions that you want to connect with classes.
  4. Then choose your specific class for that transaction under Class Location.

 

 

 

Follow these steps to be able to run a report for "Class 1 - Worship" that has 12 expense accounts:

 

  1. Go to Profit and Loss by Class from the Reports menu.
  2. Click on the associated amount of your expense account to show your transactions.

 

To go through with your year-to-date and add class IDs to past bills, you can manually include the class in the existing bills or transactions.


Importantly,  make sure you have created a budget before running a Budget vs. Actual by Class report.

 

Furthermore, you can also check out this article to learn more about running a report in QuickBooks Online.

 

Please feel free to post a question in the comments below if you have anything else in mind. I'll be sure to get back to you. Have a great day!

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