P&L Multiple period with Class

[ellie]

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

[David]

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

[gabrielle.poitras]

With Xero also ! Or just indicate somewhere if there’s a filter chosen at least

[David]

Hi @gabrielle.poitras

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

[gabrielle.poitras]

Thank you so much !!