Joiin imports Class data from QuickBooks Online, so you can break your Profit & Loss report down by Class.
- Open the Profit & Loss report from the Financials menu.
- In the report filters box at the top of the report, click Report period. This box also holds Companies, Currency and Eliminations.
3. Choose your report dates, either from Common formats or by setting the Start and End dates.
4. Under Compare, select by Category/Class/Location.
5. In the Categories dropdown, choose Classes. QuickBooks companies have two categories available: Classes and Locations.
6. Use the Options dropdown to choose which Classes to include in the report.
7. Click Apply Changes to run the report.
Any values not tagged with a Class will appear in an Unassigned column at the end.
A Class only appears in the Options list if it’s been tagged on a P&L line in that company. Classes that exist in QuickBooks but have never been used on the P&L won’t show.
If you have Xero Tracking Categories as well, you can combine category options with QuickBooks Classes or Locations when you run a report across a Xero and a QuickBooks company.
Optional extras
- To add a % Split, Total or Average column across your Classes, open the Columns menu above the report.
- To download the report to Excel or print it, open the Export menu at the top right.
