Thanks for getting back on this thread, @StevenPDX1 .Let me clarify a few things about how the classes feature works in QuickBooks Online (QBO).
The reason why classes don't show up in this report is that classes were assigned by line item. However, changing the option to classify checks, journal entries, and deposit transactions by One to entire transaction has no effect on your reports. This will only affect the posting of sales transactions.
As a workaround, you can run and customize the Transaction List with Splits report to view your transactions associated with each class. Here's how:
- Click Reports from the left menu.
- Search for Transaction List with Splits.
- Choose the date range you want to show on the report from the Report period drop-down.
- Tap the Customize button.
- Select the Change columns hyperlink, then place a checkmark in the Class checkbox.
- Click Run report.
Yes, the tags are also a great feature to track your transactions however you'd like in QBO. This feature is available in all QBO subscriptions. To find out more about this feature, please see these articles:
I'd still recommend sending feedback or forwarding this request to our product engineers. This might be considered for future updates. You can follow the steps outlined by my peer, SarahannC, above.
Additionally, you'll want to personalize the format for your reports. Feel free to customize it on QuickBooks Online. This article will give you details on how: Customize reports in QuickBooks Online.
Please don't hesitate to tag my name in the comment section if you have any other QuickBooks-related concerns. I'll be here to answer them for you. Stay safe!
