Can I run a collections report by class?

The option to pull up the collection report by class, which could help streamline your workflow, is unavailable, vickip2.

While QuickBooks Online Advanced doesn’t offer a direct option to pull up the collection report by class, we can use a workaround to get similar results. We can customize the Transaction Detail by Account report to fit your needs.

Here are the steps:

1. Go to the Reports tab and select Transaction Detail by Account.
2. In the Report period, choose the date range that includes your open invoices or transactions affecting Accounts Receivable.
3. On the top corner, click on Switch to classic view for a more familiar customization.
4. Click on Customize. Then, from the Group by dropdown choose Customer. 
   
5. Under Rows/Columns, choose Change columns and add the necessary columns.
   
   • Although there's no Past Due column in the report, you can add the Due Date column.
6. In the Filter section, select the All Accounts Receivable account in the Distribution Account dropdown.
7. If you still need to filter down certain transaction types, pick from the Transaction types list. 
8. Choose a specific class in the Class dropdown.
9. Click on Run report.
   

This should provide a report close to what you need, displaying AR data by class.

Also, we would greatly appreciate it if you could share your valuable suggestions with our product development team. Your feedback will help us improve our interface and provide a better experience for you.

If you need to include even more details in your report, we can export it to Excel. This way, you can personalize it further according to your requirements.

You can drop by the Community anytime for additional assistance with navigating reports. We're always around to help.