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Buy nowHello there, Deadwood Al. Let me help you manage your class reporting and budgeting in QuickBooks Desktop (QBDT).
For your first question, you can go to the Company tab. I'll outline the detailed steps below:
After that, follow these steps on how to budget by class:
For the second question, you can run the report by following the steps below:
For the third question, you can customize the report to get the actual income and expense. Here's how:
Let me know if you have further questions about managing your class in QuickBooks Desktop. I'm always here to help.