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jgordosea
jgordosea, Enrolled Agent
Category: Financial Software
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Experience:  Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs
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I have Qickbooks 2012I would like to get a report which

Resolved Question:

I have Qickbooks 2012

I would like to get a report which reports a line item income category togethr with a line item expense for that segment.

The problem is that I don't get the expense item until the week following the income item. Is there some way I can run a report containing both items.
Submitted: 10 months ago.
Category: Financial Software
Expert:  jgordosea replied 10 months ago.

Greetings,

 

You can use a profit & loss by class report to get this information for that segment. For complete details including ways to customize see http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Reports_Description_PandL/rpt_pl_byclass.html

"This report shows how much you are making or losing within each segment of your business, as defined by the QuickBooks classes you have set up. The report
includes subtotals for each type of income or expense so you can see where money
is coming in and where you are spending it."

"You can show profit and loss by class for a different date range by choosing
another date range from the Dates drop-down list."

 

For how to set up and use classes see http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/classes/task_assign_class.html?family=pro

 

"In QuickBooks, you can create classes that you assign to transactions. This
lets you track account balances by department, business office or location,
separate properties you own, or any other meaningful breakdown of your
business."

 

Please ask if you need more discussion or clarification.

Thank you.

 

jgordosea, Enrolled Agent
Satisfied Customers: 3011
Experience: Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs
jgordosea and other Financial Software Specialists are ready to help you
Customer: replied 10 months ago.

Actually, no satisfactory. The first link you suggested doesn't exist.

Expert:  jgordosea replied 10 months ago.

Hello again,

 

I was able to click on the link in my answer (using Internet Explorer)

 

Perhaps try to copy and paste?

 

http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Reports_Description_PandL/rpt_pl_byclass.html

 

Or maybe use Google search

profit loss class

those words gave the linked support article as the first item on the list.

 

Let me know if you need more help.

Thank you.

 

jgordosea, Enrolled Agent
Satisfied Customers: 3011
Experience: Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs
jgordosea and other Financial Software Specialists are ready to help you

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