Method Community

A prospect needs a 2nd Class table created so as to associate additional information to all Sales & Expense gransactions.  The goal being a P&L filtered 2nd Class selection.  I think I have the table & screen logic but want to verify I can then create the P&L report.  Thanks 

Paulette,

Just to clarify let's say you are working on an invoice, you would assign it a class in the class drop down list but also have a second drop down list with additional class options(a 2nd class) based on what was selected for the class? Are you going to be using QuickBooks Scheduled Report for the P&L report or creating a Method report

-Michael

 Michael,

Yes, you have the concept correct.  I am a bit lost on the reporting part as I have not worked extensively with the Report Designer and am completely unfamiliar with the benefits of getting Scheduled Reports

Thanks for your quick reply.

Paulette

Paulette,

The 2nd class drop down that you created will not be visible to QuickBooks and only visible in Method which means you won't be able to use Schedule Reports or QuickBooks reports to get information based on that drop down but if you create a Method Report you can use the information from that 2nd drop down. We have a couple of webinars about reports here.

-Michael 

 Ok that's what I figured.  Would the Transactions Master Report be the best selection?

Paulette,

The Transactions table is probably the best table for the report.

-Michael