What is the problem you need to solve?
I want to download the data from QBO for the Profit & Loss - Multiple Period with the Class information. Right now the class column is blank.
What accounting software are you using?
Quickbooks Online
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Hi Ellie,
Thank you for getting in touch.
Currently the functionality DataDear offers is to pull a P/L once the Class or Location has been selected and produce a P/L for that Class and Location.
I have put in a request with our engineers to look into the possibility of retrieving a P/L with Classes and Locations populated in the respective column.
I will let you know once I have more information about this.
Thanks and kind regards,
David
With Xero also ! Or just indicate somewhere if there’s a filter chosen at least
Thank you for getting in touch.
DataDear does offer P/L and B/S filtering with tracking categories. In column format users can use the filter to produce a P/L and B/S for the chosen tracking category.
You can also run the P/L and B/S in row format by ticking the “Period as rows” box.
This will produce a report that includes Tracking Categories as columns and is ideal to build a custom report off.
Please let me know if you require further clarification on the above.
Regards,
David