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Classes let you group transactions in ways that are meaningful to your business. You can limit a report to transactions assigned to a particular class.

To include

Do this

Two or more classes

Click the Class drop-down list and choose Multiple classes. Select each class you want to include in the report.

One class only

Click the Class drop-down list and choose the class from the last section.

Example: Your business uses classes to denote sales regions. To limit a sales report to sales in the Pacific and Southwest regions, select Class from the Filter scroll box, click the Class drop-down list, choose Multiple classes, and then select Pacific and Southwest. QuickBooks then excludes sales from all other regions from the report.

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