RetrieverRetriever
ProductTemplatesSecurityPricingStart HereGuides
Try for free
Guides
/

The Class Column Is Gone From Transaction List by Vendor. Here Is How to Get It Back

The Class Column Is Gone From Transaction List by Vendor. Here Is How to Get It Back

The problem

You ran Transaction List by Vendor with a Class column to see spend by vendor and by program in one view. The Class column is no longer available on that report. The workaround support offers is to run a Purchases by Class Detail report instead, regroup it by vendor, and add the class column back. It produces roughly the same information in a far longer document, and it is grouped the wrong way round for how you read it.

Why QuickBooks can't do it

Reports in QuickBooks Online each expose a fixed set of columns, and that set changes as Intuit rebuilds reports. When a column is retired from a report there is no setting that restores it, and the suggested alternative is a different report with a different primary grouping. Regrouping a report does not make it the report you had, because the grouping determines the subtotals and the page structure.

Do it in Google Sheets with Retriever

What you actually want is vendor down the side, class across, and spend in the middle. That is a pivot, and it is straightforward once the transactions are in a sheet.

  1. Pull the transaction detail with class into Sheets

    Use Retriever to bring in a transaction-level report that carries both the vendor and the class for each line. Rows arrive as data, so which report they came from stops mattering once they are in the sheet.

  2. Pivot vendor against class

    Build a pivot with vendor as rows and class as columns. This is the view the original report gave you, and it fits on one screen instead of running to hundreds of pages.

  3. Keep a detail tab underneath

    Leave the transaction rows on their own tab so any figure in the pivot can be traced back. You get the summary and the detail without running two separate reports.

  4. Filter to the period and the vendors that matter

    Set the date range on the pull, and filter the pivot to the vendors or classes under review. The 200-page problem is a formatting artifact of the native report, not something inherent to the data.

  5. Refresh rather than rebuild

    A scheduled refresh brings new transactions into the same pivot. The layout is defined once, so a retired column in QuickBooks stops dictating what your reporting looks like.

See also

How to set up class tracking in QuickBooks OnlineProfit and Loss by class in QuickBooks OnlineThe full QuickBooks Online reports list, by groupCreate custom reports in QuickBooks Online

A retired column should not cost you a report

Retriever pulls QuickBooks transaction data into Google Sheets with the fields intact, so you build the view you need as a pivot and keep it through every refresh.

See how Retriever works

Frequently asked questions

Why did the Class column disappear from my QuickBooks report?

Intuit changes the column sets available on individual reports as reporting is rebuilt, and the Class column was retired from Transaction List by Vendor. Accountants have raised it on Intuit's public feedback board asking for it to be restored.

What is the official workaround?

Support directs people to Purchases by Class Detail, regrouped by vendor with a class column added. It surfaces comparable information, but it is grouped by class first and runs considerably longer than the original report.

Can I see vendor spend by class in one table?

Not as a native QuickBooks report. A pivot with vendors as rows and classes as columns gives you that view, which is why this reporting usually ends up in a spreadsheet.

Do I need class tracking turned on for this?

Yes. Class tracking has to be on and transactions have to carry a class, otherwise there is nothing to pivot against. Class tracking requires QuickBooks Online Plus or Advanced.

Questions about this? Reach out at aubrey@retrieverhq.com.