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Accounting4050
Level 1

QBO Custom Report

I am trying to create a Revenue Detail Report by Class in QBO.

Columns are:  Date; Name; Memo; Account; Class; Amount

Revenue is summarized by Class as follows:

CLASS1

                8/10/24              Jane Doe           Atty Fees           Legal Fee Income        CLASS1              $20,000

                9/1/24                 John Doe           Atty Fees           Undeposited funds    CLASS1              $   5,000

                Total CLASS1                                                                                                                                                  $25,000

 

CLASS2

                9/12/24              M.Mouse          Atty Fees           Undeposited Funds   CLASS2              $   4,000

                9/13/24              D.Duck               Atty Fees           Legal Fee Income        CLASS2              $   2,500

                Total CLASS2                                                                                                                                                  $   6,500

 

                Total all classes                                                                                                                                            $31,500

This was super easy to do in QB desktop.  Having issues in QBO.  Can you help?

 

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