Hello there, @Accounting4050.
Let me provide the details on how to generate the report that you need.
You can run the Sales by Class Detail report or the Profit and Loss by Class report in QuickBooks Online (QBO) on a cash basis, which will also show expenses. Here’s how you can do it:
- Sign in to QuickBooks Online.
- Navigate to Reports
- Click on the Reports tab in the left-hand menu.
- Search for Sales by Class Detail:
- Customize the Report:
- Click on the Customize button.
- Under the Report period, set your desired date range.
- In the Display columns by section, ensure you select Class.
- Change to Cash Basis:
- Run the Report:
Using these reports, you can effectively analyze your sales and expenses by class on a cash basis.
Moreover, if you want to gain deeper insights into the performance of your business, you can check out these articles. These include steps to personalize your reports.
I'm always here to help you out. Should you need any further assistance running reports, don't hesitate to reach out and reply.
