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Jayson_E
QuickBooks Team

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Thanks for joining this discussion, pamela22. I'm here to guide you generate a report that accurately reflects your income data in QuickBooks Online (QBO).

 

First, could you please specify which report you were trying to run that displayed only expense data? If you were running a Balance Sheet report, please note that it focuses solely on liabilities, assets, and equity and does not include income data.

 

However, if you were running a Profit and Loss (P&L) report with class tracking, keep in mind that this feature is available only to QBO Advanced users.

 

Here's How:

 

  1. Go to the Report menu.
  2. Search for Profit and Loss by Class.
    image (21).png
  3. Click the Customize tab, then expand the Filter dropdown.
    image (22).png
  4. Check the box next to Class, and in Distribution Account, choose All Income Accounts.
  5. Finally, click Run report.
    image (23).png

 

You can start tracking your transactions by class once you've set up your classes in QBO.

 

Additionally, if you want to save your current customization settings for future reports, you can Memorize reports in QuickBooks Online.

You can also save your current customization settings for future reports by memorizing them in QuickBooks Online.

 

Should you have any further questions regarding your income reports in QBO, please feel free to ask. We're always ready to offer assistance.

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