Utilizing Class Reports

Table of Contents

• Overview
• Instruction

Overview

When you have classes set up in QuickBooks in FieldEdge it's important to know how to report on their results. You can use classes as a filter for most reports in QuickBooks. This will allow you to create custom reports for the information that's important to you and your business. This article will show you how to utilize a P&L by class along with linking to additional articles that can be used to create common or custom reports in QuickBooks with the class filter.

Instruction

Use the steps below to select a P&L by Class in QuickBooks Desktop. This will allow you to see the proper revenue, cost, and profit of your financial GL accounts broken down by class.

1. Open your QuickBooks company file and login. 

2. From the top menu choose Reports.

3. Under the Company & Financial choose Profit and Loss by Class.

4. If needed, modify the date, add any custom filters or columns.

From this report, you can view your total income vs expenses by class along with the company totals. This should allow you to view which departments are currently profitable and make the proper business choices with this information in mind.

There are many ways to use class filters within QuickBooks reports. Click here to learn more about common class reports in QuickBooks.