How to get a breakdown by QuickBooks Classes in Joiin

Modified on Fri, 5 Apr, 2024 at 1:56 PM

Joiin will import any data related to Classes in QuickBooks Online. This can then be applied to the P&L report in Joiin.

To do so, please see the following:

1. Click the filters box found at the top left of the report

2. Choose your report dates

3. Click the By category/class/location option

4. Choose which classes to apply to the report using the boxes provided

5. Apply changes to run the report

If there are values that are not associated with any category/class/location, these will be placed in an 'Unassigned' column at the end.